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CRM entry creation for new clients
Client Intake and Onboarding
Client Intake and Onboarding
Client Intake and Onboarding
CRM entry creation for new clients
Client Intake and Onboarding
Client information validation and background check automation
Client Intake and Onboarding
Calendar invites for initial consultations
Client Intake and Onboarding
Auto-assignment of intake forms to responsible attorney
Client Intake and Onboarding
Automatic document uploads and organization upon client submission
Client Intake and Onboarding
Automated e-signature requests for engagement letters
Client Intake and Onboarding
Automated conflict check workflows
Client Intake and Onboarding
Automate client intake forms and data capture
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Industries
Education
Corporate
Professional Services
Agriculture
Recreation
Arts
Food & Beverage
Social Services
Government
Wholesale
Healthcare
Retail
Non-profit
Religious
Lead gen
Ecommerce
Use cases
FAQ
Contact
Get Started
Client Intake and Onboarding