Client Intake

From building customized onboarding flows and issuing retainer agreements to running conflict searches and capturing secure signatures, these are just a few of the many capabilities available. Nojumi helps firms reduce manual administrative work, improve the initial client experience, and maintain full visibility over their business development pipeline by automating follow-ups, reminders, and deposit collections. Nojumi's Client Intake brings the entire client acquisition lifecycle into one connected system, making it easier to track referral sources, manage custom quotes, and seamlessly convert a potential lead into an active matter.