Legal matter intake in a law firm refers to the process of initial client interaction, ensuring strong client relationships as well as help to make well-informed business decisions. It evaluates the merits of new business (matter) as well as new clients to propose further plans. The legal intake process establishes the first impression of lawyers on clients aiming to convert a lead into a paying client. Successful legal firms, as well as sole practitioners, are already following the legal intake process to organize their marketing efforts and provide enhanced service to the clients reaching them. New client matter intake is considered the most cumbersome activity for attorneys, which shifts their focus from other challenging legal issues.

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