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 can reduce this time by 80%, allowing you to handle more clients with the same team.
How StableFloe 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 StableFloe free and discover how to save 10-15 hours per month on client intake.