Client intake

The steps a firm takes to take on a new client - collecting their details and documents, running any required checks, agreeing the terms and setting them up in the firm's systems.

For example, a law firm's client intake might include a form for the client's details, an identity and conflict check, an engagement letter to sign and a deposit request. When each step is a separate email, a new client can take days of chasing to get fully set up.

Why it matters to your firm: it is the client's first experience of working with you, and it is often the most repetitive admin your people do. A smoother intake is faster for the client and gives your team hours back. Start with an ops audit to see how long yours takes.