FinLegal: Redefining the Client Experience
FinLegal - Smarter Intake
Managing intake and client communication shouldn’t be this hard. So we’ve fixed it, for firms of every size.
Our Solution introduces powerful upgrades to how firms handle intake, onboard clients, and keep them engaged. Whether you're a high-volume practice or a small team juggling it all, this is for you.
For Larger Firms: Clean, Qualified Intake Before the Call
Case Sites now support smarter intake flows with conditional logic, so your team receives structured, verified details before picking up the phone. That means:
No more half-filled forms.
Clients who already feel involved and informed.
They expect your call. They know what it’s about. They understand what happens next. This is intake that builds trust from minute one.
For Smaller Firms: Time Back in Your Day
No intake team? No problem. Case Sites help solo and small firms get the same level of quality, without the headcount.
Clients pre-qualify themselves.
You hit the ground running with the right information.
Every call becomes more focused and productive.
Client Portal: Engagement, Simplified
Once the retainer’s signed, the Portal takes over. It’s fully customisable to your process so clients know exactly what’s happening, what they need to do, and when.
Clear steps. No confusion.
Fewer “What’s happening?” calls.
Clients feel heard, involved, and in control.
Collect Documents. Keep Momentum. Automate the Chase.
Add document requests and activities right in the Portal.
Automate follow-ups by status or inactivity.
Send alerts if a client goes quiet.
Works With Any Case Type
From PI to clinical negligence, employment to family — this is built to flex. You customise the experience once, then reuse across the board.
Make intake smoother. Keep clients engaged. Free up your team
Author: Sare Brownhill
Sare has worked in civil litigation for 24 years, in her career she has been both a litigator and latterly Head of Litigation. She is a qualified Legal Executive. She now dedicates her time to helping firms thrive within the constraints of CFAs, DBAs and fixed fees by using best in class automation to maximise claimant engagement and automate repetitive, costly work.
