Article Client Intake Law Office 
Rocket Matter
JANUARY 27, 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. Running a legal practice is definitely one of those things.
Attorney at Work
APRIL 30, 2021
Then reach out to its editor with an article idea. The audience is encouraged to contact the law office for further information or assistance. For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms. Here are a few no-cost ideas. First, take the time to read it.
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Centerbase
MARCH 31, 2025
Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. Many firms find success with content marketingpublishing articles, guides, and thought leadership pieces on their websites. Should You Hire a Law Office Manager?
Clio
AUGUST 21, 2024
Automating your law office makes it faster and easier for law firms to take care of non-billable tasks. For example, you can use software like Clio Grow to automate your firm’s client intake process. Note: The information in this article applies only to US practices. Yet, it doesn’t have to be that way.
Clio
JULY 3, 2024
Tuller, Principal Attorney and Owner at the Law Office of Matthew J. 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 7, 2022
If you don’t already have a subscription to Microsoft 365 Business , stop avoiding it and accept the reality of how we all use Microsoft Office software today. I usually recommend the “Business Standard” subscription for most law offices ($150 per user per year). Password protection. What tool to choose? 791,790.
Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. More generally, LinkedIn also offers a range of free articles and learning resources that are easily accessible and can help you take immediate steps toward your goal.
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