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Clienty Blog

Guides for running a better law firm

Intake, client experience, criminal defense workflows, and the practical side of practice management.

Law office reception desk with a tablet intake form, desk phone, and checklist clipboard

Intake & Growth

Law Firm Client Intake: A Step-by-Step Process (+ Checklist)

From the first call to a signed engagement letter: the seven stages of intake and where most firms lose clients.

8 min read

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Client Experience

Client Portals for Law Firms: What They Are and What to Look For

How a client portal cuts "any update on my case?" calls, and the features and security that actually matter.

7 min read

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