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Carousel templates / Client intake

Client intake carousel templates for lawyers

People who are about to contact a firm want to know what happens next. An intake carousel answers that before they ask: what to gather, what the first call covers, and how a matter gets started.

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  • 6 real templates
  • Every slide stays editable
Real template
The first slide of the Blue Workshop template
Blue Workshop, 6 slides Sample slides from the template

Pick a style.

Every style below is a real template. Switch to see all of its slides.

Use Blue Workshop
The first slide of the Blue Workshop template for lawyersSlide 2 of the Blue Workshop templateSlide 3 of the Blue Workshop templateSlide 4 of the Blue Workshop templateSlide 5 of the Blue Workshop templateSlide 6 of the Blue Workshop template

Sample slides from the template. Your own words replace them.

What goes on each slide.

A plan that suits this topic. Use it as is, or change it in the editor.

  1. 1A cover with the question a new client is asking
  2. 2What to gather before the first call: documents, dates, people involved
  3. 3What the first conversation covers, step by step
  4. 4Checks the firm runs before taking a matter on, such as a conflict check
  5. 5What the client receives next, for example an engagement letter
  6. 6A closing slide with how to get in touch

Start with this topic in the box above, then add your own notes.

How to make one.

Three steps from your notes to a carousel you can post.

  1. 01

    Start from your own intake

    Note the steps a new client goes through at your firm, in the order they happen.

  2. 02

    Choose one of six styles

    Each style above already has slides for a checklist and a short process.

  3. 03

    Keep it general

    Describe the process, not a person's situation, and name your jurisdiction where steps differ.

More topics for lawyers.

Real templates for the other posts lawyers make.

Questions?

Explore the docs
Will an intake carousel bring in enquiries?

Nobody can promise that. It does answer the questions people have before they contact a firm, which makes the first conversation easier for both sides.

Should I mention fees in an intake carousel?

Describe how fees are discussed in general terms. Put actual prices in your engagement terms, and make sure any figure you post is accurate.

Can I reuse it on our website?

Yes. Export PNG slides for a web page, or a PDF to send to new clients.

Your next carousel starts with one question.

Type the question clients ask most, or paste your notes. SlideDrift drafts the slides in a design for lawyers.

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