Bilingual intake for South Florida law firms  ·  Coral Gables · Brickell · Pinecrest  ·  Se habla español

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By Plan

Learning Paths by Plan

Follow the path for your LegalCRM plan. Each one starts with the New Attorney Intake Playbook and adds the courses your plan includes.

Solo Path

For the Solo plan: the New Attorney Intake Playbook, then Intake That Signs, in two parts.

Included Courses:
  1. 1 The New Attorney Intake Playbook
  2. 2 Intake That Signs, Part 1: Setup and Fast Replies
  3. 3 Intake That Signs, Part 2: From Conflict Check to Signed
Begin This Path →

Practice Path

For the Practice plan: everything on the Solo path, then Team Intake in Two Languages for your staff, the AI voice agent, and website chat.

Included Courses:
  1. 1 The New Attorney Intake Playbook
  2. 2 Intake That Signs, Part 1: Setup and Fast Replies
  3. 3 Intake That Signs, Part 2: From Conflict Check to Signed
  4. 4 Team Intake in Two Languages, Part 1: People and Language
  5. 5 Team Intake in Two Languages, Part 2: AI, Reviews, and Reporting
Begin This Path →

Group Path

For the Group plan: everything on the Practice path, then Intake Across Offices for routing, call tracking, case management hand-off, and the monthly review.

Included Courses:
  1. 1 The New Attorney Intake Playbook
  2. 2 Intake That Signs, Part 1: Setup and Fast Replies
  3. 3 Intake That Signs, Part 2: From Conflict Check to Signed
  4. 4 Team Intake in Two Languages, Part 1: People and Language
  5. 5 Team Intake in Two Languages, Part 2: AI, Reviews, and Reporting
  6. 6 Intake Across Offices, Part 1: Standard, Routing, and Sources
  7. 7 Intake Across Offices, Part 2: Hand-off, Governance, and Review
Begin This Path →