Clustdoc is the new way to request, receive and process files and information as part of an onboarding, online application or registration. It's free to try and can get started today!
Use this intake process template from Clustdoc to get your client started on the process of working with you on any legal matters.
Guide them through the process, starting with having them fill out and sign a client intake form. The client will be able to sign the document using Clustdoc’s e-signature feature, removing the need to print and sign a physical copy.
After they are done with the client intake form, the clients will be able to book an initial consultation within minutes.
The template also allows you to easily collect relevant information about your clients, including valid passport or driver’s license, financial information, accusatory documents, and other legal documents.
The clients can also sign the representation agreement using their e-signatures and pay the legal fees without ever leaving the portal.
