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Using a CRM can save time by eliminating redundancies such as entering the same information in multiple places for clientintake versus client billing. If you are a Clio user, investigate Clio Grow, which allows you to automate your intake process, schedule consults and accept payments online. What tool to choose?
“Our mission is to give attorneys the best-in-class legalsoftware solution for their specialty or other unique needs,” said Colin Li , CFO/CRO of Paradigm. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client-intake process.
I use GoodNotes to do everything from jotting down notes during clientintakes to creating to-do lists, or even writing personalized thank-you notes. When you open the app and create a new notebook, you can choose from a variety of different templates including legal paper.
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