Intake forms discussion

Assessing client’s viability for a Law Firm to the layman is something they may have never heard of.  May of us grew up seeing attorneys fighting for justice in the criminal court’s arena like Atticus Finch, a criminal trial attorney fighting for the innocence of a wrongfully accused man in the racially motivated South.  In fact, many attorneys work in corporate law.  Whether in Corporate Law or Criminal Law making sure your intake of data from your client must be factual, free from potential conflicts is paramount to ensuring you reduce liability for your Firm.  Firms traditionally rely on paper intake forms to gather the information necessary to assess the potential client.  This article lays out the advantages of online intake forms versus the old school analog approach.  Or hard copy intake forms.

https://www.lawtechnologytoday.org/2019/07/online-intake-forms-an-ethical-concern-or-duty/

-MS