Clio

NOVEMBER 19, 2024

Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients. You can measure these metrics by integrating tools like Google Analytics and Google Search Console , which provide data on website traffic, user behavior, and keyword rankings.

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Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. As an administrative matter, logging calls and emails is essential to the client intake process. You can then use this client information to pick up where your colleagues left off.

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Clio

MARCH 25, 2025

Clio Grow pairs with Manage, automating your client intake process. Clio Grow captures client information with online intake forms, manages appointment scheduling, sends text reminders for appointments, sends docs for e-signatures, and keeps everything neatly organized on the cloud for easy access.

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Lawyer Time-tracking Client Intake e-discovery 52

Rocket Matter

APRIL 22, 2025

Developed by Assembly Software, the company behind Needles and Trialworks, Neos offers native tools like client intake forms, document storage, dashboard reporting, and integrations for communication and accounting. Download free guide Client management Your legal software should support every stage of the client journey.

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Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Moreover, Rocket Matter provides valuable analytics and reporting capabilities. Implement effective financial management. Track income, expenses, and cash flow. Make data-driven decisions.

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Law firm Time-tracking Law Law 52

Martindale-Avvo

JANUARY 30, 2025

Artificial intelligence (AI) AI has a growing role in law firms from streamlining research to improving client communication. Client-facing AIs can help firms answer questions and even schedule appointments. Paired with predictive analytics, technology is making it easier to prequalify potential leads.

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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.

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Law firm Client Intake Immigration lawyer Time-tracking 52

Percipient

JANUARY 20, 2025

Predictive Analytics Predictive analytics revolves around using data to make smart guesses about what might happen next. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. For analytics, Lex Machina is a top choice.

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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. This can include following up on a client intake form or asking a client to leave a review after a case is settled.

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Attorney at Work

APRIL 30, 2021

to Canada to specifically help convert internet browsers into right-fit clients for lawyers in family law, and has been used by both small boutique firms and family law groups within larger full-service national firms. For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms.

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Clio

APRIL 15, 2025

Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. Time tracking, analytics, and reporting are additional power-ups features which may be at an additional cost depending on the price plan.

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Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

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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.

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Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

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Clio

MARCH 28, 2025

Predictive legal analytics (52%) and eDiscovery solutions (53%) are also popular. There is a strong correlation between use of Clio features and increased client intake performance. Over four in five legal professionals in mid-sized and smaller firms believe that the usage of AI will increase in the next 12 months.

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LawSites

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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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.

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Lawyerist

MAY 16, 2024

This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.

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Clio

APRIL 28, 2025

Predictive outcome analytics Can you imagine being able to predict the potential outcome of a case before it begins? With AI-powered predictive analytics , such as Visalaw.AIs approval prediction feature, immigration lawyers can leverage historical data to assess the likelihood of success for specific cases.

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Immigration lawyer Lawyer Time-tracking Law 52

Lawmatics

NOVEMBER 7, 2023

Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI makes it easy for firms to create their own intake process and efficiently capture client information with client intake form templates. Data analytics. Legal research. Regulatory compliance.

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Legal Tech Monitor

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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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.

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Martindale-Avvo

APRIL 8, 2024

With WebVantage, a legal website highlights the profession’s most valuable attributes to client intake: reputation, reviews, and ratings. We’ve included measuring tools to capture analytics, lead details, and customer sources with a unique phone number and intake form.

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Lawmatics

OCTOBER 10, 2023

Analytical. Analytical CRM leverages customer data into trends and insights that enable organizations to improve customer experience. Analytical CRM systems are good options for mid to large-size organizations that collect vast amounts of data and want to condense it into actionable information.

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Clio

JULY 3, 2024

Email marketing is also easy to measure, with marketing platforms offering analytics like how many people open your email. You could train your law firm’s assistant to ask and note the answer on the phone, or you could customize your intake form in Clio Grow with a field to ask when new clients are filling out their paperwork.

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Rocket Matter

FEBRUARY 25, 2025

Legal Billing: Use a solution to simplify the process of time tracking, billing, and revenue analytics, which can be costly and time-consuming when done manually. Advanced Analytics: Leverage advanced reporting features to analyze case performances, client acquisition rates, and financial metrics.

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Lawmatics

FEBRUARY 13, 2024

Legal analytics: The emergence of legal analytics tools that analyze legal data, identify trends, and predict case outcomes, empowering lawyers to make data-driven decisions. Cloud computing: The use of cloud-based solutions has allowed lawyers to access data and applications from any location with an internet connection.

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Rocket Matter

DECEMBER 17, 2024

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. With these insights, you can identify areas of improvement and make evidence-based adjustments to your practices.

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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.

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Rocket Matter

JANUARY 17, 2023

Plus, the effects of ongoing poor payment practices can make it difficult to invest much into your marketing, client intake process, or staff professional development. As a result, you may struggle to convince new clients to work with your firm. . And your clients aren’t the only ones who’ll notice if your cash flow suffers.

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Colin S. Levy

MARCH 7, 2023

. • Predictive analytics: AI can be used to analyze data and predict the outcomes of legal cases or disputes, helping lawyers and clients to make informed decisions. Client intake and triage: AI can be used to process client intake forms and triage cases, routing them to the appropriate lawyer or team for further review. .

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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 ?

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Centerbase

MARCH 31, 2025

Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. Matter Management Software A matter management system centralizes all information related to a case or client matter, including deadlines, documents, billing, and correspondence.

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Law firm Time-tracking Law Law 52

Rocket Matter

JULY 25, 2024

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Moreover, Rocket Matter provides valuable analytics and reporting capabilities. Implement effective financial management. Track income, expenses, and cash flow. Make data-driven decisions.

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Law firm Time-tracking Law Law 59

LawNext podcast

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Client Intake e-records Analytics Document automation 40

Clio

SEPTEMBER 9, 2024

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Use tools like Google Analytics to monitor traffic and identify areas for improvement. Looking to boost your firm’s online presence? Optimize for search engines.

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Clio

SEPTEMBER 3, 2024

Backed by Clio’s industry-leading security features and protocols, Clio’s cloud-based billing software empowers firms to send bills securely electronically via a client portal and collect payments online through secure click-to-pay links. It offers advanced analytics. It enriches a tech stack. Cons: Its implementation is complex.

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