In today’s competitive legal market, client acquisition starts long before you enter the courtroom. It begins with the intake process—and too many law firms are still getting it wrong.
At Clerx, we’ve studied hundreds of law firm workflows, from solo immigration attorneys in Boston to mid-size personal injury firms in Florida. The conclusion is clear: perfecting your intake process isn’t just a marketing tactic—it’s a growth strategy.
Here’s your comprehensive guide to building an intake system that actually converts, using modern tools like AI receptionists and client-friendly workflows.