Legal Intake Glossary
Plain-English definitions of the terms you'll encounter when thinking about client intake, lead qualification, and legal technology.
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Case Screening
Evaluating a potential case to determine if it meets your firm's criteria before committing resources to pursue it.
Case Value
The expected monetary worth of a legal case, used to assess whether the case justifies the resources required to handle it.
Client Intake
The process of gathering information from a potential client to determine if their case is a fit for your firm and to collect what's needed to begin representation.
Contact Form
A web form that collects visitor information—typically name, email, phone, and a message. The traditional default for law firm websites.
Conversion Rate
The percentage of leads that become paying clients. The number that tells you whether your intake process is working.
CTA (Call to Action)
The prompt that tells website visitors what to do next—'Call now,' 'Chat with us,' 'Get your free consultation.' The bridge between browsing and becoming a lead.
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Lead Qualification
The process of determining whether a potential client's case is viable, valuable, and appropriate for your firm before investing significant attorney time.
Lead Scoring
A system for ranking potential clients based on how likely they are to become valuable cases, so your team knows who to prioritize.
Legal Chatbot
Software that handles conversations with potential clients on law firm websites, ranging from simple scripted bots to sophisticated AI systems.