- 3 Pitfalls to Avoid: How Law Firms are Navigating Cybersecurity Questionnaires from Insurance Carriers and Clients
- 5 Security Measures Law Firms Must Have
- About Frontline
- Admin Training Videos
- Administrative Managed Services
- Application & Technologies
- Arctic Wolf
- Baseline Assessment Review
- Best Practices in Client Intake Process & Conflict Checks
- Calendar
- Careers
- Client Training Videos
- Cloud Technology and Legal Trends: A Roadmap for Modernizing Law Firms
- Contact
- Contact Thank You
- Cyber Security Risk Assessment
- Events
- Financial Managed Services
- Frontline Home
- Frontline Home
- Insights
- IQTrack
- iRIS
- IT Managed Services
- App Development for Law Firms | Frontline Managed Services
- Cybersecurity Services for Law Firms | Frontline Managed Services
- Help Desk
- IT Administration Services for Law Firms | Frontline Managed Services
- IT Engineering Services for Law Firms | Frontline Managed Services
- IT Legal Operations Powered by ServiceNow
- Managed IT Services Solutions
- Network Monitoring Services for Law Firms | Frontline Managed Services
- Litigation Services
- Login
- MITS
- Office in a Box
- Press
- Privacy Policy
- Safeguard Your Law Firm: Key Steps for Law Firms to Implement and Maintain Effective Security Policies
- Skillbuilder
- System Status
- Webinars
- #5823 (no title)
- 4 Ways Law Firms are Saving Billable Time and Increasing Cash Flow Through Automation
- 8 Critical Aspects of Cybersecurity Training for New Law Firm Employees
- 8 Phishing Strategies Hackers Use to Infiltrate Your Law Firm
- Effective eBilling Solutions for Law Firms
- Increase Profitability and Free Up Billable Time by Optimizing Your Cash Cycle
- Is Your Backup Protecting Your Firm’s Data? 4 Critical Aspects of a Successful Disaster Recovery Plan
- Legal Cybersecurity: How to Protect Your Firm Against Rising Threats
- Looking Ahead While Looking Back: Best Practices Road Map for A/R in 2023
- Maintaining A/R Stability During Crisis Instability
- Mobile Devices & Social Media – Discovery Considerations for ESI Preservations
- Optimizing the Client Intake to Cash Process: Best Practices to Maximize Firm Profits
- People, Process, and Technology in a Work from Home Environment
- Ransomware Realities
- Secure Your Firm’s Data
- Security Resource Constraint – A Modern Problem for Legal Presented by Frontline Managed Services & Arctic Wolf
- Virtual Lunch & Learn: Top Tools Law Firms Can Leverage to Work Seamlessly From Anywhere
- 3 Pitfalls to Avoid: How Law Firms are Navigating Cybersecurity Questionnaires from Insurance Carriers and Clients
- 5 Security Measures Law Firms Must Have
- About Frontline
- Admin Training Videos
- Administrative Managed Services
- Application & Technologies
- Arctic Wolf
- Baseline Assessment Review
- Best Practices in Client Intake Process & Conflict Checks
- Calendar
- Careers
- Client Training Videos
- Cloud Technology and Legal Trends: A Roadmap for Modernizing Law Firms
- Contact
- Contact Thank You
- Cyber Security Risk Assessment
- Events
- Financial Managed Services
- Frontline Home
- Frontline Home
- Insights
- IQTrack
- iRIS
- IT Managed Services
- App Development for Law Firms | Frontline Managed Services
- Cybersecurity Services for Law Firms | Frontline Managed Services
- Help Desk
- IT Administration Services for Law Firms | Frontline Managed Services
- IT Engineering Services for Law Firms | Frontline Managed Services
- IT Legal Operations Powered by ServiceNow
- Managed IT Services Solutions
- Network Monitoring Services for Law Firms | Frontline Managed Services
- Litigation Services
- Login
- MITS
- Office in a Box
- Press
- Privacy Policy
- Safeguard Your Law Firm: Key Steps for Law Firms to Implement and Maintain Effective Security Policies
- Skillbuilder
- System Status
- Webinars
- #5823 (no title)
- 4 Ways Law Firms are Saving Billable Time and Increasing Cash Flow Through Automation
- 8 Critical Aspects of Cybersecurity Training for New Law Firm Employees
- 8 Phishing Strategies Hackers Use to Infiltrate Your Law Firm
- Effective eBilling Solutions for Law Firms
- Increase Profitability and Free Up Billable Time by Optimizing Your Cash Cycle
- Is Your Backup Protecting Your Firm’s Data? 4 Critical Aspects of a Successful Disaster Recovery Plan
- Legal Cybersecurity: How to Protect Your Firm Against Rising Threats
- Looking Ahead While Looking Back: Best Practices Road Map for A/R in 2023
- Maintaining A/R Stability During Crisis Instability
- Mobile Devices & Social Media – Discovery Considerations for ESI Preservations
- Optimizing the Client Intake to Cash Process: Best Practices to Maximize Firm Profits
- People, Process, and Technology in a Work from Home Environment
- Ransomware Realities
- Secure Your Firm’s Data
- Security Resource Constraint – A Modern Problem for Legal Presented by Frontline Managed Services & Arctic Wolf
- Virtual Lunch & Learn: Top Tools Law Firms Can Leverage to Work Seamlessly From Anywhere
Client Intake for Law Firms


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.
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.