Managing attorneys capture client records from intake forms
Managing attorneys capture client records from intake forms
Managing attorneys risk intake delays and entry errors when discovery forms need manual re-entry. Standardized client records are created on submission so intake begins immediately.
Overview
Small legal firms can't afford intake delays that erode client trust. This workflow captures estate planning discovery submissions and creates or updates client records in your practice system so intake and case staff start setup immediately. Firms report faster handoffs and fewer data-entry mistakes.
Notable Features
- Create or update client records
- Format dates and address fields
- Notify intake with complete details