Jurisvio Editorial Team ·
How to automate client intake as a lawyer?
Practical guide to automate your client intake process: conflict checking, case creation, sending engagement letters.
Why automate client intake?
Client intake is often time-consuming: manual conflict checking, case creation, drafting engagement letters. Automation removes part of these repetitive steps; compare the time spent before and after on a pilot.
How Jurisvio automates your intake
- Automatic conflict of interest checking
- Automatic client case creation
- Personalized engagement letter generation
- Automatic sending for e-signature
- Notification once signed
Automate your client intake today
Try Jurisvio free and see how much time you recover on client intake.