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Client Intake Forms for Corporate Clients.

Provide practical technology to enhance service delivery.

Client Intake

Technology to enhance client relationships.

Client intake is an essential aspect of legal practice and streamlining the process using clever, customised client intake forms with workflow automation can help to accelerate law firm growth and efficiencies, whilst improving the client’s experience.

 

Client intake forms for the corporate client.

Law firms with a corporate client base should consider the use and deployment of client intake forms for two characteristic types of client buyer behaviour (or use cases).

THE LAW FIRM IS THE MAIN PROVIDER OF LEGAL SERVICES

Where the law firm is the key legal services provider and is the recipient of most of their work this client would value and benefit from digital client intake forms and client-focused technology. Customised client intake forms would provide law firms with the right level of instructions of each type of matter saving time and creating efficiencies for both sides.

THE LAW FIRM IS ENGAGED FOR HIGH VOLUME MATTERS

Where the law firm is engaged by the client for high volume matters of a repeatable nature, this client would value and benefit from digital client intake forms. The use of customised intelligent client intake forms would provide accurate transfer of information and documents, and multiple layers of efficiency throughout the transaction.

5 Benefits of Using Client Intake Forms for Corporate Clients. 

Client intake is an essential aspect of legal practice and streamlining the process using a client intake form can help to accelerate law firm growth and efficiencies, whilst improving the client’s experience. Discover 5 benefits of using client intake forms for corporate clients in this practical article.

Features

Discover our client intake forms.

Intelligent Workflow Automation

Law firms can collaborate with their clients and provide them with customised intake forms that utilise intelligent workflow automation

Customise Client Reporting

Combine your client intake forms with business intelligence reporting capability to easily present tailored reports designed to impress

Document Automation

Harness the power of automation and save time and manual data entry by using client intake workflows to generate draft documents

Efficient Transfer of Information

Clients can easily submit relevant instructions, documents and files to their law firm in a single, secure interface

Ideal for AFAs & Retainers

Easily manage retainers and alternative fee arrangements with a structured framework that promotes efficient service delivery and demonstrates value

Robust Security

Supported by robust security infrastructure that manages access and permissions at the matter and law firm level

Discover Lawcadia for Law Firms.

Develop a sustainable competitive advantage, win more work, and take your client relationships to the next level with Lawcadia’s solutions for law firms. Renowned for our secure multi-sided platform and our client-oriented approach to innovation, Lawcadia has developed intelligent workflow automation and client collaboration workspaces that can be tailored to deliver a unique customer experience.

Transform your legal operations with the intelligent matter and spend management system built for in-house legal teams and their law firms with intake & triage, workflow automation, document automation, collaboration workspaces and BI reporting.

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