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?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

Centerbase

MARCH 31, 2025

When there is no clear workflow or unified platform, staff may lose track of deadlines, duplicate efforts, or generate inaccuracies in record-keeping. These inefficiencies can lead to billing disputes, compliance risks, and dissatisfaction among staff and clients.

Law firm 52

Law firm Time-tracking Law Law 52

LawSites

APRIL 10, 2023

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. 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

Legal Tech Monitor

APRIL 10, 2023

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. 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

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. Integrating advanced features like live chat or e-commerce functionality can range from $1,500 to $5,000 or more, depending on the complexity and customization required.

Attorney 102

Attorney Law firm e-records Client Intake 102

LawNext podcast

APRIL 10, 2023

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. 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

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. Data : This panel displays information from myriad data sources.

Time-tracking 69

Time-tracking Client Intake e-records Analytics 69