Article Client Intake Estate planning 
Lawmatics
JUNE 8, 2023
As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.
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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Clio
JULY 3, 2024
Tuller, explains how this strategy works at his firm: “For our law firm, we have found that we gain the most traction through writing timely educational articles about estate planning-related issues. Source data from your client intake software.
Attorney at Work
JANUARY 11, 2022
For example, Attorney at Work’s Top 20 Articles of 2021 captures the zeitgeist of what’s on the minds of small law firms. I explore five in this article. . ‘Tis the season for legal technology predictions, which are entertaining but seldom useful. Smoking Guns Galore If You Can Defensibly Preserve Them.
Lawmatics
FEBRUARY 16, 2023
By creating engaging videos for your law firm, you can reach out to potential clients searching for legal information and services. When researching this article, I quickly encountered many traditional attorney videos that resembled this 2017 SNL Skit " Attorney Ad." Darcel is providing substantial content for potential clients.
Clio
FEBRUARY 7, 2025
As an employment law firm, they know how stressed their clients are, so the use of calming imagery sets an important tone. They offer helpful guidance in their articles and have a podcast with additional information. Clients shouldnt have to struggle to get in touchand likely wont bother.
Lawmatics
OCTOBER 22, 2024
For instance, using law firm advertising examples as a guide, you could tailor ads for people searching for specific services like estate planning or DUI defense. Client testimonials, reviews, and informative content on your website can act as powerful advertising tools. For building trust.
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