Intake Systems for Law Firms
Provide A Better Experience, for Everyone.
A well-designed intake process makes new leads feel valued and helps your team stay organized. Stop losing leads and start signing more clients.
Map it Out
Start by taking inventory of all your intake resources, processes, steps and outcomes. Map out the sales pipeline to keep your intake team on the same page and your leads moving forward.
Automate
Stop forgetting steps, and free up your time by automatically sending email reminders, providing online appointment bookings, and sending prefilled contracts. Get more done with less work from your team.
Sign more Clients
Get to "yes" faster and more often with a streamlined intake process that's strategically designed to make your marketing dollars go further.