Using automation technology to manage workflow lifecycles has long been proven to be both effective and profitable in a number of fields—the practice of law is no exception. A vast amount of valuable time is dedicated to the client intake process and streamlining this process via automation results in reducing wasted time and duplicative efforts, improving the service experience for both lawyers and clients. For small firms and solo practitioners, an automated client intake process…

When you need to draft a new contract or legal document, do you open up a template and then manually update all the merge fields with client information? And when you need to collaborate on that document with clients and/or counter parties, are you still emailing it back and forth? If this sounds like how you work, then it’s likely that your document creation and collaboration process is hurting your firm. Discover the four ways…

Benefits of a Client Intake Process The client intake process is not only a critical step towards creating a successful attorney-client relationship, but it is also extremely useful for spotting any potential red flags or quickly fleshing out matters you would prefer not to handle.   Having a standardized client intake process eliminates friction when you’re onboarding new clients and saves massive amounts of upfront time in your process so you can get clients into and…

In these unprecedented times, a “meeting” with prospective clients has taken on many different forms.  Whether I meet with clients virtually via a Zoom or WebEx video conference, a traditional teleconference, or a socially distanced in-person meeting wearing a protective face covering, I rely on my intake form now more than ever to make sure that I capture all of the details needed to recommend and commence work on clients’ estate planning documents.  To make…