Legal & Policy

Client Intake Checklist For Small Law Firms

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Clio has released a Client Intake Checklist aimed at small law firms to improve client engagement and conversion by providing clear guidance on capturing interest, screening clients effectively, preparing for initial meetings, and post-onboarding steps. This tool is crucial for legal professionals seeking to streamline operations and enhance profitability through efficient client intake processes. For content creators, the key takeaway is the emphasis on structured approaches in professional services that can be adapted into educational or promotional materials.

Read the full article at Above the Law

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