Efficiency and competent time-keeping are essential traits of any successful law firm.
By finding and implementing processes that reduce non-billable administration time – your law firm can focus on the more important and billable matters at hand.
The Service Portal, integrated with LEAP, has been designed to help law firms minimise these non-billable and time-consuming tasks.
One new feature is the online Client Intake Forms which integrate with LEAP to eliminate the need for time-consuming data entry on your part. Your clients can enter their personal information at a time convenient for them and prior to their appointment with you.
Let your client do the work and fill out all the necessary information regarding their matter! Once the client submits the Intake Form, the information is sent to you and, at the click of a button, can be imported directly into LEAP as a Matter.
Here are some ideas on how successfully utilise the online Client Intake Forms in your firm:
1. Send the client a link to your Service Portal / Intake Form prior to your appointment
By sending a link to the Client Intake Form (accessible through your Service Portal), your client can fill out all relevant and necessary information before their appointment with you.
Providing the convenience of completing forms in the client’s own time and from any device is providing the kind of exceptional client service that will ensure they become repeat clients and encourage referrals!
2. Set up an iPad in the office waiting room
Throw out the clipboard! If you have an iPad or tablet accessible, while a client is waiting for your appointment, they can simply fill out the online Intake Form via your Service Portal. This means you are able to collect all the required information without the need to manually type it up and decipher tricky handwriting!
LEAP integrated Client Intake Forms are exclusive to the Service Portal. Streamline and safeguard your data entry and collection process with the Service Portal’s Intake Forms – request one here.