Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

Client Intake 52

Client Intake Practice management Software Law firm 52

Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

Clio

SEPTEMBER 9, 2024

Your attorney website is more than a checkbox. It’s your firm’s first impression for clients, a critical component of your marketing strategy , and a key tool for establishing credibility. So, whether you’re revamping your current site or creating one from scratch, you might be wondering: How much are attorney websites?

Attorney 102

Attorney Law firm e-records Client Intake 102

Rocket Matter

MARCH 28, 2025

Promoting the firms services through various channels to attract new clients and retain existing ones. Recruiting, training, and supervising attorneys and support staff to ensure optimal performance. SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Address client needs.

Client Intake 40

Client Intake Software Law firm Data protection 40

Attorney at Work

APRIL 30, 2021

10 things to know before you go looking for an attorney. You should also be reaching out to other attorneys and closely aligned referral sources for connections. Search for the profiles of attorneys you admire for inspiration. Speaking of networking with fellow attorneys, are you a member of any bar sections with a listserv?

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

Law firm 52

Law firm Client Intake Immigration lawyer Time-tracking 52

Clio

APRIL 11, 2025

Subscribe to the blog How to optimize your immigration law firm website for growth To attract and retain immigration law clients, focus on content, SEO, and analytics. Content marketing Include a subscription field for your email newsletter, gated resources, video content, and blogs to attract, nurture, and retain your clients.

Immigration lawyer 52

Immigration lawyer Lawyer Law firm Analytics 52

Rocket Matter

DECEMBER 18, 2024

To avoid being left behind, law firms must turn to modern data management and client engagement solutions. Rocket Matter is designed to help your legal practice, regardless of size, take control of your client intake and marketing efforts. is one of the most common Google searches among attorneys.

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Rocket Matter

MARCH 14, 2023

If you’re marketing just for the sake of marketing, then it’s not going to provide the right type of value for current or potential clients, and it will feel like pulling teeth within your own business. Imagine you’re a potential client. What questions would you want to have answered as you found an attorney?

Law firm 83

Law firm Client Intake Legal CRM Law 83

Rocket Matter

NOVEMBER 14, 2023

You know many attorneys at your firm are burning the midnight oil. And one of the biggest downsides is an associated delay in logging hours. Without automatic time-tracking, attorneys may wait until the end of the day to record their hours, and that leads to lost revenue. There are so many micro benefits as well.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. Loss of Billable Hours Without streamlined processes, you and your attorneys are wasting time on administrative tasks. An investment or a cost?

Practice management 52

Practice management Software Attorney Time-tracking 52

Clio

APRIL 28, 2025

Case management and workflow automation Immigration attorneys frequently manage a large caseload, with overlapping deadlines, client updates, and ever-changing regulations. Predictive outcome analytics Can you imagine being able to predict the potential outcome of a case before it begins? Get Started Now 2.

Immigration lawyer 52

Immigration lawyer Lawyer Time-tracking Law 52

Lawyerist

MAY 16, 2024

Clients have more ways to find and communicate with attorneys than ever before. For attorneys, this represents an opportunity and a challenge. As an opportunity, it’s easier to directly target potential clients when they need your help. As for challenges, attorneys face increased inquiries (which is wonderful!)

Client Intake 72

Client Intake Law Law Time-tracking 72

Martindale-Avvo

JANUARY 25, 2023

Just as seasons change, so might new client intake at your law firm. Sometimes gaining new clients may work well or even better than expected. Review and evaluate your analytics to determine a long-term strategy. Client Reviews Potential clients rely on positive reviews in similar situations as their own.

Attorney 52

Attorney Time-tracking Analytics Law firm 52

Centerbase

MARCH 31, 2025

Managing a law firm requires more than overseeing cases and delegating tasksit demands a strategic approach that balances client expectations, regulatory compliance, and operational efficiency. Modern legal tech helps centralize information, automate routine tasks, and foster collaboration among attorneys and staff.

Law firm 52

Law firm Time-tracking Law Law 52

Martindale-Avvo

APRIL 8, 2024

With unlimited storage and unmetered bandwidth, attorneys can publish pages that showcase their practice and reputation – all with world-class customer support. Why should attorneys choose WebVantage? We’ve included measuring tools to capture analytics, lead details, and customer sources with a unique phone number and intake form.

Client Intake 59

Client Intake Analytics Attorney Law firm 59

Lawmatics

NOVEMBER 7, 2023

Artificial Intelligence (AI) is increasingly used in legal technology to streamline processes, improve efficiency, and enhance decision-making for attorneys. Here are just some of the ways AI is currently in use in the legal industry: Client intake. Data analytics. As attorneys, a lot of us actually like writing.

Client Intake 59

Client Intake Due diligence Legal advice Analytics 59

Clio

JULY 3, 2024

Your attorney marketing plan will also outline the types of marketing you’ll use for your firm. Figure out what makes your firm unique and what speaks to your potential clients. Take the case of attorney Erin Levine’s startup, Hello Divorce. Tuller, Principal Attorney and Owner at the Law Office of Matthew J.

Law firm 98

Law firm Law Law Time-tracking 98

Rocket Matter

JANUARY 17, 2023

We don’t have to remind attorneys why that’s concerning—but for the sake of clarity, we will. . When your clients pay their invoices on time, you’re capable of meeting your own financial obligations. As a result, you may struggle to convince new clients to work with your firm. . Plus, Rocket Matter Pay makes it easy.

Client Intake 93

Client Intake Law firm Analytics Attorney 93

Rocket Matter

DECEMBER 17, 2024

million active attorneys in the United States as of 2023. By analyzing data on client cases, billing practices, and intake procedures, you can identify potential bottlenecks that may be hindering your firms long-term growth. Staying Ahead: Why Innovation Is Crucial for Law Firms There were over 1.33

Law firm 52

Law firm Law Law Legal CRM 52

Lawmatics

DECEMBER 5, 2023

Client intake. Automated legal client intake allows firms to establish a clear and concise process that saves time, eliminates errors, and keeps everyone on the same page. Current and potential clients can book an appointment with legal calendaring software. Data analytics. Appointment scheduling.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

JULY 25, 2024

Promoting the firm’s services through various channels to attract new clients and retain existing ones. Recruiting, training, and supervising attorneys and support staff to ensure optimal performance. SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols.

Law firm 59

Law firm Time-tracking Law Law 59

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Cutting the fluff from client intake . Is your client intake process efficient ? Privacy policies.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Technically Legal

APRIL 18, 2018

We also talk to legal tech founder Michael Chasin about Lexicata , a CRM (customer relationship management) and client intake app designed specifically for law firms. Technically Legal is hosted by Chad Main, an attorney and the founder of Percipient , a tech-enabled alternative legal services provider.

Law firm 40

Law firm Client Intake Analytics Law 40

Clio

FEBRUARY 12, 2025

Remote receptionistsprofessionals who are not employees of your law firm, but who take on reception dutieshandle everything from answering calls and scheduling appointments to client intake. This allows attorneys to focus on core legal work.

Law firm 52

Law firm Client Intake Law Law 52

Martindale-Avvo

OCTOBER 7, 2024

Ngage is integrated with Google Analytics 4. This gives attorneys the potential to reach the sites’ visitors, 85% of whom are unique visitors. WebVantage & WebVantage Plus WebVantage is Martindale-Avvo’s website solution for law firms that establishes and builds credibility while attracting new clients.

Law 59

Law Law Client Intake Law firm 59

Lawyerist

MARCH 1, 2024

Building Dashboards Customized to Your Firm Custom Dashboards can provide firm leadership with views on how areas of the business are operating, such as marketing, client intake, and billing. An intake specialist tracks new cases opened by practice area and engagement agreements returned.

Time-tracking 69

Time-tracking Client Intake e-records Analytics 69

Lawmatics

OCTOBER 3, 2023

As a result, these prospective clients often go elsewhere. An attorney-client relationship management (CRM) platform is a tool that handles contact and sales management, productivity, and customer relationships, from marketing to customer service interactions. Analytics and reporting. What is Marketing Automation in CRM?

Time-tracking 52

Time-tracking Client Intake Analytics Law firm 52

Lawmatics

JANUARY 9, 2024

According to the ABA , only 52% of solo attorneys use time and billing software, and small firms aren't much better, with 66% leaning into the ease of a billing workflow. 2 Enhancing Decision-Making Advanced analytics utilize AI and vast data sets to uncover insights, patterns, and predictions to inform strategy better.

Analytics 52

Analytics Client Intake Practice management Time-tracking 52

CaseFox

JULY 25, 2023

Legal Research and Data Analytics: Gone are the days of poring over endless law books and case files in dusty libraries. Advanced data analytics tools enable lawyers to extract valuable insights from large volumes of information. This helps them build stronger arguments and make well-informed decisions for their clients.

e-discovery 52

e-discovery e-filing Lawyer Intellectual Property 52

Rocket Matter

OCTOBER 15, 2024

Firms prepared to leverage the latest tech, including AI and advanced analytics, are positioning themselves at the forefront of innovation, efficiency, and superior client services. Advanced analytics facilitates data-driven marketing decision-making. What's more, technology fosters data-driven decision-making in law firms.

Law firm 52

Law firm e-filing Time-tracking Law 52

Clio

MAY 23, 2024

The testimonials page is filled with attorneys and law firms who obtained great results from working with LawRank on their SEO. Combining SEO, Google Ads and PPC, and website design–Funnel Boost Media helps attorneys connect with their clients. Its founder was an attorney who grew his law firm and then created BluShark Digital.

Law firm 64

Law firm Law Law Bankruptcy lawyer 64

Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. Streamline intake. Let's get started! Valuable insights. Microsoft 365.

Software 40

Software Time-tracking Client Intake Legal software 40

Lawmatics

JULY 13, 2023

Marketing automation platforms provide valuable data and insights on clients' online activities, allowing law firms to understand their clients' preferences, behavior, and engagement patterns. Data-Driven Decisions Automation platforms offer analytics and reporting features that provide actionable data on marketing performance.

Time-tracking 52

Time-tracking Analytics Document automation Law firm 52

Clio

MARCH 20, 2024

In this blog, we’ll go over what legal content writing is, why it’s important, and our top tips for high-quality law firm content writing that engages your clients and sets you apart as an authority in your field. Law firm content writing is often your potential clients’ first impression of you.

Analytics 52

Analytics Time-tracking Law firm Client Intake 52

Lawmatics

DECEMBER 14, 2023

Client Intake Software: Solutions to simplify client onboarding, communication, and client relationship management. And this market influence reaches beyond attorneys and law firms. Legal Billing Software: Tools for time tracking, invoice generation, trust accounting, and getting paid faster.

Legal tech 59

Legal tech Legal tech Document automation Dispute resolution 59