Articles about: Intake

Partners spend 2.5 hours daily managing email. 7 proven strategies — from intake forms to workflow automation — with ROI calculations and a decision matrix.

Slow response times, no follow-up, unclear intake: the most common reasons good instructions end up with the competition — and what you can do about it.

Firms that respond within 5 minutes are 21x more likely to win the instruction. What that means for your practice — and how to speed up your first-response process.

A practical minimal form for law firms: 7 fields that enable routing, follow-ups, and KPIs – without deterring clients.

A practical model to prevent inquiries from disappearing in the inbox: status, owner, follow-ups, and metrics.

A pragmatic follow-up system for law firms: 3 timepoints, text templates, stop rules, and KPIs – so inquiries don't get lost.

A quick self-check for law firms: Where are you losing inquiries, time, and quality? With concrete checklist.

Two practical status models for law firm intake – including owner/SLA logic, follow-up triggers, and copy/paste table.

When a rule set is enough and when AI in intake really makes sense – with decision matrix, risks, and minimal starter setup.

A minimal process for conflict check in intake: when to check, what data is enough, and how to build the flow so nothing blocks.

Pragmatic rules for intake data: Validation at the source, duplicate logic, and edge cases that otherwise destroy routing/follow-ups – including rule set to copy.