08/24/2026
Intake begins before the consultation.
By the time an attorney speaks with a prospective client, the firm has already created an experience through its response time, initial questions, information collection and internal handoffs.
When those early steps are unclear, staff repeats work and potential clients encounter friction before the legal conversation even begins.
I wrote about why intake should be treated as a workflow that starts with the first contact—not the consultation.
Read the article:
https://zurl.co/X0Wgj