Your firm only gets once chance to make a great first impression—is your intake process up to the task? Download this guide to uncover strategies used by top firms to streamline intake, build client trust, and grow their top line.

You’ve been ghosted by a client after a promising first call.

You’re tired of playing phone tag just to schedule a consultation.

Missed calls, late replies, confusing forms — small slip-ups in your intake process can quietly push good clients away. If any of these scenarios sound familiar, this guide is for you. 

You want a smoother, faster, and more professional start to every client relationship.

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When intake is complicated or slow, clients pick up on it. They don’t complain, they disappear. This guide breaks down 9 sharp, straightforward ways to tighten up intake so prospects stop vanishing and start converting.

Here's a sneak peak at the strategies you'll learn: 

• Build digital intake forms that sync with your practice
• Match forms to case types so you’re not stuck chasing down info
• Ask one surprisingly good question that boosts conversions
• Prioritize leads with a smart tagging system

Download the full guide now and see where your intake process is quietly costing you business—and how to fix it.

PracticePanther gives law firms a smarter way to manage everything from intake to billing. Build workflows that run in the background, track what matters, and turn lost hours into billable ones.

See how it works in a free, custom demo →

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