Z4C RESOURCE
Client intake for law firms
Collect case inquiries, qualify fit, and gather the information your intake team needs to respond fast.
Task steps
- Identify the case type and urgency
- Qualify the inquiry against your firm's practice areas
- Gather the missing details from the potential client
- Send the qualified lead to the assigned intake manager
- Record response times and incomplete follow-ups
Next step
Request a 20-minute call. Describe one repeated task and the task owner. You do not pay for this call. Z4C sends a one-page plan only if Z4C can do the task.
Request a 20-minute call