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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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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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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.

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How to Grow a Law Firm: Tech-Driven Strategies for Expansion

Rocket Matter

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. Technology is already reshaping the way legal services are delivered and managed.

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What is a Legal Tech Platform?

Lawmatics

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.