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Automatic scheduling of initial consultations
Client Intake & Onboarding Automation
Client Intake & Onboarding Automation
Client Intake & Onboarding Automation
Automatic scheduling of initial consultations
Client Intake & Onboarding Automation
Automatic welcome email series to new clients
Client Intake & Onboarding Automation
Secure file sharing via client portal setup
Client Intake & Onboarding Automation
Scheduled introductory calls based on client form responses
Client Intake & Onboarding Automation
Payment processing and retainer invoice automation
Client Intake & Onboarding Automation
Online client intake form submission to case management system
Client Intake & Onboarding Automation
New client welcome email sequence
Client Intake & Onboarding Automation
Digital signature collection and archiving
Client Intake & Onboarding Automation
Calendar event creation for initial consultations
Client Intake & Onboarding Automation
Automatic conflict check and client data validation
Client Intake & Onboarding Automation
Assigning attorneys/staff based on intake criteria
Client Intake & Onboarding Automation
Automated document requests and upload reminders
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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 & Onboarding Automation