09/30/2026
Client intake isn't just answering the phone. It's the entire journey from first contact to signed client: capturing the lead, screening for fit, consulting, and onboarding.
Miss a step, or move too slowly through one, and you lose the case to a firm that didn't.
Our Complete Guide breaks down every stage of the intake process, plus where automation and AI genuinely help, and where they legally can't go (looking at you, "AI predicts your case value" chatbots).
If your firm is still piecing intake together manually, start here 👉 https://hubs.ly/Q04vXWCy0