Operations

Operations

The Law Firm Client Intake Process: 6 Steps That Convert

A clear, six-step client intake process for law firms, from the first call to a signed retainer, plus the follow-up step most firms skip and how to run it without hiring.

Manuel M. · Jul 1, 2026 · 2 min read

Operations

Is Automated Outbound Calling Legal? TCPA and Ethics for Law-Firm Follow-Up

Is automated outbound calling legal for law firms? Yes — when it is warm follow-up to people who already contacted you. Here is the line between compliant follow-up and cold outreach.

Manuel M. · Jun 22, 2026 · 2 min read