Insights

When you’re launching a law firm, one of the most critical aspects of success is how you handle client intake. This process isn’t just about answering phones—it's your client’s first impression, and that initial contact can make or break their decision to hire you....

Mass tort cases are highly complex, involving multiple plaintiffs, years of litigation, and countless documents. Efficiency isn’t just important—it’s essential for survival. With the right technology, streamlined client intake, and automated workflows, attorneys can...

In today’s competitive legal landscape, standing out means delivering a personalized client experience right from the intake process. Tailoring your approach to meet individual client needs not only improves engagement but also increases the likelihood of retaining...

The client journey starts with intake, and how you manage it defines your firm’s success. Traditional methods—long forms, missed calls, and constant follow-ups—often cost you leads and drain resources. Intake Engine changes that dynamic with a client-first, efficient...

Solving Intake Pain Points to Boost Client Conversions The intake process is the first interaction your firm has with potential clients. When it’s inefficient, it doesn’t just waste time; it also impacts your ability to convert leads into cases. This guide explores...

Is Your Legal Intake Holding You Back? Your legal intake process can make or break your practice. It’s the frontline of your client acquisition strategy, and if it’s not performing optimally, you’re losing potential clients to competitors. Here are the top five signs...