What Is Legal Client-Intake Management?

A PI firm needs to gather a lot of information before it decides whether it can commit its resources and accept a case.

Thus a legal client intake is a robust process of collecting detailed case information from prospects in order to correctly qualify leads and accept them as cases. During this process, law firms may run conflict checks and provide an initial consultation to prospective clients. At the end of this legal intake process, the law firm may accept or decline representation to the client.

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