How a Law Firm Automated Client Intake

Industry: Legal 

Business Type: Law Firm

Before: 

Client onboarding at this firm was bogged down by redundant data entry across multiple disconnected systems. No one was assigned to manage data integrity, leading to errors, inefficiencies, and lost productivity. Lawyers spent more time juggling admin than practicing law.

After: 

With an optimized data flow and smart system integrations, intake became seamless. A visual map of system connections empowered the firm to make future changes confidently—without breaking their workflows. The result? Faster onboarding, fewer errors, and more time for legal work that drives revenue.

The Impact: 

✔ Streamlined client intake 

✔ Reduced risk of data-entry errors 

✔ Freed attorneys from low-value tasks 

✔ Infrastructure ready for growth

When your systems talk to each other, your team gets back to what matters most—winning for your clients.