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Client Intake Form

Lawmatics

Here's a list of the information commonly gathered with a legal intake form: Contact Information Full name Address Phone number Email address Demographic Information Date of birth Gender Marital status Occupation Case Details Nature of the legal issue (e.g., Estate planning intake form. Criminal defense intake form.

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Podcast Highlights: Client Journey Theory | Love Thy Lawyer

Lawmatics

Legal CRM More specifically, Matt and Louis talk about critical operational questions that a legal CRM can address: What mistakes do law firms make in building their business? How can legal software improve client communication (and reduce bar complaints!)? Matt worked as a criminal defense attorney for six years.