Transform your client intake workflow.
Learn how your law office can use workflows to enhance client service, maximize efficiency, and improve client management.
Build stronger client relationships with a better client intake process.
When taking on a new case, it's important to provide a smooth client intake process. Not only is this time period crucial to gathering information to prepare you for the case, it's also critical to creating a strong relationship with your client. They come to you during incredibly stressful and frustrating times, and need to be able to access your services in a way that is simple, easy, and timely. If you're using an out-of-date, inefficient, or clunky system to welcome new clients to your practice, it's time to make changes to your client intake workflow.
Transform your client management.
Set up automated client intake workflows in minutes.
First impressions are everything. Here's an example of how to set your
law office up for success during the client intake process.
Linda fills out the contact form on your website, specifying she needs a divorce attorney.
OncOnce the contact form is submitted, Linda receives an automated email containing information about next steps and what to expect during the client intake process. Her information is routed to the lawyer best suited for her case.
An email with Linda's information is sent to a divorce attorney.
Once Scott reviews Linda's initial request, he begins the intake workflow process by adding her to the new client form portal . Linda receives an email alerting her to new forms she needs to complete, including forms for emergency contacts, case details, and personal information.
Linda receives reminders about unfinished forms.
Emails are automatically sent to Linda on a pre-determined basis to ensure Scott receives her information in a timely manner. After Linda's new client intake forms are complete, the portal sends her another form to book her first consultation.
Data is transferred to your most critical business systems.
Linda's data is automatically sent to your most critical business systems every time she completes a form. This eliminates manual data entry for your staff and gives them more time to focus on other tasks.
Payment is secured.
After Linda's initial consultation with Scott, she is sent an electronic fee agreement that outlines the extent of the client-lawyer relationship and includes fees, information on the employees working on her case, and details on how court costs will be handled. A document generation tool can be used to automatically update your standard fee agreement for each new client.
Secure data collection
Protect the information clients share with you. Formstack offers multiple security options, including 256-bit SSL, data encryption, reCAPTCHA, password protection, and HIPAA compliance.Start Now