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!
AI Lab: Digital dictation for a global law firm
Kerv designed a digital dictation platform built directly in Microsoft Teams and harnessing Whisper AI, an advanced speech-recognition model that detects and formats punctuation, understands legal-specific terminology, and adapts to different speaking styles
How to automate your law firm
Automation is a powerful means to saving time, improving efficiency, and reducing the risk of error in your most routine administrative tasks — especially when it comes to your document preparation workflows. Today’s law firms have access to more automation tools like document creation, contract management, and e-disclosure. But it’s important to find the right […]
