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!
Five essential pillars of digital transformation for the modern law firm
From streamlining operations to enhancing client communication and strengthening data security, Kerv offers actionable insights to turbocharge your digital transformation journey and ensure your law firm’s competitiveness in a dynamic legal landscape
