Rocket Matter

MARCH 28, 2025

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. SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Create a roadmap for growth and expansion.

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Clio

SEPTEMBER 3, 2024

This is where legal billing software comes in. Legal billing software streamlines many essential billing tasks for law firms—like tracking billable hours and expenses, creating invoices, and managing payment collections. In the following blog post, we’ll explore how to find the best legal billing software for large firms like yours.

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Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Address client needs.

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Clio

APRIL 15, 2025

What is legal workflow management software? Legal workflow management software helps law firms automate processes like appointment scheduling, email communication, and task management to ensure timeliness and accuracy while saving you money, time, and effort. Provides the option to integrate Office 365 with other software (like Clio ).

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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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Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

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Clio

APRIL 11, 2025

Heres how to design an effective immigration law firm website, including best practices, content ideas, and how your website can help generate more clients. Build a practice thats focused on your clients and growth, not administrative work. Add organization and ease with Clio’s i mmigration law case management software.

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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. Conversion rates: We saw improved conversion rates among firms using e-signatures (12%), online intake forms (12%), and online schedulers (10%).

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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.

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Attorney at Work

SEPTEMBER 15, 2022

Offering a legal service is, of course, quite different from developing a new disinfectant, or building a software application or a material object. Your firm may not be in a position to hire a legal project manager, but many software programs out there can help lawyers manage ongoing and chaotic workflows.

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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. Review any potential pain points, and test out your software. Your clients need support through the sales funnel.

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Attorney at Work

APRIL 30, 2021

Over the last several months we’ve seen a shift toward increased use of online intake tools to more easily convert leads into clients, and to help lawyers provide better service at the first virtual or in-person meeting. Practice management software providers have been spending a lot of energy developing intake tools.

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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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Centerbase

AUGUST 7, 2024

If your firm isn’t using an all-in-one legal practice management software to streamline firm and client operations, you’re missing out on the highest level of efficiency and competitive advantages to set your firm apart. The cost of not having such software is too great to not act. An investment or a cost?

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Rocket Matter

FEBRUARY 25, 2025

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. Provide regular training that helps your team members stay up-to-date with new software and cybersecurity best practices.

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Centerbase

MARCH 31, 2025

Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. For example, you can use practice management software to automatically update calendars, send reminders, or generate documents based on predefined templates.

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Rocket Matter

NOVEMBER 14, 2023

But that’s just the big-picture-30,000-foot-view benefit of time-tracking software for attorneys. Save time and resources This may be the most important benefit of time-tracking software. Increase revenue with firm-wide analytics Even more critical, attorney time-tracking software gives you access to a dashboard of analytics.

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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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Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. What Does Legal Software Do? Streamline intake. Let's get started!

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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. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.

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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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Lawmatics

NOVEMBER 7, 2023

Yes, legal software typically includes AI tools that legal professionals can use to create legal documents. Here are just some of the ways AI is currently in use in the legal industry: Client intake. Data analytics. How is AI Used in Legal Technology? Legal research. Regulatory compliance.

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Lawyerist

MAY 16, 2024

This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.

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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. What software do lawyers use today? How will technology affect lawyers in the future?

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Lawmatics

OCTOBER 10, 2023

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. Analytical. There are generally three types of CRM strategies: Collaborative.

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Clio

JULY 3, 2024

Email marketing is also easy to measure, with marketing platforms offering analytics like how many people open your email. You could train your law firm’s assistant to ask and note the answer on the phone, or you could customize your intake form in Clio Grow with a field to ask when new clients are filling out their paperwork.

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Rocket Matter

JANUARY 10, 2023

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. Intake forms that impress .

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Rocket Matter

JULY 25, 2024

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. SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Create a roadmap for growth and expansion.

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Law firm Time-tracking Law Law 59

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. Seamless integration with legal software like Clio can offer built-in tools that let you connect with clients, collect payments, and manage everything from one central place.

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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. They also integrate their service with Clio Grow and several other popular software programs to ease the burden of data entry.

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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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Rocket Matter

OCTOBER 15, 2024

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. Reports suggest that over 71% of law firms rely on video conferencing software and about 60% take advantage of eSignature and other technologies.

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Lawmatics

MAY 18, 2023

For this reason, automation software is more and more ubiquitous across the board, with some experts estimating that the automation software market will grow by an average of 9.8% Personalized Follow Ups Manually following up with everyone that calls your firm or fills out a client intake form is extremely time consuming.

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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. . And your clients aren’t the only ones who’ll notice if your cash flow suffers.

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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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Lawmatics

JANUARY 9, 2024

Advances in legal software are rapidly transforming the future of legal technologies. But for small and mid-size firms, the most transformative innovations are tools that directly strengthen client relationships, service quality, and firm capabilities. Small Law Firms Report. Data-empowered decisions create a competitive advantage.

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Lawmatics

OCTOBER 3, 2023

Marketing automation software simplifies assigning roles, parsing out tasks, and granting responsibilities to the appropriate team members to streamline processes that typically require manager involvement. Analytics and reporting. Analytics and reporting. Improve efficiency. Convert more leads. Newsletters.

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