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.

What You Will Learn

  • The exact audit questions that expose hidden intake friction

  • A proven digital flow that eliminates manual re-entry

  • The launch plan our clients use to lock in results within five days

Get the Checklist

Why It Matters

Faster, error-free intake means:

  1. More cases opened – free your paralegals to work on billable tasks

  2. Happier clients – no more paper forms or lost signatures

  3. Consistent data – one source of truth across HubSpot, DocuSign, and your case system

How It Works

  1. Fill out the quick form

  2. Check your email for the PDF checklist

  3. 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.