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Jen
Legal Intake Specialist
Created by Yobi
4.9 (89 reviews)
35 min setup
About This Agent
Streamline your law firm's client intake process with Jen. She conducts initial consultations, gathers case information, schedules attorney meetings, and ensures all necessary documentation is collected while maintaining strict confidentiality.
Key Features
Client intake interviews
Case information gathering
Document collection
Attorney scheduling
Conflict checking
Confidentiality compliance
Integrations
Clio
MyCase
PracticePanther
LawPay
DocuSign
Reviews (1)
Jennifer MartinezMartinez & Associates Law
2/15/2024
Professional and thorough
Jen handles our client intake process with remarkable professionalism. The documentation is always complete and organized. Worth every penny.
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