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!
Shoosmiths and Avail: from manual review to 83,000 AI-analysed title registers
Early recognition of emerging technology can create lasting advantage, but the lessons don’t only apply to the largest law firms. Shoosmiths identified the potential of AI-driven title analysis early and embedded it across its real estate workflows. While Shoosmiths operates at scale, the challenges explored in this case study will feel familiar to many real […]
Moving enterprise law firms beyond the custom toolkit
Historically, enterprise law firms have faced a rigid, binary choice when selecting a new system: either an out-of-the-box solution requiring minimal customisation or an expensive, built-from-the-ground-up system tailored to their specific needs. Today, this binary choice persists, bifurcating into two primary options: a standardised platform with vendor-maintained content or a configurable toolkit, where the customer […]
