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!
Garnett Williams Powell Solicitors strengthens compliance, control and efficiency with Osprey Approach
Garnett Williams Powell Solicitors is a long-established law firm based in Rhyl, Denbighshire, serving clients across North Wales and the surrounding areas. Its experienced team provides a range of private client services including conveyancing, wills and probate, estate administration and Court of Protection work. Last year, Garnett Williams Powell reviewed its existing accounts system after identifying areas for improvement around compliance and reliability. With its […]
Lockton Solicitors’ PII Market Report 2026
The professional indemnity insurance (PII) market for Solicitors Regulation Authority (SRA)-regulated practices continues to evolve at pace, shaped by changing insurer appetites, an increasingly sophisticated buyer base, and a legal sector that continues to demonstrate resilience and growth. This review has been prepared to provide law firms with practical insight into the current PII landscape. […]
