Martindale-Avvo

NOVEMBER 13, 2023

Even the best lawyers are in competition with one another for clients with legal consumers adopting more consumer-like processes such as reading reviews and performing research prior to contacting an attorney. Here are six ways you can improve your client intake best practices to attain a full roster of clients.

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Percipient

JANUARY 20, 2025

Even clients are on board70% say theyre fine with or even prefer working with firms that use AI. As AI keeps evolving, its clear that lawyers and firms who embrace these tools now will have a big advantage in the future. This shift isnt just a trend; its becoming the new normal. So, how can you get in on it?

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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.

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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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Attorney at Work

SEPTEMBER 15, 2022

Project management tools can help lawyers with ongoing, chaotic, unpredictable workflows. As one legal project manager commented, “Lawyers have been playing the role of accidental project manager for many years.”. A client intake staff member can create a new board for each potential client. In 1931, Neil H.

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Lawmatics

FEBRUARY 13, 2024

After all, from the onset of technology in the workplace to the popularity of the internet, social media, legal software, and working remotely, lawyers have always adjusted to new technologies to remain relevant. How has technology changed being a lawyer in the last 15 years? What software do lawyers use today?

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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. Regulatory compliance.

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Clio

JULY 3, 2024

Learn more by reading our lawyer’s guide to SEO. Local SEO SEO is important for ensuring your law firm shows up in online searches, but general searches aren’t the primary way potential clients will find you—especially if you’re a small law firm. Search engine optimization (SEO), can help with just that. Google Advertising.

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CaseFox

JULY 25, 2023

It has also revolutionized the way lawyers practice law and interact with clients. In this article, we will delve into the transformative impact of technology for lawyers. Legal Research and Data Analytics: Gone are the days of poring over endless law books and case files in dusty libraries.

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Rocket Matter

DECEMBER 17, 2024

While they will continue to serve lawyers and law firms, modern clients demand innovation. Lawyers face more competition than ever, and you need a way to differentiate your firm from your competitors. Todays clients expect you to deliver quick, transparent, and cost-effective services.

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Legodesk

JANUARY 18, 2022

As a lawyer, your role is to give advice, explain your client’s rights, and then represent them in court, ensuring that their cases have the best possible outcome. Automation can help you operate your firm more efficiently, improve your clients’ overall experience, and make you a happier lawyer!

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Legodesk

JANUARY 18, 2022

As a lawyer, your role is to give advice, explain your client’s rights, and then represent them in court, ensuring that their cases have the best possible outcome. Your clients don’t just want a comprehensive and systematic investigation of their case; they also want to be kept updated at all times.

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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. Is CRM a Marketing or Sales Tool?

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Lawmatics

DECEMBER 5, 2023

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. Data analytics. But it must be the right legal tech. Appointment scheduling.

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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?

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Technically Legal

APRIL 18, 2018

Angie explains that one of the main benefits of hiring business people to help run law firms is that it permits lawyers to spend more time doing what they are trained to do–practice law. Angie also points out that when law firms implement business strategies and systems, the client experience is improved.

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Colin S. Levy

MARCH 7, 2023

Some examples of how AI is being used in legal tech include: • Legal research: AI can be used to search through large volumes of legal documents quickly and accurately, saving lawyers and paralegals time and effort.

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Lawmatics

FEBRUARY 7, 2023

More and more lawyers are using customer relationship management — or small law firm CRM — software to help them keep track of their clients, and no–we're not talking about the old Rolodex systems of yore. With today's streamlined CRM systems, it has never been easier for lawyers to manage client data efficiently.

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Lawmatics

JUNE 8, 2023

We will discuss the five administrative processes that all estate planning lawyers should automate, and the impact automation can have on your practice's efficiency, accuracy, and client experience. However, the client intake process can often become a major bottleneck, causing frustration for potential clients and your staff.

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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. Mentorship Opportunities.

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Lawmatics

MAY 18, 2023

A recent legal trends report revealed that only 53% of lawyers are confident running the business side of their firm. This is understandable considering that lawyers went to school to learn how to practice law— not run a business. Yet marketing is an essential part of finding new clients.

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Rocket Matter

NOVEMBER 14, 2023

Part of your job as a leader of a law firm is to make attorneys’ jobs as frictionless as possible. If lawyers are jotting down their hours on sticky notes, it’s taking up time and energy—as opposed to starting the clock on their time-tracking software with a click. Download free guide 5.

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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. Legal Research AI legal research tools can assist lawyers in retrieving applicable case law and statutes, by scanning through extensive databases of legal documents, saving time and effort.

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Lawmatics

OCTOBER 3, 2023

The law firms that respond to leads first typically turn them into clients. Unfortunately, lawyers tend to be slow when responding to incoming leads. A recent lawyer response study found that of the 967 participating law firms, 33 percent did not respond to the researchers’ lead form submissions at all. Analytics and reporting.

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Clio

MARCH 20, 2024

With so many lawyers, and so many prospective clients looking for lawyers online, you must do what you can to market your firm in the digital age. These days, clients tend to make decisions based on who they know, like, and trust. Some lawyers may produce content for other lawyers in the hope of getting referrals.

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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. The AI that is tailored to law firms enables personalized client interactions.

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Rocket Matter

NOVEMBER 3, 2022

Every lawyer needs a comprehensive, agile tech stack to run an efficient legal practice, but with legal tech advancing faster than ever before, it’s easy to get overwhelmed by all the options. (By Case management software assists lawyers and legal professionals in organizing caseloads. Reporting and analytics .

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Martindale-Avvo

OCTOBER 7, 2024

Lawyer Profiles With Optimization Partnering with Martindale-Avvo means access to a lawyer profile across all four sites, enhancing visibility and reach. Ngage responds and communicates with potential clients through online chat, delivering the information to your firm through intelligent automation.

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Clio

MAY 23, 2024

This is because potential clients are searching not just for lawyers, but for specific lawyers. For example, they are likely searching for personal injury lawyers or family lawyers, or bankruptcy lawyers. Stellar SEO Stellar SEO boasts lawyer SEO experts to help law firms attract their ideal clients.

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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. This allows attorneys to focus on core legal work. They operate more like a call center for high-volume firms similar to Alert Communications.

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LawSites

OCTOBER 10, 2022

As part of its Clio Grow product, Clio now offers lawyers the ability to create simple, no-code, one-page websites. Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Clio Now Includes Text Messaging.

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Lawmatics

JULY 11, 2023

Legal case management software performs numerous functions for lawyers and law firms, such as: Track time. Legal time-tracking software allows lawyers to capture more billable hours. Law firm automation handles these tasks so attorneys and legal teams can focus on clients. Streamline intake. Let's get started!

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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.

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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.

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Clio

OCTOBER 1, 2024

Generative artificial intelligence (AI) has redefined how lawyers approach many aspects of their day-to-day work. When used intentionally and ethically, the right AI tools can help lawyers handle routine tasks with previously-unthinkable efficiency and effectiveness—including AI marketing for law firms.

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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. For example, if two lawyers assume the other was handling client follow-up, this could mean losing business for your firm.

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Rocket Matter

MAY 23, 2023

In addition to the initial document creation, with fewer opportunities for human error, your firm can spend less time going back and forth with clients to finalize said documents. Time tracking saves time and money Every single lawyer needs to track time for billable hours. Manual time tracking doesn’t just create more work.

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