In the dynamic world of law, client intake and lead generation stand as the bedrock upon which success is built. Today, we embark on a journey to explore the pivotal role these elements play in the legal sector and how Verify 365, with its innovative tools and strategic approach, can be a key factor in driving client intake and boosting conversions across in your law firm. 

Client intake is a critical phase in a client’s journey, directly influencing your firm’s risk and compliance framework. Each new client brought in through Verify 365 undergoes automatic assessment based on predefined compliance and risk parameters, guaranteeing adherence to all compliance standards and reducing non-compliance risks.

Our platform equips you with comprehensive client profiles, including detailed risk assessments, facilitating informed decision-making for both existing clients and potential leads. By embedding risk and compliance assessments into the client intake process, we empower law firms to fulfil their duty of care while delivering top-notch service.

Unlocking the Benefits of Client Intake for Your Law Firm

Transforming Leads into Clients

Empower your brand by converting more leads into loyal clients through our Verify 365 Enterprise App. From dynamic conveyancing quote calculators and lead intake forms to automatic follow-ups, Verify 365 is engineered to revolutionise your lead generation strategy. With fully branded digital communication and a user-friendly mobile app, we enhance the customer experience across all facets of the legal profession.

Lead Capture Tools: A Marvel of Innovation

Impress potential clients with our advanced technology that snags high-quality leads within seconds, whether prospects are browsing your website, reaching out directly, or being referred by a third party.

Inbound Leads

Exceed client expectations by responding instantly to their inquiries. Our pre-made templates for various matter types help you boost conversion rates – an invaluable asset, especially for smaller businesses looking to showcase their offerings.

Referral Leads

Expand your referral network and widen your reach by equipping estate agents, mortgage brokers, and other introducers with our mobile app, enabling them to easily forward new leads.

Lead Intake Forms

Capture leads around the clock by integrating lead intake forms on your website. With Verify 365’s lead intake forms, you’ll never miss an opportunity, whether you’re in the office or working remotely.

Conveyancing Quote Calculators

Offer potential clients immediate, transparent, and tailored conveyancing quotes on your firm’s website with our customisable fee scales.

These innovative tools have the potential to revolutionise the entire quote generation process, providing an array of benefits that can significantly impact a law firm’s operations. Let’s explore why Conveyancing Quote Calculators are instrumental in enhancing client intake, specifically within the context of Verify 365:

Efficiency and Speed

Verify 365’s Conveyancing Quote Calculators streamline the process of generating quotes. They are designed to handle multiple fixed and variable fee scales, ensuring not only faster but also more accurate quote generation.

Instant Quotes

Clients increasingly seek convenience and quick responses. With Verify 365’s Conveyancing Quote Calculators, your law firm can offer potential clients the ease of receiving an all-inclusive instant quote in under a minute through an online form. This rapid turnaround can set your firm apart in a competitive market.


Transparency in legal matters is paramount. Verify 365’s Quote Calculators provide a transparent breakdown of costs, allowing clients to clearly see what they will be paying for legal services. This transparency fosters trust and confidence.

Enhanced Customer Experience

A swift and transparent quote generation process translates into an enhanced customer experience. Clients perceive your law firm as efficient and responsive, making them more likely to choose your services.

Real-time Updates

Verify 365’s Quote Calculators can seamlessly integrate with case-tracking portals, offering 24/7 real-time updates on case progression. This level of accessibility and transparency keeps clients informed and engaged throughout the legal process.

Risk Mitigation

Verify 365’s Conveyancing Quote Calculators can include features like “No Win, No Fee” guarantees, providing clients with financial protection if unexpected circumstances arise during the transaction. This not only reduces their financial risk but also enhances their peace of mind.

Building Trust

Establishing trust is essential in the legal sector. By utilising Verify 365’s Conveyancing Quote Calculators, your law firm can demonstrate its commitment to efficient, transparent, and client-centric services, building a solid foundation of trust with potential clients.

Unified Client Intake and Risk Compliance: A Streamlined Process

Verify 365 isn’t just about lead generation and management; it’s an all-in-one platform that seamlessly integrates client intake with risk and compliance management. By merging these essential processes, we simplify your operations, ensuring compliance while boosting efficiency.

Verify 365: Your All-In-One Solution for Risk & Compliance

Simplify your operations with Verify 365’s unified process, handling client intake, risk assessment, compliance checks, and lead management all within a single, user-friendly platform. This all-in-one solution not only enhances efficiency but also facilitates seamless communication and process management.

By merging client intake with risk and compliance management, Verify 365 empowers law firms to streamline their operations, mitigate risks, and elevate client experiences.

Embrace the future of legal client intake, risk management, and compliance with Verify 365. Our forward-thinking platform is designed to help your law firm thrive in an increasingly competitive legal landscape.