Client Intake Questionnaire

Legal Firms – Client Intake Questionnaire

For Attorneys, Paralegal and Law Firms

Operating legal firms efficiently begins with streamlined client communications. Every attorneys, paralegal consults and associated law firms should establish client relations only after client intake process. This process helps advocates/attorneys to understand scope of representation, investigate, assessment of cases and legal opinions based on information collected from the clients. Drafting a client engagement letter outlining the scope, which requires mutual acceptance of the client & attorney. Again, this solve challenges in communication by collecting the primary contact option and preferred time to connect. Adding to it, you can ensure whether the client is capable of handling attorney client portal or not, then provide access to client portal when requested on will.

The simplified version of the legal client intake form and questionnaire will enable you to:

Collect client personal, employment and contact information
Understand the case type, parties involved and history of the case
Opt-in commitment for client portal access and payment methods
Acceptance of terms and scope of the proceedings

Company overview
Our solutions

Company overview

The Park Intelli solutions is established in the year 2011 by Anand Jesudass, a pioneer for his uncommon vision. The strong foundation placed by his extraordinary business acumen and relentless determination has seeded the group with a strong set of values and fundamentals.

After the mighty success for other concerns in the past 9 odd years, Anand has held those values closer than ever, aiming more on its business objectives surpassing conventional archetypes and setting new standards.

Our business perception
With ISO standardized norms, we develop and deliver the agile outputs to continue our venture.

Our people’s principles
Our team of tech-heads, savvy businesspeople and creative minds are doers who work to enhance the business in 360 aspects

Vision and mission
The firm had its origin with a petite team of highly qualified and veteran professionals, constantly providing better business solutions to the clients. We at Park Intelli Solutions, strive towards the goal of delighting our clients and assisting them in attaining a competitive advantage across the board. We ponder in the development of good organizational capabilities to preserve a sustainable client base around the globe.