How to Set Up Client Intake for Your Law Firm
Good intake turns more inquiries into signed clients. Here is how to set up a fast, consistent intake process for your firm.
Tools you'll need
Step by step
- 01
Map your intake steps
Write out what happens from first contact to signed client: inquiry, screening, consult, engagement, and onboarding.
- 02
Add an intake form and CRM
Capture inquiries in a legal CRM like Lawmatics or Clio Grow instead of scattered emails and notes.
- 03
Automate the first response
Send an instant acknowledgement and next steps the moment someone submits an inquiry.
- 04
Screen and schedule consults
Use qualifying questions and an online scheduler so only fit prospects book a consultation.
- 05
Send engagement letters and e-sign
Automate engagement letters with e-signature so clients can sign quickly and you get paid faster.
- 06
Onboard and hand off to matters
Once signed, move the client into your practice-management system with a clean onboarding checklist.
Frequently asked
What is legal client intake?
The process of turning an inquiry into a signed client: capturing, screening, consulting, and onboarding.
What software is best for law firm intake?
Lawmatics is purpose-built for legal intake and marketing; Clio Grow is ideal if you use Clio.
Why automate intake?
Fast, consistent follow-up converts more inquiries into clients and frees your team from manual chasing.
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