During the initial client meeting, the lawyer gathers pertinent information for the case. How this is done will vary. Some lawyers provide the client a questionnaire to complete in advance. Others will have administrative personnel meet with the client to acquire the information. While these methods are efficient and do not infringe on the lawyer’s time, there is good reason why the lawyer should be involved in the intake process.
Home Business4Law Efficient business process Why lawyers should be involved in the intake process with clients