Cut Your Client Intake Time by 70 Percent
Grab our Three-Step Digital Intake Checklist and see how high-volume firms move from nine hours per case to less than three.
Get the ChecklistWhat You Will Learn
Audit Questions
The exact audit questions that expose hidden intake friction
Digital Flow
A proven digital flow that eliminates manual re-entry
Launch Plan
The launch plan our clients use to lock in results within five days
Get Your Free Checklist
Fill out the form below and we'll send the PDF directly to your inbox.
Why It Matters
Faster, error-free intake means:
More Cases Opened
Free your paralegals to work on billable tasks
Happier Clients
No more paper forms or lost signatures
Consistent Data
One source of truth across HubSpot, DocuSign, and your case system
How It Works
Fill Out the Quick Form
Takes less than 60 seconds to complete
Check Your Email
Receive the PDF checklist instantly
Apply & See Results
Apply one step this week and watch cycle time fall
Need Help Implementing?
Book a free 30-minute strategy call once you have the checklist. We'll help you identify quick wins and build a roadmap for faster, error-free intake.
Or skip the form:
📅 Book Your Strategy Call