How does a law firm manage client intake workflow?

A law firm manages client intake workflow through a systematic process that begins with the client’s initial contact with the firm and ends with the initiation of legal services. This process typically involves identifying the client’s legal needs, evaluating the potential of the case, gathering information, scheduling consultations, and assigning case managers or attorneys to manage the client’s case. To effectively manage client intake workflow, law firms need to have streamlined processes that ensure that client information is accurately collected, managed, and tracked. A key part of this process is the use of technology to automate and digitize client intake forms, ensuring that information is captured accurately and efficiently. Additionally, law firms must ensure that all client data is kept confidential and secure throughout the client intake workflow process.

This mind map was published on 9 June 2023 and has been viewed 110 times.