Client Pre-Screening
Qualify legal leads before you waste a consult
#Productivity
#SaaS
#Legal
Client Pre-Screening – Qualify legal leads before you waste a consult
Summary: Client Pre-Screening helps law firms quickly qualify potential clients using a guided intake questionnaire, scoring, and instant summaries to assess case fit before consultations.
What it does
It collects structured case information through a guided questionnaire, scores leads, and provides instant summaries to streamline client qualification.
Who it's for
Law firms seeking to efficiently evaluate potential clients before scheduling consultations.
Why it matters
It reduces time wasted on unqualified consultations by enabling faster, clearer lead assessment.