How to Improve Law Firm Client Intake Workflows

Your Intake Process Might Be Costing You Business.

How to Improve Law Firm Client Intake Workflows

First impressions matter—and your intake process is often the first operational impression a client has.

Here’s what best-in-class law firm intake workflows include:

• Auto-response with clear next steps

• Centralized lead tracking

• Intake scripts your team actually follows

Tip: Time your intake audit. Measure from first contact to booked consultation—and look for lag.