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Automatically assign attorneys based on case area or availability
Client Intake & Onboarding
Client Intake & Onboarding
Client Intake & Onboarding
Automatically assign attorneys based on case area or availability
Client Intake & Onboarding
Initiate electronic signature requests for engagement agreements
Client Intake & Onboarding
Notify internal team of new client onboarding status updates
Client Intake & Onboarding
Perform conflict checks using existing client databases
Client Intake & Onboarding
Schedule initial consultations and synchronize with calendars
Client Intake & Onboarding
Send welcome emails and onboarding documents automatically
Client Intake & Onboarding
Set up automated reminders for clients to provide missing information
Client Intake & Onboarding
Trigger client satisfaction surveys post-onboarding
Client Intake & Onboarding
Document collection and verification
Client Intake & Onboarding
e-Signature collection and tracking
Client Intake & Onboarding
Intake call follow-up task creation
Client Intake & Onboarding
New client data push to CRM
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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