166
PageLightPrime Solutions

Advanced Client Intake for Law Firms

Clients must be evaluated before fee arrangements and the intake process is initiated. Clients during the sales process are handled by an internal compliance team. Legal workflow must confirm that the service offered by the law firm is aligned with client requirements and all the regulatory checks must be carried out. Legal tech solutions can guide the users to perform necessary due diligence as required by law and organization governance.


Covert leads with confidence

PageLightPrime Legal CRM  offers the best cloud solution for attorneys to manage the leads during the sales cycle. Initial client requests are handled by law firm intake software  where clients provide details of the legal services they need. BD team can evaluate spam and forward it to the attorneys to make initial contact with the prospects and understand more on the service fit between the firm and the clients. During this stage, additional details can be requested for the compliance team to perform on ethical and bar association guidelines check using law firm conflict check software.


KYC, AML and more

In addition to conflict check self-reported KYC can be sent to the leads. KYC can be customized as per the practice area requirements and supporting documents can be collected, which are usually uploaded using law firm client portal . AML is required for corporate, and some litigation matters where search can be performed against US treasury or D&B data.


Client profile as records

PageLigthPrime  legal practice management solution  is the collaboration platform for all law firm users to perform their daily tasks. Client reports must be stored in the Legal DMS with records management policy applied so only approved users can access confidential information. When the law firm is ready to engage the clients, engagement letter can be assembled using legal automation software  which will include the services and disbursements from the quotations. 

Related Articles