Client Intake Contract management Judge 
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Clio augments this process with a robust infrastructure for client intake reporting.
Percipient
JANUARY 20, 2025
For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. Their tailored onboarding process and collaborative feedback loop make it a standout choice for organizations looking for accuracy, efficiency, and a partner in their contract management process.
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3 Geeks and a Law Blog
OCTOBER 23, 2023
Marlene Gebauer 1:07 Well, you know, I’ll be the judge of that when when we’re all in Chicago. And then goes into the process of what he would want to know if he was just starting with contract management in that category. So my plans, I’m going to be there. I’m going to be there for the entire week. What’s happening?
Legal Tech Monitor
OCTOBER 23, 2023
Marlene Gebauer 1:07 Well, you know, I’ll be the judge of that when when we’re all in Chicago. And then goes into the process of what he would want to know if he was just starting with contract management in that category. So my plans, I’m going to be there. I’m going to be there for the entire week. What’s happening?
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