“I had an annoyingly thick intake form even then where I asked as many questions and then I learned quite quickly, you don't want to take it all in with pen to paper.”

“Through my legal ops intake form, people are submitting their problems so that we can work with them”

“What I've been able to do is create a legal ops intake form that says, hey, we want to capture problems, tell us what your problems are, we'll turn them into use cases, and then appropriately appropriately solution with you.”

“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”

“We make sure our clients have got, how did you hear about us? Free text field on their demo forms or signup forms”