Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? How do we bill our clients? Clio Grow pairs with Manage, automating your client intake process. You can even use Clio’s CRM to automate email sends and engage current and incoming clients.

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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?

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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? Manage risk.

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Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

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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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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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Percipient

JANUARY 20, 2025

For instance, machine learning can predict litigation risks based on similar cases, identify trends that might impact a client, or flag unusual clauses in contracts that might need extra attention. Predictive Analytics Predictive analytics revolves around using data to make smart guesses about what might happen next.

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Attorney at Work

APRIL 30, 2021

Educational-based marketing is already a winning strategy for many lawyers, but the ability to produce regular low-cost informational content using Facebook Live has added an important personal dimension during the pandemic. The audience is encouraged to contact the law office for further information or assistance.

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Rocket Matter

OCTOBER 23, 2024

Power up your client relationships: why a CRM is an invaluable growth tool for law firms Strong client relationships are the foundation of law firm growth, but maintaining and cultivating these connections can be challenging without the right support. 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. When your website is integrated with a CRM, you can automate this initial engagement.

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Clio

MARCH 28, 2025

As the most comprehensive analysis of the legal industry, the Legal Trends Report consolidates vital information on law firm performance while illuminating the influential factors driving changes in legal practice. Predictive legal analytics (52%) and eDiscovery solutions (53%) are also popular.

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Attorney at Work

SEPTEMBER 15, 2022

Trello is another popular Kanban-style tool that, like Asana, stores information in the cloud. 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.

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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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Centerbase

MARCH 31, 2025

Implementing best practices like documenting workflows, creating a solid business plan, prioritizing work-life balance, and ensuring cybersecurity can enhance client satisfaction and support sustainable growth. Modern legal tech helps centralize information, automate routine tasks, and foster collaboration among attorneys and staff.

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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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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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Rocket Matter

FEBRUARY 25, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous.

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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. E-discovery.

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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. Operational.

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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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Clio

JULY 3, 2024

Contact information should also be easy to find. Email marketing is also easy to measure, with marketing platforms offering analytics like how many people open your email. When you have a clear picture of your results, conversely, you can make informed, data-driven decisions for better, faster marketing results. Mobile friendly.

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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 ? Stay in touch .

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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. Make sure that your new technologies and workflows align with regulatory standards and maintain the confidentiality of client information.

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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. By automating routine tasks, centralizing information, and providing real-time insights, firms can focus on delivering exceptional client service and growing their practice. Timely Updates.

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Lawyerist

MARCH 1, 2024

Or worse, when you must combine and massage information from various locations to see a complete picture of your business? Frankly, you’re less likely to retrieve and act on that information. And you can’t make informed decisions on data, even if you have it, because it’s not presented conveniently or timely.

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Colin S. Levy

MARCH 7, 2023

. • Document review: AI can be used to review and analyze large volumes of documents, such as contracts or discovery materials, to identify relevant information or patterns. 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.

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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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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. Social media: Lawyers now utilize social media platforms for professional networking, marketing, and staying informed about legal developments.

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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. Understanding these will help you make informed decisions and find a solution that meets your needs. Looking to boost your firm’s online presence? The good news?

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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. All your client calls will be answered, without you paying for a full-time receptionist. This allows attorneys to focus on core legal work.

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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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Lawmatics

OCTOBER 12, 2023

In a competitive market, law firms require robust legal software to streamline their marketing and client intake processes. Document Review AI-powered algorithms can quickly review and analyze large volumes of legal documents, contracts, and case law to obtain pertinent information, identify patterns, and flag potential issues.

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Rocket Matter

NOVEMBER 14, 2023

You need this information to understand where the firm is thriving (because it’s always important to know what you’re doing well!) Increase revenue with firm-wide analytics Even more critical, attorney time-tracking software gives you access to a dashboard of analytics. and where there’s room for improvement.

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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. With the high degree of sensitive client information you handle, a data breach can be costly and damage your firm’s reputation. An investment or a cost?

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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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Martindale-Avvo

OCTOBER 7, 2024

An AI-powered chat learns to ask valuable details about the lead’s potential case and sends this information along to your firm. 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.

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Lawmatics

JULY 13, 2023

Imagine this: instead of manually collecting and processing client information, your firm can implement automation software. Setting up online forms or questionnaires on your website, potential clients can easily provide essential details. No more manual data entry or deciphering scratchy writing on intake sheets.

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