Remove Analytics Remove Case management Remove Client Intake
article thumbnail

Client Intake Software

Lawmatics

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?

article thumbnail

What is the Basic New Client Intake Form?

Lawmatics

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.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Project Management Tools for Attorneys

Attorney at Work

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 109
article thumbnail

7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

AI does the time-consuming tasks like document verification, research, and case management. For example, studies show AI can reduce research time by up to 60% and give lawyers more time to focus on strategy and client interaction. This improves case strategy and overall decision making.

article thumbnail

Link Building Strategies for Lawyers: The Ultimate Guide

Clio

For example, linking “ client intake software for attorneys ” to a feature page on legal intake software reassures users of the link’s reliability and reduces bounce rates. Examples of anchor texts Descriptive anchor text: “Learn more about case management software for law firms.

Lawyer 98
article thumbnail

Personal Injury Lawyer SEO: Boost Your Online Presence and Increase Client Leads

Clio

Book a demo of Clio’s legal software today to discover how you can simplify case management, track client communications, and keep every detail organized, all in one place. Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients.

article thumbnail

What is a Legal Tech Platform?

Lawmatics

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. Case management. Data analytics.