The trial intake process is a crucial aspect of any legal proceeding. As a seasoned Trial Tech with over 23 years of experience in IT, I understand the significance of being well-informed about the case at hand. It not only facilitates efficient billing and note-taking but also ensures a better understanding of the case's nuances.
One common challenge I have encountered is obtaining comprehensive case details from clients. To address this, I have developed an easy-to-use Trial Intake Form, which eliminates the need for lengthy email exchanges. The best part? You can create this form for free using the standard Microsoft Office365 account, which most people already have.
By visiting "https://www.office.com/launch/forms" and logging in with your Microsoft account, you can quickly design and customize your own Trial Intake form. You can simply send the form link to your client, and they can fill it out quickly and conveniently. This streamlines the entire process and improves efficiency. Submitted forms will be promptly emailed to you as a notification for ease of access. To assist you in getting started, I have included an example form and a tutorial video, and I am always available to answer any questions you may have.
Implementing an efficient and straightforward trial intake process can have a significant impact on the overall efficiency of legal proceedings. By utilizing a user-friendly intake form, you can streamline your workflow and ensure that you have all the necessary case details at your fingertips.
Form Example
Youtube - How to use Microsoft Forms