Client Intake Legal software Magazine 
Attorney at Work
APRIL 30, 2021
A past chair of ABA TECHSHOW, he is co-chair of the ABA Law Practice Division Futures Initiative and co-authors Future Proofing, a column about the future of law practice in the ABA’s Law Practice magazine. For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms.
Attorney at Work
AUGUST 27, 2021
Like a practice management workflow, you can create templates for oft-used projects and processes — i.e., new client intake with all the necessary steps listed, staff assignments, and deadlines. Nerino is a certified independent consultant for a number of legal products and a technology editor for ABA GPSolo magazine. .
Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. When you open the app and create a new notebook, you can choose from a variety of different templates including legal paper.
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