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
You're losing clients in the gap between their "yes" and their signature. Chasing down printed retainer agreements with follow-up emails gives potenti...
Chasing a client for a signature on a retainer agreement gives them time to find another lawyer. You need to make it effortless for them to sign and p...
Setting your retainer fee can feel like a shot in the dark, but getting it wrong costs you clients and cash flow. While the average lawyer retainer fe...
Losing a potential client because your intake process was too slow and clunky is a preventable—and expensive—mistake. The time between a client's "yes...
Every hour that passes after a great consultation is an invitation for your potential client to call another firm. Your modern retainer letter lawyer...
Every hour you spend chasing down a signed retainer is an open invitation for a potential client to hire another firm. Getting the electronic signatur...
Tired of chasing down payments and dealing with cash flow gaps? A properly structured retainer turns a promising lead into a paying client before they...
A slow client onboarding process is a silent killer for small law firms, letting committed leads slip away in the gap between a verbal "yes" and a sig...
That gap between a potential client’s call and their signed retainer? It’s where your law firm is leaking revenue. A slow, clunky process doesn't just...
Still telling clients to mail a check? You're not just behind the times—you're actively making it harder for people to hire you. If you’re waiting for...
Struggling to sign clients who hesitate at your upfront retainer? Offering a payment plan is the fastest way to turn those "I need to think about it"...
Losing a great lead because your retainer process is slow and clunky is a painful, avoidable cost. This guide breaks down exactly how a retainer for a...
Tired of chasing down payments and dealing with unpredictable cash flow? Understanding how a lawyer retainer works is the key to your firm's financial...
Had a great consultation where the client said "You're hired!" only for them to disappear? You’re left chasing a signature and waiting on a check, won...
Are you losing clients before they even sign your retainer? Tired of ending your day buried in paperwork instead of practicing law? For your small fir...
A slow or confusing lawer retainer letter process is more than an admin chore—it's a deal-killer. Every email attachment, print-and-scan request, and...
Tired of chasing down clients for payment? A lawyer retainer definition is simple: it's an upfront payment to secure your services, ensuring you get p...
Chasing a potential client for a signed retainer agreement is a drain on your small firm. Every email you send and every voicemail you leave is a wind...
Losing a client between a great consultation and a signed retainer agreement is a huge profit leak. You've done the hard work, but the dead space wher...
Losing a great lead because your process is slow is a huge, preventable waste of money. When you're stuck playing phone tag and manually typing cl...
Your retainer agreement isn't just a legal document—it’s the final step that turns a promising lead into a paying client before they call another firm...
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.
Start for free