Practice Pro - Client Intake Training Video
Practice Pro Client Intake video
In this video we will walk through the Client Intake Module.
Video Transcript:
In this video, we'll walk through the Client Intake module, which allows the firm to track all client intakes from one place within the system.
The Client Intake module gives staff the ability to enter contact details, add connections, run conflict checks, set responsible attorneys, add memos, and add reviewers in which to approve, comment, or decline client intakes.
Navigate to the Client Intake module by clicking on Contacts.
On the left side of the screen, select the Client Intakes tab.
Here you can find and review previously created client intakes.
To create a new client intake, select the Add Client Intake button.
Start by entering client details.
In this example, potential client William Carter has called the firm, so you're going to spend some time asking William questions and entering in his information.
Type in the name of the prospect or company in the name field.
If this intake is for a company, be sure to toggle the organization slider at the top of the screen.
Add any other identifying information you have, and then click Save Details in the bottom right corner.
Your prospect is now a contact within the system, so you'll move forward with completing the available sections to learn more about him.
Please note, easy navigation is available by clicking on the icons at the top of the screen, though the system will walk you through these one by one as you scroll downward.
First, select the correct intake form using the drop down menu.
These are custom forms that were created based on the types of scenarios the firm encounters.
If the form you need isn't listed, please reach out to the firm administrator to request its creation.
Complete the form.
And when you're finished, click Save Form.
Now add Connections.
Click Add Connection.
Use the first drop down menu to select any other organization or person who is connected to this contact.
Then use the next drop down menu to describe the relationship between the new and existing contacts.
Next, add a title or notes if needed, then click Save.
Next, run a Conflict check.
Click Run Conflict Check Report.
Enter any relevant terms into the Search Terms section and then choose where to search within the system using the Search Location options.
Click Run Conflict Check Report and a PDF link will appear shortly.
Click the link to open your conflict check results.
Then Scroll down to the Responsible Attorney section and select the manager.