Bridge the Client Intake Gap

Client intake is really about how you sell your legal services, and streamlining your process will help you bring in more business, faster. In this guide, you'll learn how to:

  • Avoid losing prospective clients
  • Increase client satisfaction
  • Automate tasks to save time
Bridge the Gap Between Law Firm Sales and Client Intake
Bridge the Gap Between Law Firm Sales and Client Intake

Make intake more efficient and client-focused

Customer relationship management (CRM) systems can create a more structured process for client intake, helping you avoid losing business, administrative errors, and negative reviews from dissatisfied clients.

Written by Aaron George, co-founder at Lexicata, this guide will show you how technology can streamline client intake, now and into the future.

“The intake process is critical to building initial relationships with clients. First impressions last a lifetime, but the implications of an effective relationship go further.”

Aaron George

Aaron George

Co-founder, Lexicata

Have questions? Clio experts are here to help.

Call 1-888-858-2546 or email us at [email protected] or visit for more info