Blog

Tuesday, November 1, 2016

About McGrath & Spielberger's Intake Form

Partner  Jason McGrath explains how McGrath & Spielberger, PLLC utilizes confidential client intake forms to streamline the client on-boarding process and save clients time and money.

https://youtu.be/CXUDh1AaQd4

 

Here are some points for you to consider when filling out our confidential client form for legal assistance in North Carolina, South Carolina, Georgia, Florida, Ohio, or Tennessee.


  1. The potential client forms are confidential.

  2. We need to run a mandatory conflict of interest check which is required by law.

  3. Overall firm efficiency saves clients money by getting to the most important elements of your matter immediately.

  4. You control the information and it is given to the attorney in your own words so nothing is lost in translation.

  5. The more detail we can get on the intake form then it is much easier to evaluate your matter quickly and efficiently to determine if we can assist you.

  6. Intake forms ultimately benefit clients by providing more clearer communications and cost savings.



 

intake form

 

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