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.

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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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. The cost of not having such software is too great to not act. Competitive Disadvantage Law firms that use technology risk falling behind competitors who are more tech-savvy.

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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. Resize a panel by clicking on the panel’s corner, holding down the mouse button, and dragging to expand or contract the panel.

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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. They operate more like a call center for high-volume firms similar to Alert Communications.

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Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work. Download free guide 5.

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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.

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Lawmatics

MAY 18, 2023

Personalized Follow Ups Manually following up with everyone that calls your firm or fills out a client intake form is extremely time consuming. Automatic follow-ups with a personalized touch will engage your clients from day one, establishing trust and making them feel valued.

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Lawmatics

OCTOBER 3, 2023

Marketing automation allows firms to quickly build custom newsletters via custom triggers, logic, and actions to guide leads through a seamless journey from prospect to client. Analytics and reporting. Our agile platform will enable your firm to connect and streamline multiple marketing tactics to create dynamic workflows.

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Martindale-Avvo

OCTOBER 7, 2024

Ngage responds and communicates with potential clients through online chat, delivering the information to your firm through intelligent automation. Ngage is integrated with Google Analytics 4. Contact details are automatically imported into the database of your firm through your customer relationship management (CRM) software.

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