"Building trust with clients is crucial for your firm and its reputation. One of the easiest ways to enhance the client experience is to clearly communicate your firm's guidelines during the intake process. To help your firm ensure high client satisfaction, our friends at 8am have created a Legal Billing Templates packet to get you started. This packet includes: * A sample credit card authorization form * A sample ACH/eCheck authorization form"
"* A sample employee PCI/security template * A sample attorney fee agreement Get your copy by signing up today."
Building trust with clients is crucial for a firm's reputation. Clearly communicating billing and payment guidelines during client intake improves the client experience and sets expectations. A Legal Billing Templates packet provides ready-to-use forms to standardize intake and reduce confusion. Included templates cover credit card authorization, ACH/eCheck authorization, an employee PCI/security template, and an attorney fee agreement. Using these templates can help prevent payment disputes, streamline administrative workflows, and increase client satisfaction. Firms can obtain the templates by signing up to receive the packet and incorporate them into the intake process.
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