Lawmatics

JULY 2, 2024

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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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. If your firm is fighting to gain traction, then its time to hone in on solutions.

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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. This may lead to the insight that they are spending too much time on client phone calls or not enough time taking breaks.

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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. Hopefully, they spend some time reading about you, the kinds of cases you handle, and how your firm can help. At the time of this writing, you can expect to pay around $40 per qualified chat lead.

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Centerbase

MARCH 31, 2025

Managing a law firm requires more than overseeing cases and delegating tasksit demands a strategic approach that balances client expectations, regulatory compliance, and operational efficiency. When there is no clear workflow or unified platform, staff may lose track of deadlines, duplicate efforts, or generate inaccuracies in record-keeping.

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Attorney at Work

SEPTEMBER 15, 2022

McElroy at Procter & Gamble circulated a memo that envisioned an employee who would be responsible for every facet of brand development — everything from tracking sales to advertising, promotion and product development. A client intake staff member can create a new board for each potential client. In 1931, Neil H.

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Clio

SEPTEMBER 3, 2024

Legal billing software streamlines many essential billing tasks for law firms—like tracking billable hours and expenses, creating invoices, and managing payment collections. Legal billing software helps law firms manage the multi-faceted process of billing legal clients more effectively and efficiently. Pros: It enhances productivity.

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

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Rocket Matter

FEBRUARY 25, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online.

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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. Some examples of client-centric innovation include implementing a client portal for easy access to updates and offering streamlined digital payment options.

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Lawyerist

MAY 16, 2024

Compare the potential “right time, right place” effectiveness of a Google Local Services Ad versus an old-school yellow pages or billboard advertisement. that they need to manage and work to turn potential clients into paying clients. Naturally, Law Ruler provides robust analytics in a dashboard view to see relevant information.

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Clio

JULY 3, 2024

The process takes time and patience, but we’re here to talk you through how to do it—and how to do it well. The key to running a profitable business is a steady, manageable level of client activity. A detailed marketing plan can also save you time, effort, and marketing budget in the long run. Execute the plan.

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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. Marketing a law firm has never been so simple.

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Lawmatics

DECEMBER 5, 2023

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. Current and potential clients can book an appointment with legal calendaring software.

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Rocket Matter

JULY 25, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Moreover, Rocket Matter provides valuable analytics and reporting capabilities.

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Lawmatics

NOVEMBER 7, 2023

Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI makes it easy for firms to create their own intake process and efficiently capture client information with client intake form templates. Data analytics. Legal research. Workflow automation. Legal marketing.

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Lawyerist

MARCH 1, 2024

Instead of illuminating and helpful, the experience becomes frustrating and time-consuming. And you can’t make informed decisions on data, even if you have it, because it’s not presented conveniently or timely. An intake specialist tracks new cases opened by practice area and engagement agreements returned.

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Lawmatics

FEBRUARY 13, 2024

Legal analytics: The emergence of legal analytics tools that analyze legal data, identify trends, and predict case outcomes, empowering lawyers to make data-driven decisions. Cloud computing: The use of cloud-based solutions has allowed lawyers to access data and applications from any location with an internet connection.

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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. More pages mean more content to design and integrate—adding to the development time. Longer development time: Custom projects may take more time to complete.

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Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. With such a system, you can track every dollar in and out of your law firm. If you're considering enhancing your practice with technology, now is the time to act.

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Rocket Matter

MAY 23, 2023

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road. Automation is, at its core, a process or system that replaces manual work.

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Rocket Matter

OCTOBER 15, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. At the same time, it expands market reach.

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Lawmatics

JULY 13, 2023

Time saved, reduced errors, and prompt responses to potential clients, enhancing the overall client experience. From automated intake processes to seamless integration capabilities, embracing marketing automation holds the key to propelling your firm to unprecedented success. The benefits of marketing automation ?

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Rocket Matter

JANUARY 10, 2023

While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. 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. Intake forms that impress .

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Rocket Matter

FEBRUARY 20, 2024

That is, until you have so many complex cases on your hands that you accidentally forget to follow up with an important lead or get someone's partner's name wrong. That's not the way to keep clients happy. But trying to do it all on your own can stretch you thin and lead to wasted time and lost revenue.

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Lawmatics

MAY 18, 2023

While it may have seemed like a futuristic, infeasible fantasy at the time, the future is closer than we think. By automating repetitive tasks that would otherwise take up valuable time, businesses, such as law firms, can focus their attention on more revenue-generating activities. What are some marketing automation examples ?

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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. When employees miscommunicate, time and money are lost. An informed client, after all, helps move matters forward more efficiently!).

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Lawmatics

OCTOBER 3, 2023

When marketing automation is integrated into a CRM platform , firms can track, monitor, and engage with prospective customers. In addition, marketing automation tools can help you segment your leads into groups based on demographics, enabling your firm to send personalized emails, targeted ads, and timely messages to the right audience.

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Lawmatics

JUNE 8, 2023

We will discuss the five administrative processes that all estate planning lawyers should automate, and the impact automation can have on your practice's efficiency, accuracy, and client experience. You'll have peace of mind knowing that you've made the right choice and that your law firm is on track for greater success.

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Rocket Matter

JULY 15, 2024

When you’re running low on time, small details tend to go missing. To keep everything where you can see it, consider a client relationship management (CRM) software. Automate law firm communication to build trust Maintaining relationships with your clients requires a lot of touches—and a lot of time that your firm might not have.

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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. All your client calls will be answered, without you paying for a full-time receptionist. What does a virtual receptionist do?

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Lawmatics

JULY 11, 2023

Legal case management software performs numerous functions for lawyers and law firms, such as: Track time. Legal time-tracking software allows lawyers to capture more billable hours. Law firm automation handles these tasks so attorneys and legal teams can focus on clients. Streamline intake. Manage billing.

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Martindale-Avvo

JANUARY 25, 2023

Just as seasons change, so might new client intake at your law firm. Sometimes gaining new clients may work well or even better than expected. Review and evaluate your analytics to determine a long-term strategy. Your stronghold in practice areas and location will gain momentum with timely content. A phone tree?

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Clio

MARCH 20, 2024

Optimize your legal content for SEO When you take the time to write articles that are meaningful for your audience, you want that content to be found. Following SEO best practices helps your peers and clients find the content you’ve worked hard to produce. Analytics help you understand which content is performing better than others.

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Rocket Matter

JULY 29, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. A streamlined AR process can significantly transform the operations of a law 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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Legodesk

JANUARY 18, 2022

You probably went into law because you were passionate about fiercely representing your clients and obtaining the best possible outcomes for their problems, not because you intended to spend 60 % of your time doing administrative tasks. Read Also – How do Lawyers use Technology?

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