This article will provide insight into the significant overlap between the information needs of lawyers and law firms focused on hemp and marijuana legal services and the comprehensive data needs of client intake forms. In the legal landscape, it is vital that these documents are both properly executed and managed. The client intake process is a valuable resource that can be seen as a legal service “cheat code” of sorts-assuming proper use.
Legal documents are a pillar of the law, and client intake forms provide an indispensable role in keeping the machinery running in various legal settings. By providing vital data at interesting touchpoints for analytics and further action, law firms can better and more efficiently serve their client base. For any law firm, “going through the motions” and assuming the intake forms are being “done right” can be a reflex decision that eventually leads to complications down the road. Instead, by fully managing the client intake process with these forms, benefits can be gained and relayed to the client.
In the case of marijuana and hemp focused law firms, the cannabis legal industry has seen strong growth in recent years. Global sales are expected to hit $57 billion in 2030, up from 2019 sales of $9.1 billion. Obviously, a legal role where growth is trending in this way is indeed attractive to those in the industry. And in order to not get left behind and see the latest and greatest competitors rise to the top-client intake forms are a way to “scoop” the competitors and a “secret weapon” for longevity.
Despite all of this, might the concrete application of legal client “onboarding” be a bit vague? What exactly does a law firm need to request from the new client to see the full spectrum of benefits engaging the form? As we have noted, the first step in this direction is to fully understand the basic legal requirements for hemp related client onboarding information, and client information storage.
Hemp and marijuana, after all, have long been considered a high-stakes, high-reward type of practice.
As soon as you have “enabled” the full-fledged use of the new client intake form, your level of efficiency will be redefined. When clients see an organized and favorable presentation of initial onboarding tasks, they are much more likely to be able to get through it all without issues.
Let’s say that you or another office manager has taken the time and creative energy to develop a compelling intake form for a client law firm. The immediate benefits are numerous; let’s explore how these current benefits can lead to long-term growth and prosperity. This is certainly the case with most law firms.
These days, it is hardly uncommon to see automatic functionality in a client intake PDF. The contents can automatically fill in other digital documents based on the contents of the PDF form:
Also, consider the size of the law firm when looking to implement a client intake form. For small firms, you might only need one intake form for all clients. But for larger hemp law firms, you might need a handful of client intake forms with different versions for your marijuana and hemp law client bases.
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