Our 2025 guide to the LSS form

We've rolled out some updates to the Legal Strategy Session (LSS) form that will make your workflow smoother and can help you deliver even better results for potential clients. 

These changes are designed to work more efficiently with sales and make it easier to provide high-quality recommendations for potential clients, setting you up for the best possible relationship from the very beginning. 

Here’s what you can expect for your new LSS form:  

• Better user experience: The form has a fresh, redesigned layout that makes gathering and inputting case details a breeze.

• More efficient: We’ve cut out unnecessary steps, saving you time while capturing all the essential info.

• Pre-populated fields: Many fields will now be pre-filled based on previous inputs, so you don’t have to re-enter the same information—less work, more accuracy!

• Service selection feature: You’ll get an intuitive tool that helps you pick the right legal services for your potential client, with helpful tips along the way.

• Guardrails & validation: We’ve added checks to make sure the services you choose are the right fit for the potential client’s needs, reducing errors.

• Optimized submission: With these new features, we’ll share tips on how to submit the form for the best results—helping you provide top-quality info to the sales team.

Why you’ll love the new form: 

• Clearer recommendations: The updates will help you provide more precise, actionable recommendations to potential clients.

• More accurate service selections: With the new service selection tools, you’ll choose the right services for your potential clients with greater confidence.

• Better client experience: A smoother process can mean quicker responses and happier clients.

• Stronger sales pipeline: With optimized submissions, the sales team may be able to convert more opportunities into new clients, boosting the overall pipeline.