Client Intake & Onboarding Automation

Client Intake & Onboarding Automation

eSignature collection and confirmation

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

File creation in practice management system

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Follow-up sequence for incomplete intake steps

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Address and contact validation and updates

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Trigger reminders for clients to submit missing documentation

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Automated client intake form collection and validation

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Automated collection and secure storage of identification documents

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Automated conflict of interest checks

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Automated creation of client folders in cloud storage

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Automated e-signature requests for engagement letters

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Automatic assignment of intake tasks to relevant team members

admiJuly 6, 20251 min read

Client Intake & Onboarding Automation

Automatic creation of client profiles in the legal case management system

admiJuly 6, 20251 min read

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