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Legal Intake System Services
Optimize Client Intake

From First Contact to Signed Agreement

Transform your client intake process into a streamlined, organized workflow that connects effortlessly with your case management system. Our experts configure your Legal Intake System to fit your lead management needs, improving response times and conversion rates.

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Comprehensive<br>Training

Comprehensive
Training

Learn how to use your Legal Intake System to capture leads, track progress, and turn prospects into clients with greater efficiency.

Customization<br>Guidance

Customization
Guidance

Receive expert advice on configuring workflows, fields, and automations so your intake process works exactly the way your firm operates.

Ongoing<br>Support

Ongoing
Support

Access continued guidance and technical assistance to ensure your team stays proficient and your system remains optimized over time.

Training and Support for Long-Term Success

Maximize your Legal Intake System’s potential with full-suite training, hands-on configuration help, and proven best practices that keep your intake process running smoothly.

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Streamline Your Client Intake Process

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Supercharge Your
Case Management

Products

Streamline case management from intake to closure with products including automations, a portal and more.

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Services

Get expert help with legal operations, from legal tech managed services, to staffing and virtual assistants, and more with our range of premium services.

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Support

If you’re seeking support for Neostella legal products or services, please check out our help site for assistance.

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Get an overview of Neostella and our legal product and service offerings.

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