Percipient

JANUARY 20, 2025

Predictive Analytics Predictive analytics revolves around using data to make smart guesses about what might happen next. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. For analytics, Lex Machina is a top choice.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

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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Client Intake Attorney Time-tracking Bankruptcy 52

Clio

MARCH 28, 2025

The legal professionals we surveyed included lawyers as well as support staffsuch as paralegals and administratorswho are engaged in the management side of their practice. Predictive legal analytics (52%) and eDiscovery solutions (53%) are also popular. Survey of legal professionals We surveyed 1,028 U.S.

Law firm 52

Law firm Electronic payment Law Law 52

Centerbase

MARCH 31, 2025

Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. The more convenient and reassuring you make the communication process, the more likely you are to gain loyal, long-term clients.

Law firm 52

Law firm Time-tracking Law Law 52

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.

Client Intake 40

Client Intake Paralegal Law Law 40

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.

Law firm 52

Law firm Client Intake Law Law 52

Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work. Download free guide 5.

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Time-tracking Attorney Software Client Intake 52