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ABA Opinion Provides Guidance on Proper Client Intake by Nonlawyer Assistants

Legal Tech Monitor

Earlier this month, the American Bar Association issued a formal opinion that provides guidance on a lawyer’s ethical obligations when delegating client intake tasks to nonlawyer assistants. How should lawyers be involved in the client intake process? Citing In re Phillips , 226 Ariz.

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On LawNext Podcast: A Closer Look At Smokeball, with Chief Revenue Officer Jane Oxley and President Ruchie Chadha

Legal Tech Monitor

In fact, after Smokeball was founded in 2010, its very first customer was a law firm in Chicago. Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

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Beyond Word of Mouth: Proven Data-Driven Client Acquisition Methods

Legal Tech Monitor

There are many ways to do this, one of which is to add a client intake or contact form to your law firm’s website. This is an effective way to make your law firm more accessible to potential clients, especially during off hours, such as evenings or weekends. She can be contacted at niki.black@mycase.com.