An 11-point checklist to optimise your client intake

Your law firm’s client intake process lays the groundwork for nurturing successful client relationships

|Actionstep|

DOWNLOAD THE FULL GUIDE HERE

In 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!

 

DOWNLOAD THE FULL GUIDE HERE

Pavilion Row ensures quality service and compliance with Osprey Approach

Pavilion Row | Osprey Approach | 16 April 2025
Nicola Houston, operations director at Pavilion Row, shares how Osprey Approach has been instrumental in driving the firm’s operational effectiveness to support its ambitious growth plans

PEPS, sanctions and conflicts of interest: Is your firm confident at spotting risks?

Louise Hodkiss | Learning content lead, Access Legal Learning | 17 April 2025
To support law firms and legal professionals in maintaining their AML training and compliance to the SRA’s latest standards,  Access Legal launches key updates to its PEPs and Sanctions and Conflicts of Interest courses
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