CLIENT INTAKE
Automation of client interview and engagement contracts
Lawyers, Does your client intake process look like this?
Introductory client phone call, client information email, KYC, conflict check email, wait for response, corporate background check, credit check, manual creation of retainer letter, matter number created, accounting contacts client for more information.
Several days later you might be ready to begin working on the file, except the client needed your help the day they contacted you.
We build streamlined digital workflows to reduce the pain of client intake at law firms, while improving the client experience.
Pricing:
Pricing starts at $5/new client
No set up fee
Volume pricing available upon request