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.
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.
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.
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