forms

How to Create a Legal Client Interview Form Template

How to Create a Legal Client Interview Form Template

Many lawyers liken client interviews to a first date. Using the same analogy, in today's digital first world, you could compare a client interview form to an online dating profile. The interview form gives you information about a potential client before you meet them, and forms part of your intake process. It allows you to screen leads to see if they’re a good fit for your services, and ensure there are no conflicts.

In this article, we discuss the importance of high-quality interview form templates, how you can use them to streamline your client intake process, and what questions you should ask to enhance the customer experience.

Using Automated Law Firm Invoice Templates in Microsoft Word

Using Automated Law Firm Invoice Templates in Microsoft Word

Administrative tasks can take up 48% of an attorney’s time. Automated templates drastically reduce time spent on repetitive tasks so you can be more responsive to clients and log more billable work to increase the firm’s revenue.

The most logical place to start is a quick win to create momentum and speed up the shift from manual processes to automation. Generating invoices is one of those recurring, time-intensive, and sometimes repetitive tasks that can be quickly and can easily be automated with technology such as Woodpecker’s Word add-in.