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!
Train your own, grow your firm: the business case for the SQE in SME law firms Case Study
For many of the SME law firms we work with, this autumn is the first time they will support trainees through the SQE. The concerns we hear are consistent — firms don’t feel they know enough about the SQE, most don’t have a learning and development team and partners are already stretched. Those concerns are […]
Satisfied clients don’t always recommend you: why happy clients stay quiet, and what to change first
Most legal clients are happy with the service they receive, but this doesn’t always turn into a recommendation. And in a market where reputation travels by recommendation, it isn’t always enough. The Value Gap Report 2026 set out to understand what clients expect from legal services today and how their experience measures up. At Access […]
