Is your law firm ready for AI? Score your Standard Operating Procedure maturity across 6 critical practice management categories and get a personalized roadmap for operational excellence.
Is your client onboarding and case evaluation process standardized?
Q1.Our initial client intake process follows a documented checklist covering conflict checks, engagement letters, and fee agreements.
Q2.We have a standardized screening process to evaluate case viability before accepting new matters.
Q3.Client information is captured in a consistent format and immediately entered into our case management system.
Q4.Follow-up procedures for prospective clients (timelines, touchpoints, decision criteria) are documented and followed.