Law Firm Client Intake

This page on law firm client intake is scheduled for a complete rewrite in 2020 to more directly align with the strategies in our new bestselling book The Small Firm Roadmap and the coaching we offer in the Lawyerist Lab.

Many small firm lawyers struggle to create a seamless, client-centered intake process and to track their intake performance with data and KPIs.

We do a lot of teaching about data-driven law firm client inake in our Lawyerist Lab program and include questions about these issues in our Small Firm Scorecard.

We’re in the process of building out this page, but in the meantime, we encourage you to learn more about our strategies for improving your law firm client intake outlined in the Small Firm Roadmap. You can download the first chapter here.

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