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Client record updates in CRM
Client Intake & Onboarding
Client Intake & Onboarding
Client Intake & Onboarding
Client record updates in CRM
Client Intake & Onboarding
Conflict of interest checks
Client Intake & Onboarding
Creation of new matter in case management system
Client Intake & Onboarding
Document collection and organization
Client Intake & Onboarding
E-signature requests and tracking
Client Intake & Onboarding
Initial consultation scheduling
Client Intake & Onboarding
Pre-engagement correspondence management
Client Intake & Onboarding
Risk assessment and AML/KYC automation
Client Intake & Onboarding
Assigning initial consultation slots automatically
Client Intake & Onboarding
Automated appointment confirmation and reminders
Client Intake & Onboarding
Automated new client data collection and database entry
Client Intake & Onboarding
Client profile creation in CRM upon form completion
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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