Focused on Corporate Law with a specialization in Mergers & Acquisitions, advising startups, private companies, and investors on complex business transactions, acquisitions, corporate restructuring, investment agreements, shareholder negotiations, and stra
Do you have a client intake system? Here's how to build a simple one. 📋
A solid intake process = fewer headaches + happier clients.
Be honest — which one sounds like you?
🔹 "Yes — it's automated and smooth."
🔹 "Sort of — I use email templates and a form."
🔹 "Not really — I wing it."
🔹 "Wait… what's an intake system?"
Wherever you land, here's a simple setup that doesn't require fancy software:
✅ Create a basic form
Use Google Forms or Jotform. Ask for name, contact, issue, and urgency.
✅ Set up an auto-reply
A quick "We got your message — here's what's next" email goes a long way.
✅ Use one calendar tool
Link Calendly or Acuity to your intake form for instant scheduling.
✅ Add a client folder rule
Auto-sort new inquiries in your inbox to avoid missing anything.
✅ Make a quick script
Write out 3–5 questions you'll always ask in discovery calls. Saves time.
💬 What's your current intake flow? Poll above ☝️ or comment your best tip for keeping client onboarding simple.
#LawyerTips #ClientIntake #LegalSystems #PollPrompt #SoloFirmEssentials
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Janelle Brooks
posted this 1 month ago
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Janelle Brooks
posted this 1 month ago
How a Refugee Found Legal Status and a Path to Citizenship 🌟
A Zambian resident came to the U.S. escaping conflict, alone and terrified. No documents. No translator. Just hope.
Her case was complex, denied once already. But we took a second look.
✅ Traced her country conditions.
✅ Gathered affidavits from community members.
✅ Filed for asylum and won.
Months later, she held her work permit.
Two years later, she was granted permanent residence.
Now? She's a volunteer, helping others do the same.
📌 A reminder: One case can change a life, and a community.
#ImmigrationLaw #ClientStory #AsylumApproved #LegalWins