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Tag: Client intake software

Practical Use Cases that Law Firms Can Use Automation to Convert More Leads & Streamline Client Intake for Higher Engagement

Automation help through technology

How to Automate Your Law Firm’s Intake and Engagement Process: Best Practices, Use Cases, and Service Providers  If you’ve ever wondered how to streamline your law firm’s client intake and engagement process, you’re not alone. Many firms still rely on outdated methods to track leads, send intake forms, schedule consultations, and onboard new clients. But […]

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