Administrative Managed Services

Client Intake for Law Firms

Client Intake for LawyersClient Intake for Lawyers
Client Intake Services for Law Firms of All Sizes

Client Intake for Lawyers

Frontline utilizes experienced attorneys to manage the intake process for new clients, as well as new matters for existing clients. Our India Operations Center is extremely secure, based on ISO23001 compliance standards. Frontline oversees every detail with regard to Matter Memo, bill groups, rates, insurance, legal documentation, engagement letters, and more. This enables the team to acquire personal and business information needed to open new matters in the billing system. Risk assessments, such as the financial viability of bringing on a new client or matter, and recommendations for credit limits or retainers, may be performed at this time if included in the firm’s process. Results of the intake are compiled and sent to client for filing.

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Benefits of Client Intake for Lawyers

Gather Essential Information

Assess Legal Merit

Check for Conflicts

Ensure Efficiency & Risk Management

Client Intake Services for Attorneys and Law Firms

Our client intake services are just part of the Administrative, Financial, and Managed IT Services to keep your law firm running smoothly.


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