In the legal profession, the client intake process is crucial as it sets the tone for the entire attorney-client relationship. This program will delve into the key components of an effective intake process, highlighting the importance of making a strong first impression and ensuring the accuracy and efficiency of information gathering. Attendees will discover how modern tools and technologies, such as CRM systems and AI chatbots, can streamline their intake procedures. Additionally, we will discuss best practices for maintaining high client satisfaction and strategies for continuous improvement to boost overall firm productivity and client relationships.