legal intake workflows

Stop sending clients on a scavenger hunt for documents, build a 10-minute eligibility packet that cuts follow-up calls

Your intake line is full. A client finally gets through, and you can hear the stress in their voice. You ask for proof of income, a lease, a notice, a case number, a copy of an ID. They say they have some of it, somewhere. You tell them to email what they can, and you’ll […]

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Single front door intake that stops drop-offs and boosts completed intakes in 60 days

The intake queue is exploding. Staff are doing the same steps twice. Someone prints a form “just in case,” then scans it, then emails it, then re-types it. Meanwhile, the applicant disappears halfway through because the process feels like a maze. A single front door intake fixes the first mile of your work. You choose

Single front door intake that stops drop-offs and boosts completed intakes in 60 days Read More »