Legal teams are often overwhelmed by chaotic intake processes - missed messages, delayed responses, and endless back-and-forths. This guide shows how structured workflows can help legal teams streamline requests, reduce inefficiencies, and operate with greater clarity and control.

• Learn what a legal intake workflow is and why it’s essential for modern legal teams.

• Discover the key components of a successful workflow, including centralized forms, automated routing, and analytics.

• Follow a step-by-step framework to audit, design, automate, and scale your intake process.

• Avoid common pitfalls and implement best practices for change management.

• See how legal tech, like LinkSquares, can transform your intake process into a scalable, efficient system.

Whether you’re building a new process or optimizing an existing one, this guide provides the tools and insights to help your legal team thrive.

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