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.

Client Intake 59

Client Intake e-records Analytics Document automation 59

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.

Client Intake 59

Client Intake Analytics Attorney Law firm 59

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.

Client Intake 59

Client Intake Due diligence Analytics Legal advice 59

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.

Client Intake 52

Client Intake e-records Analytics Document automation 52

Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

Client Intake 59

Client Intake Law Law Attorney 59

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

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.

Legal CRM 52

Legal CRM Client Intake Time-tracking Analytics 52

Rocket Matter

NOVEMBER 25, 2024

Also, AI analytics lets you measure performance so you can run better. Along with secure data handling capability, these platforms typically have advanced analytics and searches. It means you will have access to a huge amount of case data that shows trends, precedents, and future possibilities.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

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.

Client Intake 65

Client Intake Law Law Time-tracking 65

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.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

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.

Law firm 88

Law firm Law Law Time-tracking 88

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.

Law firm 40

Law firm Client Intake Analytics Law 40

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.

Client Intake 93

Client Intake Law firm Analytics Compliance 93

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. .

Client Intake 40

Client Intake Paralegal Law Law 40

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 ?

Legal CRM 52

Legal CRM Law firm Client Intake 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.

Law firm 59

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.

Client Intake 40

Client Intake e-records Analytics Document automation 40

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.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

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.

Injury Lawyer 76

Injury Lawyer Lawyer Time-tracking Law firm 76

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.

Practice management 52

Practice management Software Attorney Time-tracking 52

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.

Time-tracking 62

Time-tracking Client Intake e-records Analytics 62

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.

Time-tracking 52

Time-tracking Attorney Software Client Intake 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

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.

Client Intake 52

Client Intake Time-tracking Software Law firm 52

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.

Time-tracking 52

Time-tracking Client Intake Analytics Law firm 52

Rocket Matter

FEBRUARY 20, 2024

This technology centralizes and organizes your leads and all contact touch points throughout the client journey into one platform. It can further transform your client relationships through client intake and marketing automation , allowing you to focus on what you do best: practicing law.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 52

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.

Law 59

Law Law Client Intake Law firm 59

Lawmatics

OCTOBER 12, 2023

In a competitive market, law firms require robust legal software to streamline their marketing and client intake processes. Email campaigns to nurture and follow-up with prospects are a necessity. However, when running a busy practice, writing compelling marketing copy from scratch can’t (and shouldn’t) be a firm’s top priority.

Legal technology 59

Legal technology Legal technology Client Intake Legal research 59

Clio

MARCH 20, 2024

Track your efforts If you want to know how well your content is doing, use analytics. Analytics help you understand which content is performing better than others. Some methods of tracking analytics include Google Analytics, which shows visits, pageviews, and source of traffic.

Analytics 52

Analytics Time-tracking Law firm Client Intake 52

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

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

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

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.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

Lawmatics

JULY 11, 2023

Law firm automation handles these tasks so attorneys and legal teams can focus on clients. Streamline intake. Law firm marketing automation allows firms to Identify target markets and send automated communications to help them engage with potential clients. Document management. Valuable insights. Microsoft 365.

Software 40

Software Time-tracking Client Intake Legal software 40

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.

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Rocket Matter

AUGUST 22, 2022

You can learn efficient processes and workflows so that you don’t have to start from scratch, such as tips for a smooth client intake process or bottleneck-proof billing procedures. Automate as much as possible and implement batch billing so that your team can knock out multiple clients at once. Implement robust analytics.

Law firm 52

Law firm Time-tracking Law Law 52

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.

Attorney 75

Attorney Law firm e-records Client Intake 75