Client Intake: A Guide for Law Firms
Автор: Advertise Naked
Загружено: 2024-09-26
Просмотров: 676
Client intake is a crucial yet often time-consuming process for law firms, especially solo practitioners and small firms. It involves gathering essential information from potential clients, assessing conflicts, and ensuring the firm has the expertise to handle their legal matters.
In this video, we’ll break down the steps of creating a streamlined client intake process, share best practices for improving efficiency, and explore the benefits of moving intake online. A well-structured process not only saves time but also enhances client relationships.
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