Client Intake Approvals
Automating the client intake process results in an enhanced onboarding experience for the new prospects.
Why automate?
Establishing a solid relationship with the new prospects lays the foundation for long-term relationships. The process involves collecting relevant information, assessing client needs, and determining the legal services. This sets the foundation for long-term client-lawyer relationships and ensures that the legal team is updated with the client’s needs regularly. The client intakes need to be approved by a set of multiple stakeholders which involves legal assistants, paralegals, and attorneys who need to be coordinated and communicated precisely. Handling this process manually can be time-consuming as it is prone to errors, delaying onboarding and affecting the client experience.
Having an automation tool like Cflow can greatly benefit legal teams by enhancing the efficiency and accuracy of the client onboarding process. Cflow is a no-code AI-powered workflow automation tool that lets legal teams create automated workflows that optimize the client onboarding process by guiding it through all necessary steps for approvals before proceeding with the legal representation. This not only enhances the onboarding experience but also ensures all necessary legal information is captured accurately.
How Cflow Can Help Automate the Process
Transform & streamline business processes with cloud BPM & workflow automation software.
Join 100k + Users Who Are Already Using Cflow
“I’m really impressed with the support provided by Cflow. There has never been a time when they have kept me waiting. A product that is simple to use and a team that is smart and extremely fast are factors that help me feel reassured and confident.”
“The WFH environment during the COVID-19 pandemic made it clear how inefficient our processes were. Cflow allowed us to digitize paper forms with automated workflows. If you can envision a tool for an online workflow, it can be done in Cflow!”
“We are extremely liking CFlow. So far any issues that we’ve had once we contacted support they were able to help us resolve the issue. This has helped us take a paper process and replace it, faster and more streamlined now for us.”
