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.
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.
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.
The Fieldfisher Data Breach Manager
European law firm Fieldfisher has joined forces with Lawcadia to launch a 24-hour data breach notification assessment platform for all organisations with UK and EU data assets subject to GDPR and UK GDPR.
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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.
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