In the lifecycle of a legal matter, little attention is typically paid to the intake process. In fact, many lawyers view intake as simply an administrative matter that someone else handles. In reality, the intake process is crucial to setting a matter up for success and plays a huge role in securing business for the firm.
Law firms have long struggled to streamline and perfect the process of onboarding new business. Many intake processes require law firms to rely on inefficient, disparate systems like email, forms, tasks, checklists, and phone calls, all handled by different departments or individuals.
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