Clio

APRIL 15, 2025

Book a demo ! 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. And if youre looking to automate client intake, we also have an ROI calculator for Clio Grow. Book a Clio demo

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Time-tracking Client Intake Software Law firm 52

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.

Law firm 52

Law firm Time-tracking Law Law 52

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. Book a Clio demo

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Clio

APRIL 28, 2025

See how our AI tool, Clio Duo, works within Clio Manage to extend your work without overextending you Book a Clio Duo demo. Predictive outcome analytics Can you imagine being able to predict the potential outcome of a case before it begins? Book a Clio Duo demo today to see how it can work for you! Book a Clio Duo demo

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Immigration lawyer Lawyer Time-tracking Law 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.

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Time-tracking Document management Legal CRM Practice management 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. Schedule a demo now and get on track to transforming your practice.

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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. 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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Law firm Client Intake Legal CRM Law 83

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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Immigration lawyer Lawyer Law firm Software 52

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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Client Intake Law Law Time-tracking 72

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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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. first appeared on Lawmatics.

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Legal CRM Client Intake Time-tracking Analytics 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. Sign up for a product demo today.

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Legal tech Legal tech Client Intake Time-tracking 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. Book your Clio demo today to discover what it can do for your firm!

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Attorney Law firm e-records Client Intake 102

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. To learn more about how Lawmatics will help your firm thrive—now and in the future— get a demo today. first appeared on Lawmatics.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

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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Legal CRM Law firm Client Intake Law 52

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. Get a free demo today!

Law firm 52

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

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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Billing software Software Time-tracking Law firm 105

Lawmatics

OCTOBER 12, 2023

In a competitive market, law firms require robust legal software to streamline their marketing and client intake processes. To learn more about the power of LM[AI], request a demo today. Email campaigns to nurture and follow-up with prospects are a necessity. The post How is AI Used in Legal Technology?

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Legal technology Legal technology Client Intake Legal research 59

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. To learn more, request a demo today. Plus, you can use your CRM data to trigger the next marketing step.

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Time-tracking Client Intake Analytics Law firm 52

Lawmatics

JANUARY 9, 2024

As initial legal AI tools emerge focused on functions like contract analytics and workflow support, nearly 40% envision meaningful process automation opportunities – though uncertainty persists over how quickly evolving AI will transform daily operations. Request a demo today. Data-empowered decisions create a competitive advantage.

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Analytics Client Intake Practice management Time-tracking 52

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. Book a demo to see how Clio Grow can work for your firm. This allows attorneys to focus on core legal work.

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Law firm Client Intake Law Law 52

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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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.

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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. Sign up for a free demo today!

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Client Intake Time-tracking Software Law firm 52

Lawmatics

DECEMBER 14, 2023

Client Intake Software: Solutions to simplify client onboarding, communication, and client relationship management. Integrating AI tools like natural language processing, predictive analytics, and machine learning into legal practices is accelerating. Lawyers are seeking efficiency through legal technology.

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Legal tech Legal tech Document automation Intellectual Property 59

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.

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Time-tracking Analytics Document automation Law firm 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. Schedule your product demo today. Document management.

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Software Time-tracking Client Intake Legal software 40

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.

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Law firm Time-tracking Law Law 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

Rocket Matter

JULY 22, 2022

Do you want to up your client intake? Automating follow-ups via text message or pre-recorded voice call is a good way to keep potential clients engaged and stop them from moving on with another firm before they hear back from you. Intake analytics. Do you want to grow in a certain niche?

Lawyer 52

Lawyer Law firm Client Intake Analytics 52

Clio

MAY 23, 2024

Their strategies are tailored to clients, and they focus on collaboration to build authoritative websites. Searchbloom Searchbloom offers white-glove SEO service, tailored to their clients’ exact needs. In addition to SEO, they provide link building, digital analytics, PPC management, and conversion rate optimization services.

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Law firm Law Law Bankruptcy lawyer 64

Rocket Matter

MAY 23, 2023

While automation can’t provide amazing legal services (we’ll leave that to you), it can help build a positive client experience with automated responses and email drip campaigns. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement.

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Time-tracking Document automation Client Intake Law firm 52

Lawmatics

SEPTEMBER 5, 2024

Our all-in-one marketing solution is designed with law firms in mind, simplifying campaign management and analytics so you can focus on what you do best—practicing law. Request a demo today! Let’s help you build a communication bridge that brings your clients closer, one email at a time.

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Law firm Law Law Analytics 52

Lawmatics

FEBRUARY 7, 2023

CRM solutions typically integrate with virtual receptionists, online intake forms, email marketing tools, and practice management software to be a centralized database for your law firm. A law firm CRM solution should be employed to help you tighten up your law firm's marketing efforts and client intake.

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Lawyer Legal CRM Law firm Client Intake 40

Clio

OCTOBER 1, 2024

Clio’s App Directory, for example, lets you search for AI and automation tools that connect with Clio products like Clio Grow’s client intake and CRM software —making it simple for Clio users to connect tools for further streamlined workflows. Book a Clio demo today. Sign up now to be the first to see Clio Duo in action.

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Law firm Law Law Client Intake 59

Lawmatics

JUNE 8, 2023

Step 5: Create Your Masterpiece You need to monitor automation's impact on your law firm's operations, productivity, profitability, and client satisfaction. 1 From Friction to Flow: Automating Your Law Firm's Client Intake Process You understand how important it is to provide personalized and efficient services to your clients.

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Estate planning Time-tracking Lawyer Client Intake 52