Client intake isn’t an easy process. The question that comes to the lawyer’s mind is, How to make the process go smoothly without involving much trouble?
Maintaining each client information in document paper files is truly an over-hectic process to gather and search for the information.
With the new legal virtual operation, the problem has been overcome by the client intake forms software, which is solely designed to keep a proper record of the onboarding clients electronically.
Reasons why to make client intake a prerequisite-
- Suppress manual paperwork
Onboarding new clients isn’t easy if done manually, it requires a lot of paperwork to be done by the client before being a part of the firm which includes their name, information, case details, and many more.
CaseFox offers a smooth client intake form software that overcomes the problems faced by the traditional intake process and makes the intake forms look professional and highly acceptable for the new client.
- Magnet prospect clients
There are a number of clients a lawyer deals with. It’s really important to keep a track of an effective clients list that will help a law firm to strategize their cases and time. These client intake forms provide clarity to the lawyers so that they can easily point out the potential clients which further helps the partners in distributing their time per client to address prospect needs and pain points.
- Potential Time Saving
To know a particular client, the lawyer must be well aware of the information regarding the client. Attorneys cannot go through each piece of information by gathering paper notes for the same. These client intake forms help a lawyer gather, store, and search information regarding its clients in a single click and therefore saving a lot of time in the entire process.
- Surpassing client experience
Law firms use a variety of marketing techniques in order to attract and satisfy clients. The CaseFox law firm billing software helps a law firm in tracking each information regarding the client and helps a lawyer in setting deadlines regarding the case and updating the clients regarding various information on a timely basis with the help of the client intake forms.
- Accurate data entry
Making effective decisions is only possible if a firm has accurate data with it. The virtual client intake form has shaped how a law firm can organize and store the data of a particular client. Every law firm looks for options where data remains safe and has fewer chances of manipulation. CaseFox provides the top-notch facility of safeguarding your client’s data via client intake forms.
In every business, clients play a crucial part in maintaining business operations and resources.
It’s important to track clients and manage their information wisely in order to gain their trust. The client intake forms serve as the link for the lawyer to connect with new clients and also offer all the necessary information to the lawyer on a single screen. The use of the intake forms not only guarantees security but also makes a lawyer aware of the particular client beforehand. It acts as a magnet to attract new clients through the forms which helps them to gain valuable clients for the long-run survival.