Traditionally, law firms relied on manual methods for client intake. Attorneys and staff would gather necessary information through face-to-face meetings, phone calls, or paper forms. Although this approach was effective to a certain extent, it was time-consuming and prone to human error.
Furthermore, the traditional approach often resulted in delays in gathering the required information, leading to potential missed opportunities or inefficiencies in handling cases. Law firms needed a more streamlined and efficient method to improve their client intake process.