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Client Intake Software

Lawmatics

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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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

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. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Get free e-book.

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5 Law Firm Marketing Tips for Success in 2023

Rocket Matter

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. Marketing automation tools, such as those found in a legal CRM, can help streamline manual processes and reduce administrative time.

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7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

Also, AI analytics lets you measure performance so you can run better. In a competitive legal world, AI is a winner. It helps you work smarter, stay ahead, and deliver the best legal services. Along with secure data handling capability, these platforms typically have advanced analytics and searches.

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Is Marketing Automation the Same as CRM?

Lawmatics

A CRM is a type of technology that manages all of an organization’s relationships with current and potential clients. Law firms manage vast volumes of client data; manually tracking it is time-consuming and error-prone. There are generally three types of CRM strategies: Collaborative. Analytical.

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Is There an AI Tool to Create Legal Documents?

Lawmatics

Artificial Intelligence (AI) is increasingly used in legal technology to streamline processes, improve efficiency, and enhance decision-making for attorneys. Here are just some of the ways AI is currently in use in the legal industry: Client intake. Legal research. Data analytics. Regulatory compliance.

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From Good to Great: Transforming Client Relationships with Rocket Matter CRM

Rocket Matter

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.