Client intake is the foundation of a successful legal practice. This module explores the essential process of client intake—what it is, how it’s conducted, and why it’s critical to the operational and ethical success of a law firm.
The client intake process is more than just paperwork—it’s the first step in building trust, understanding the case, and preparing a strong defense. This module dives into the critical information legal professionals must gather during intake, the common questions clients ask, and the concerns they often express when facing criminal charges.
Once the client intake is complete, the next steps are crucial for setting the stage for a productive attorney-client relationship and an effective defense strategy. This module guides legal professionals through the essential tasks to complete after intake to prepare the attorney for their initial review and consultation with the prospective client.
A well-executed client intake sets the tone for the entire defense strategy. This module equips legal professionals with practical tips, proven techniques, and valuable resources to conduct efficient, thorough, and client-centered intakes in criminal defense cases.
You'll receive:
Client Intake Checklist
Client Intake Form Template