Best practices for legal client intake and onboarding. Everything you need to know, from fundamentals to advanced strategies.
of law firms take 3+ days to respond to leads
Speed is critical
of clients expect e-signatures on retainers
Modern expectations
response window for 300% higher conversion
The golden window
Everything you need to know about client intake for law firms. From first contact to signed retainer, learn how to convert more leads, reduce drop-off, and build intake systems that scale.
Explore each topic in detail
Step-by-step guide to automating your law firm's intake process with modern tools and integrations.
Tired of chasing down payments or seeing promising leads go cold while you wait for paperwork? A solid retainer agreement is the answer, turning an in...
What to include in your intake forms for personal injury, family law, criminal defense, and more. Practice-specific templates and customization strategies.
Losing a potential client because you were too slow to respond is a gut punch to any small law firm. A what is a client intake form is your first line...
Electronic signatures are legally binding for retainer agreements in all 50 states. Learn the compliance requirements, best practices, and how to implement e-signatures in your intake process.
Losing a potential client to phone tag is more than frustrating—it's a direct hit to your firm's revenue. A clunky, slow intake process gives good lea...
Research shows responding to leads within 5 minutes increases conversion by 300%. Learn how top law firms achieve rapid response times and why every minute costs you clients.
intake.link brings e-signatures, payments, and intake forms together in one seamless flow. Convert more leads with less friction.
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