The client intake process is necessary for your firm’s success, but it can be incredibly time-consuming. It can be a challenge to carve out time in your day to answer questions, schedule consultations, and determine qualified leads, alongside everything else on your to-do list.
The client intake process is your prospective client’s first introduction to your legal practice, and for that reason, it’s important to get it right. That said, 74% of US law firms feel that they’re spending too much time on administrative tasks, rather than practicing law.
So how can firms balance their billables and stay on top of the administrative requirements for new client intakes?
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