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 intake system that empowers both your firm and your clients, saving time and boosting productivity.
Why Move to Self-Managed Legal Intake?
Give Clients More Control
Modern clients value convenience and flexibility. Intake Engine’s self-managed intake allows them to complete the process on their own terms, whether during a lunch break or late at night. This flexibility increases client engagement and sets a positive tone for their overall experience with your firm. Empowering clients to submit their information without rigid office hours helps your firm accommodate more prospects and improves the likelihood of conversion.
Improve Accuracy and Efficiency
When clients input their own information, it reduces the risk of administrative errors and minimizes back-and-forth communication to clarify details. Intake Engine verifies this information automatically and through U.S.-based agents, ensuring both accuracy and completeness. With intake errors reduced, your legal team can focus on more critical tasks like case analysis, client strategy, and advocacy, rather than chasing down incomplete forms.
Key Features to Maximize Your Firm’s Intake Process
Pre-Qualification on Autopilot
Potential clients want to know whether they qualify for legal assistance before committing to further communication. Intake Engine streamlines this with a pre-qualification feature that allows clients to determine their eligibility without the need for a phone call. This helps ensure that only qualified leads enter your pipeline, reducing unnecessary consultations and saving your team valuable time.
Tailored Intake Forms for Specific Needs
No two firms have the same intake requirements. That’s why Intake Engine offers customizable intake forms, so you can collect all the relevant information based on your firm’s practice areas and priorities. This personalization ensures that the intake process is aligned with your specific needs, improving both efficiency and the quality of the data you receive.
Digital Contract Signing for Speed and Security
Gone are the days of paper contracts and slow manual processes. Intake Engine offers fully digital contract signing, allowing clients to review and sign legal documents electronically, from any device. This meets client expectations for digital convenience while maintaining enterprise-level security for sensitive information. A faster, more secure contract signing process accelerates the intake timeline, ensuring your firm can move forward without delay.
Multi-Device, Multi-Channel Access
Today’s clients interact across multiple devices, from smartphones to desktops. Intake Engine meets clients wherever they are, providing a seamless experience regardless of the device they use. The intuitive interface allows clients to easily submit forms, upload documents, and track their intake progress from any platform. Offering clients this level of accessibility results in higher engagement and a smoother intake process overall.
Hassle-Free Document Uploads
Document submission is often a pain point for clients. Intake Engine simplifies this process with a secure, user-friendly document upload feature that works across devices. Whether on a phone, tablet, or computer, clients can submit necessary documentation quickly and securely. This not only makes life easier for clients but also speeds up your intake process, reducing the back-and-forth that can slow down case progress.
90-Day Follow-Up for Consistent Lead Nurturing
Many leads drop off after initial interest because firms stop following up too early. Intake Engine addresses this with a robust 90-day follow-up system that combines automated reminders with personal outreach from real agents. This ensures that potential clients remain engaged, giving them multiple opportunities to convert, even if they aren’t ready to commit right away.
Benefits of Self-Managed Legal Intake
Improved Client Satisfaction
Self-managed intake gives clients the control they expect, leading to higher satisfaction. By offering flexible, accessible options to input their own data and complete intake steps at their convenience, you’re improving the overall client experience. Positive first impressions lead to better relationships, which ultimately impact retention and referrals.
Increased Productivity for Your Team
When clients handle the bulk of their intake, your legal team is freed from repetitive administrative tasks. This shift allows your staff to focus on more strategic areas like client advocacy and case preparation, increasing overall productivity and enabling your firm to take on more cases without the need for additional hires.
Reduced Costs
Streamlining intake through client-managed systems reduces administrative burden, cutting down on staff time spent on manual data entry, follow-ups, and verification processes. This not only improves efficiency but also translates into cost savings, allowing you to allocate resources more effectively.
Secure Data Management
With Intake Engine’s enterprise-grade security protocols, you can rest assured that all client data is protected. Sensitive information is collected and stored securely, ensuring compliance with legal standards and building trust with your clients. A secure intake process gives clients confidence in your firm’s professionalism and attention to detail.
Ready to Transform Your Intake?
Intake Engine combines AI technology with human verification to streamline your intake process, giving clients a better experience and freeing your team to focus on delivering results. Whether your firm is struggling with intake inefficiencies or looking for ways to enhance client engagement, Intake Engine offers a solution that adapts to your needs.
Embrace the future of legal intake today. Schedule a demo and discover how our self-managed intake solution can transform your firm.
