Lawyers may rely on assistants or paralegals to assist in the client intake process. This is especially common in practices involving class actions or mass tort claims. When a new potential class ...

Bonus for my team – the designer that manages the project conducts the call as she is not on the initial consultation, so this helps build a bond with her and the client too. Stop checking the box and ...

It's been said that new client intake can be the most deficient aspect of law firm client development. Yet, an effective process for handling new business opportunities is rarely, if ever ...

With the launch of the new Terms Review feature, firms now have better capabilities to help de-risk the intake process and ensure compliance throughout the client relationship. With the Terms ...