The Client Journey Starts Here: How FinLegal Transforms Intake
Experience Matters
In legal services, the first impression isn’t just important, it’s everything. For potential clients, that initial intake experience sets the tone for their entire journey with your firm. Unfortunately, it’s also where many firms lose momentum, miss crucial details, or fail to build trust early on.
At FinLegal, we’ve spent time working with firms to understand these pain points and we’ve designed our platform to solve them, one smart feature at a time.
A Better Intake Experience
The traditional client intake process often relies on manual forms, scattered emails, and follow-ups that feel more like chasing than welcoming. Leaving potential clients frustrated and having wasted time for legal teams.
FinLegal simplifies and modernises the intake process, so you can deliver a smoother experience from the very first click.
The Common Problems — and How FinLegal Fixes Them
Not enough information taken for meaningful follow-up:
Many firms receive enquiries with missing or vague details, making it hard to assess cases quickly or provide useful guidance.
Our solution:
Our smart, customisable case sites with inbuilt client questionnaires help collect the right information upfront — clearly and securely. You decide what you need, and clients fill it in on their own time, guided by an easy-to-use interface. No more back-and-forth just to get the basics.
👉 Outcome: Your team can respond faster, with insight and confidence, instead of chasing key details.
Potential clients aren’t invested in the process:
Sometimes, potential clients don’t feel committed, or they lose interest before you’ve had a proper chance to engage. A clunky intake process can create distance rather than build trust.
Our solution:
We help your firm present a professional, modern front right from the start. With automated responses, branded communications, and a streamlined onboarding journey, clients feel like they’re in capable hands.
👉 Outcome: You build trust early, keeping potential clients engaged and invested in your services.
Clients are unsure of next steps or whether they even have a case:
Confusion at intake leads to uncertainty — and uncertainty leads to drop-off. Clients need clarity and reassurance, even before their matter is formally taken on.
Our solution:
Once an intake form is submitted, we can automatically provide next steps, tailored to the client’s responses. Whether it’s booking a call, uploading documents, or waiting for assessment, your potential client always knows what’s happening next.
👉 Outcome: Less confusion, less drop-off and a far better experience for everyone involved.
From Enquiry to Engagement
With FinLegal, your intake process isn’t just more efficient it becomes a competitive advantage. You’ll convert more enquiries into clients, deliver a better experience, and free your team from repetitive admin.
✅ Smart, branded case sites
✅ Automated email/SMS follow-ups
✅ Engagement letters & e-signatures
✅ Clear next steps for every client
Ready to improve your firm’s first impression and start converting more potential clients?
👉 Book a live demo with our team
👉 Discover how firms like yours are using FinLegal to grow
Author: Sare Brownhill
Sare has worked in civil litigation for 24 years, in her career she has been both a litigator and latterly Head of Litigation. She is a qualified Legal Executive. She now dedicates her time to helping firms thrive within the constraints of CFAs, DBAs and fixed fees by using best in class automation to maximise claimant engagement and automate repetitive, costly work.
