Running an efficient firm is top of mind for most principals. When you take a closer look at what successful law firms do, it often comes back to how they manage their tasks, processes and resources.
Streamlining time-consuming, and often costly tasks, such as administrative work can save your firm immensely. Considering the average lawyer can spend up to 12 hours per week on admin tasks; automating processes, such as data collection is one place to start. Using Client Intake Forms can help your firm do this.
What are Client Intake Forms and how do they work?
Client Intake Forms are electronic based forms that clients can use to provide you with the essential information you need before commencing work on a matter with a prospective client.
Our Client Intake Forms tool in the Service Portal saves on costly administrative time by collecting client information prior to appointments. The client simply fills in their information online via the “Provide Information” tab on your Service Portal.
Why use Client Intake Forms?
Clients arrive at appointments without having to fill in time-consuming forms. Through your Service Portal, clients can enter in their personal information at a time that suits them best. The Service Portal is also mobile responsive, so clients can enter their information anywhere via their mobile.
Reduce data entry errors
Going paperless not only saves the environment but it also improves data accuracy. No need to decode painful handwriting, worry about losing paper forms or entering the wrong information by accident.
Improve workflow and efficiency
Let your clients do the work for you. Our Client Intake Forms tool collects the client’s information and sends it to you via email – no need to retype any information or wait around for new clients to fill in paper-based forms. Easily input the collected information into your LEAP matter, documents, or email.
Our Client Intake Forms tool is user-friendly, allowing the client to add their information in a simple, straightforward manner. The data is instantly submitted to your firm, so there is no need for the client to forward on information via email and so forth.