Analytics Client Intake Document management 
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. This process, while critical to a successful outcome, can often overwhelm attorneys, particularly those managing numerous cases.
Clio
MARCH 25, 2025
Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. Clio Grow pairs with Manage, automating your client intake process. Bonus : 11.
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Lawmatics
JULY 2, 2024
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?
Rocket Matter
MARCH 28, 2025
SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm. Make data-driven decisions.
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.
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.
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. These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team.
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