First impressions matter. And because your law firm will not get a second chance to make a great first impression, it is vital that you create a positive first impression with your potential clients from the very start.
Client intake is one of the most essential processes in building and running your law firm. It is the initial contact between your firm and the potential client. It is also an opportunity to introduce them to your business.
You can create a great first impression as you onboard clients by using customized and professional client intake forms.
A client intake form is a tool, sort of a questionnaire that your law firm can use to onboard clients. By filling the client intake form, your potential clients provide you with information about themselves and contact information, as well as the details of their case or type of services they are seeking from your law firm.
Going are the days when the client intake process was done on paper, when you had to jot down your clients’ info and case details on your legal pad during an intake call, all the while trying to ensure that you do not miss any of it.
With technology, you can now do this faster and more efficiently in an automated process by using the intake forms. This moves the process online from the paper era, by making the forms accessible digitally on your website, on text or on email where your potential clients can easily access them at their convenience.
By using these forms, you will significantly impact your business:
There are several available tools and software that your law firm can use to create a client intake form.
At DLS, we help our clients create client intake forms using Clio Grow Client Intake Software. We do this by offering Clio form building services for clients who use Clio.
Clio is a practice management software specially for lawyers and law firms to help them manage and run their businesses more efficiently by making tasks such as client intake, tracking time, managing matters and generating invoices easier.
Clio form builders are available to all Clio grow and Clio Suite Customers.
Using Clio form builders, we offer Clio form building services by creating forms specially tailored for you and your business, whichever your area of practice. Whether in real estate, family law, civil litigation or other area of practice, our Clio form building services are for you.
As part of our Clio form building services, we create customized forms that require information from your potential clients that is most relevant and applicable to your firm or practice, or that will elicit only the specific information you would like to obtain.
This may be information that may help with marketing, like how they found out about your firm, the person who referred them, why they chose you, or on client preferences like preferred modes of payment. You therefore only acquire information that is necessary to you, without having to sort through a pile of data to extract it. We do this by making use of the option to customize fields in the Clio form builders.
With our expertise in offering Clio form building services, we are also able to create forms that make provision for the giving of answers in line with your preference. You have the option to have potential clients answer by choosing from given multiple choices, drop down menus, yes/no answers, single line texts or paragraph line texts.
Should you want to add any tips you may want the client to consider when answering a question, set up fields that only accept valid information e.g. email addresses & other contact details like phone numbers, mark questions that must be completed before the form can be submitted etc., DLS can do this for you.
Additionally, we can also create room in the form for clients to upload files or documents if this fits with your preference and desired outcome.
Once we create the form, you can share it with your clients privately via email & SMS or make it public by linking it to your website. Clients can then submit their information straight into Clio grow.
Ready to get started and take your business to the next level?
Engaging DLS for Clio form building services could not be easier. All we’ll need from you is:
Because we want the best for our clients, and with our expertise in offering Clio form building services, we may also recommend fields, information, questions that you may consider including in the form to ensure ease of use by your clients.
Get in touch with us today for a free quotation on our Clio form building services and let us help you grow and make your business more efficient.