Inside, we cover: ️ What a modern legal client intake process actually looks like ️ How to use a simple intake flow chart to spot bottlenecks fast ️ Where automation actually saves time (and ...

Each organisation will have its own intake process and you will need to familiarise yourself with these. At Indigo we have the following Intake related documents: >Client Intake Assessment Policy >Client …

Client Intake Flow Chart Contact calls SBDC via phone, email, or in person for SBDC services; staff completes Appt Intake Guide Update info in NEO if needed Yes

Client Intake Flowchart We have developed a flowchart to help your staff and volunteers identify when a particular interaction should be recorded as a particular service type – eg an Information, Referral, …

Learn how to create a client intake process flow chart and explore the benefits of visualizing the process, from initial contact to follow-up.

Optimize your law firm client intake process with our 2025 guide! Streamline the legal intake flow and improve client onboarding. See how to improve your law firm's client intake process.

Transform your client acquisition with our guide to building an intake specialist law firm. Learn how to hire, train, and scale your team for maximum growth.

Client Intake Flowchart Client Attends court Sees CLC on duty This flow-chart has been developed to help your DUTY LAWYER staff and volunteers identify when a particular interaction should be …