Clio

MARCH 28, 2025

Predictive legal analytics (52%) and eDiscovery solutions (53%) are also popular. There is a strong correlation between use of Clio features and increased client intake performance. However, mid-sized firms are lagging behind on cloud-based legal practice management (LPM) software adoption.

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Martindale-Avvo

NOVEMBER 13, 2023

While providing excellent service and enhancing your reputation as a trustworthy practitioner is important, it’s often the smallest details that make the biggest difference when generating new business for your legal practice. Here are six ways you can improve your client intake best practices to attain a full roster of clients.

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Attorney at Work

APRIL 30, 2021

Our practice management and technology experts have some tips. Blackford (@SheilaBlackford) has been a Practice Management Attorney for the Oregon State Bar Professional Liability Fund since 2005. Practice management software providers have been spending a lot of energy developing intake tools.

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Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.

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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. For example, with a legal CRM , legal practices can use email drip campaigns to send people emails based on certain predetermined triggers.

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Centerbase

MARCH 31, 2025

Here are some critical best practices to improve all aspects of your legal practice and unlock sustainable growth. Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles.

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Clio

APRIL 11, 2025

Subscribe to the blog How to optimize your immigration law firm website for growth To attract and retain immigration law clients, focus on content, SEO, and analytics. Content marketing Include a subscription field for your email newsletter, gated resources, video content, and blogs to attract, nurture, and retain your clients.

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LawSites

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Clio

SEPTEMBER 3, 2024

To help with this process, we’ve rounded up some of the best legal billing software for large firms available today: Clio Clio’s cloud-based legal practice management software offers a comprehensive solution that’s secure, efficient, and scalable—making it a practical, innovative choice for thousands of mid-sized and large firms.

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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. Additionally, SOPs should be periodically reviewed and updated to reflect changes in law or firm policies, ensuring that your practice remains agile and responsive to new challenges.

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Legal Tech Monitor

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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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? Valuable Legal CRM applications to support your law firm's project management efforts. Hello, efficiency!

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Rocket Matter

FEBRUARY 25, 2025

Legal Billing: Use a solution to simplify the process of time tracking, billing, and revenue analytics, which can be costly and time-consuming when done manually. Advanced Analytics: Leverage advanced reporting features to analyze case performances, client acquisition rates, and financial metrics.

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Lawmatics

DECEMBER 5, 2023

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. Client intake. Current and potential clients can book an appointment with legal calendaring software. Data analytics.

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

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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. With these insights, you can identify areas of improvement and make evidence-based adjustments to your practices.

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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. Integration with legal practice management systems. Use tools like Google Analytics to monitor traffic and identify areas for improvement. Track Performance.

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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. .

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Lawmatics

JANUARY 9, 2024

As initial legal AI tools emerge focused on functions like contract analytics and workflow support, nearly 40% envision meaningful process automation opportunities – though uncertainty persists over how quickly evolving AI will transform daily operations. What Is the Most Used Legal Technology?

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LawNext podcast

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Lawmatics

DECEMBER 14, 2023

The use of tech in law firms has increased from advances in AI-powered solutions to the proliferation of practice-specific tools like contract lifecycle management tools or practice management software to operational tools like CRMs and billing software. Lawyers are seeking efficiency through legal technology.

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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

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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CaseFox

JULY 25, 2023

Legal Research and Data Analytics: Gone are the days of poring over endless law books and case files in dusty libraries. Advanced data analytics tools enable lawyers to extract valuable insights from large volumes of information. This helps them build stronger arguments and make well-informed decisions for their clients.

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Lawmatics

JULY 13, 2023

Marketing automation platforms provide valuable data and insights on clients' online activities, allowing law firms to understand their clients' preferences, behavior, and engagement patterns. Data-Driven Decisions Automation platforms offer analytics and reporting features that provide actionable data on marketing performance.

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Rocket Matter

MAY 23, 2023

Automation workflows are typically part of your firm’s practice management software , which is designed to help law firms operate more efficiently. Let’s be clear, though. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement.

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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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Rocket Matter

JULY 29, 2024

Leverage Legal Practice Management Software Implementing a comprehensive legal practice management solution can significantly enhance the efficiency of your law firm’s accounts receivable management. Reporting and Analytics. This centralization can improve communication and collaboration within your team.

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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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Rocket Matter

NOVEMBER 3, 2022

Email drip campaigns to stay top-of-mind with previous clients (and score those referrals from happy customers). Customizable intelligent client intake forms that pre-qualify leads . Reporting and analytics . You can’t fix problems until you know what’s causing them. Legal trust accounting . Document automation .

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Lawyer Time-tracking Billing software Practice management 40

Lawmatics

FEBRUARY 7, 2023

CRM solutions typically integrate with virtual receptionists, online intake forms, email marketing tools, and practice management software to be a centralized database for your law firm. A law firm CRM solution should be employed to help you tighten up your law firm's marketing efforts and client intake.

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Lawmatics

DECEMBER 27, 2023

While it might seem reasonable to think that today’s lawyers correspond with each other through two-way messaging software, use predictive analytics to drive their decisions, and handle their cases with client relationship management (CRM) systems, the reality is often very different. Software as a Service (SaaS).

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Clio

JUNE 28, 2023

Offering everything from strategy to copywriting and analytics, these agencies help law firms produce valuable content that resonates with their audience and builds their brand’s authority. As a result, you’ll attract new clients and grow your business. They use a wide range of channels, from print ads to radio and TV spots.

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Lawmatics

APRIL 6, 2023

Automation helps legal teams and law firms to string together various manual processes, such as client intake , to make everyday workflows more scalable. Automated processes can capture data, provide analytics, and enable better workflows. Lawyers have many options when choosing legal document management software.

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Clio

MARCH 25, 2024

Adopt a legal accounting software solution that syncs with your legal practice management tool, allowing you to manage your bank accounts (including trust accounts), manage vendors and expenses, payments, refunds, and accounts receivables. Google) or referring domain (the website the visitor was on that led them to you)?

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3 Geeks and a Law Blog

OCTOBER 23, 2023

It was actually other attorneys who were working both in the legal aid space and outside of Legal Aid space, who wanted to build similar workflows, workflows that would go from client intake, to document automation to really everything that you wanted to interact with the client on.

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