Client Intake for Law Firms

Assesses financial risk

Analysis compiled and recommendations

Acquire personal and business information

ISO27001:2022 Certified

Integrated Solutions at All Stages of Cash Cycle

Conflicts Check

Client Intake

Billing

eBilling

A/R Management

Cash Application

Data protection and secure online payments law firms

Early Stage Intake

Client intake is one of the most important steps in the Revenue Cycle and is critical to assessing risk. We utilize experienced attorneys to manage the process for new clients, as well as new matters for existing clients overseeing every detail with regard to Matter Memo, bill groups, rates, insurance, legal documentation, engagement letters, and other tasks enabling the team to acquire personal and business information needed to open new matters in the billing system.

Benefits of Client Intake for Law Firms

Acquire personal and business information needed to open new matters in the billing system

Assesses financial risk, legal merit and conflicts​

Recommendations for credit limits or retainers​

ISO23001 Certified

Analysis compiled and recommendations sent to client ​

contact us

Learn More About
Client Intake Services for Law Firms