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!
Managing requisitions is infinitely easier for Farnworth Rose
Lancashire-based Farnworth Rose Solicitors has advocated digitising the conveyancing process since 2015. Sophie Holdsworth, operations manager, discusses how they created a game-changing conveyancing workflow by integrating InfoTrack with their case management system, Osprey
