A simple intake form that saves a law office ten hours a week
Collecting the right facts up front cuts back-and-forth emails and screens out matters you cannot take.
Small firms lose hours to phone tag with prospective clients. A structured intake form turns that time into billable work.
Ask only what you need
Name, contact details, matter type, key dates and the other parties. Ten fields is plenty.
Route by matter type
Send urgent matters straight to a lawyer's calendar, and decline out-of-scope work with a friendly referral. Pair it with sound back-office help and explore the legal & professional desk.
This guest column was reviewed by the Local Dispatch editors before publication. Views are the author's own. Write for us.
