The Ultimate Playbook for Streamlining Client Intake
The client intake process can make or break a law firm—it either sets you up for scalable growth and success or hinders your ability to connect with qualified clients. An efficient, streamlined process helps you seamlessly manage pre-screening, avoid intake bottlenecks, and better organize client and case information.
Start optimizing your client intake process to be more efficient with the ultimate playbook: automation, streamlined processes, and powerful tools designed to help you manage your roster of prospects and clients.
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