Nichole Naoum has made available for download her article, “Online Client Intake: The Ultimate Guide for Attorneys”, published on the LexBlog. The abstract is as follows:
Lawyers are on the front lines of all legal matters—resolving disputes, making court appearances, and juggling demands of the justice system.
With looming deadlines and other work-related pressures, it’s easy to let certain things fall through the cracks, especially when it comes to law firm client intake. Client intake occurs when a law firm collects information about a potential client to determine whether or not the firm can represent them.
Many lawyers view this process as time-consuming and redundant. Since most law firms’ client intake procedures aren’t billable, it’s lower on the priority list.
In this guide, we’ll address the ins and outs of legal intake and ways you can optimize your approach to improve your firm’s legal operations and services.
Posted by Marin Larkin, Associate Editor, Wealth Strategies Journal.