Client intake is a chain of decisions, not only a form. It can include the first response, conflict screening, qualification, consultation scheduling, engagement, and follow-up. A clear intake workflow gives every person the same next action and protects sensitive information. Clio documents that prospects can save and return to intake forms, which shows why status and follow-up matter.
client intake
The process of receiving a potential client, collecting needed information, checking fit, and deciding the next step.
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