Client intake software hasn’t fully gained traction in most U.S. law firms. But legal tech observers say the path toward greater adoption will likely require dismantling common misconceptions that client intake software creates a tech-only process, and finding easy-to-deploy platforms that live up to their marketing hype.
Deciding whether to leverage client intake software can be difficult because a platform’s accuracy varies by its level of integration into the firm’s other tech tools, said practice management attorney Hong Dao of the Oregon State Bar’s Professional Liability Fund.
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