First impressions can make or break your relationship, so why take a chance? Regardless of whether you are running a small or large law firm, taking assistance from client legal intake software is a great way to better serve the clients. The legal intake software is a great tool that automates the collection of information so lawyers can focus on improving their services for the clients. Considering the efficiency of the software, many lawyers are taking advantage of it to streamline their workflow. 

Here, you can check out the benefits and features of client intake software.  

Client intake means onboarding new clients to your legal practice. This is the first step of the case management workflow. Of course, clients are the main assets for any organization, and this is how they make money. During the intake process, law firms collect information regarding their potential clients so they can assess the complexity of the case to identify the possible outcomes. By getting this information, a lawyer can determine whether they have the expertise to handle the case effectively. 

Compliance with the ethical obligations 

Law firms are required to work in compliance with the ethical and legal obligations.  It is your responsibility to check that your firm does not have any conflicts of interest. Law firms should have enough expertise and resources to handle the case effectively. These firms should be able to address conflicts with the help of client intake. 

What is the process of client intake? 

The process can be handled with ease using legal ops software. The legal ops software makes the entire process efficient and streamlined. 

• Initial consultation 

A client contacts the law firm to schedule an initial consultation.  Law firms should provide excellent initial consultation services to attract potential customers. 

• Collecting information 

During consultation, the law firm gathers information regarding the legal issue that the client has. This includes details regarding the key documents, relevant documents, dates, and so on, to assess the case efficiently. 

• Conflict check 

A conflict check is conducted to ensure there is no conflict of interest 

Later, the case is assessed by the legal experts to check whether the potential client is the right fit for the firm or not. If the client fits well with the expertise, then the engagement agreement is signed between the parties.