An 11-point checklist to optimise your client intake
Your law firm’s client intake process lays the groundwork for nurturing successful client relationships
DOWNLOAD THE FULL GUIDE HEREIn this free 11-point checklist you’ll learn each step needed to optimise your client intake process for a more personalised and timely customer experience.
This checklist includes:
- How to automate (and speed up) client intake processes
- How to create and track a digital client enquiry form
- How to turn a client enquiry form into a client intake form
- How to implement automated follow-up communications
- And more!
Shoosmiths and Avail: from manual review to 83,000 AI-analysed title registers
Early recognition of emerging technology can create lasting advantage, but the lessons don’t only apply to the largest law firms. Shoosmiths identified the potential of AI-driven title analysis early and embedded it across its real estate workflows. While Shoosmiths operates at scale, the challenges explored in this case study will feel familiar to many real […]
2026 State of the UK Legal Market report: expertise is no longer enough for UK law firms
The new 2026 State of the UK Legal Market report from the Thomson Reuters Institute shows how UK legal buyers are adjusting their expectations for how their law firms’ legal work is delivered, including through AI integration. Key insights include: UK law firms face a more selective growth market in 2026. Client demand remains steady, […]
