Client intake

Instructions

Do you want an easier, kinder, less robotic
client intake?

Let us help you get started.

Below we have a set of instructions to get you started with your Client Intake Questionnaire, and a link to instructions for the Legal Chat Bot.  We have also shared some information to help you think through the workflow for your client intake process, and how you might use these products to improve the way you introduce clients to your practice.

Online Questionnaire

(Client intake)

Have a read of the options and click on the link that will help you to get started.

Getting started

Step by step

instructions

Overview

Our onboarding video

Improving systems

Send less

How do you send
only some of the sections
to your client?

A blog post from

our webinar on 

improving your client 

intake process.

Client intake

Our webinar with Professor
Patrick Parkinson AM
on the client intake process.

Your client

Step by step instructions
that you can
send to your client

Keen to get started?

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