LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. ” Managing the Attorney-Client Relationship.

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Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What should be on a client intake form template?

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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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LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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LawSites

APRIL 20, 2022

Its cofounders, brothers John Levesque and Todd Levesque , are both joining Paradigm as co-general managers of LollyLaw. “Our mission is to give attorneys the best-in-class legal software solution for their specialty or other unique needs,” said Colin Li , CFO/CRO of Paradigm. Its employees will also join Paradigm.

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Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. What is Intake Software Used For? What is the Purpose of an Intake Software? What Type of Software do Attorneys Use?

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Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

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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. Loss of Billable Hours Without streamlined processes, you and your attorneys are wasting time on administrative tasks.

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Rocket Matter

NOVEMBER 25, 2024

AI does the time-consuming tasks like document verification, research, and case management. For example, studies show AI can reduce research time by up to 60% and give lawyers more time to focus on strategy and client interaction. Automating these tasks not only saves time, but also reduces human error.

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Attorney at Work

JANUARY 18, 2022

Compared with their counterparts in urban and suburban regions, rural attorneys often have less reliable access to critical skill sets and tools to support their practice. How can rural attorneys consistently get on the same playing field as urban and suburban lawyers?

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Lawmatics

AUGUST 13, 2024

When creating a legal client intake form, you should keep it concise, organize it logically, make it accessible to your leads, and ask questions that will generate the answers you need to decide whether to extend legal representation. What Should be Included in an Intake Form? What is the Basic New Client Intake Form?

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Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

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Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

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Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them. Simplify Client Communication.

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Clio

DECEMBER 4, 2024

This, in turn, can lead to increased foot traffic and more client inquiries as firms become more visible in local searches. Key elements of a successful link building strategy for attorneys A successful link-building strategy for your law firm starts with securing high-quality backlinks. But, what makes a backlink “good”?

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Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

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Lawmatics

DECEMBER 5, 2023

Client intake. Automated legal client intake allows firms to establish a clear and concise process that saves time, eliminates errors, and keeps everyone on the same page. Current and potential clients can book an appointment with legal calendaring software. Case management. Appointment scheduling.

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Rocket Matter

JULY 25, 2024

Running a thriving practice requires a strong foundation in law firm management. However, without efficient case management, timely billing, and strong client relationships, their practice may struggle to reach its full potential. It involves several key areas, including: Case Management. Client Relations.

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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. Privacy policies.

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LawSites

APRIL 6, 2022

“Lawcus is a modern user-friendly all-in-one legal software with practice management, client intake, billing, case management, trust accounting, a built-in CRM and advanced complex automation capabilities designed to manage and grow successful law firms of any size.” ” NextChapter BK.

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LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. ” Managing the Attorney-Client Relationship.

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Legal CRM Client Intake Lawyer Time-tracking 52

Legal Tech Monitor

APRIL 1, 2023

For client intake, your written procedures might cover how to have a meeting with the client and how best to get information from them. For the firm’s case management, SOPs might tell people what to do when opening a new matter. Examples of SOPs for different areas of law practice.

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Clio

NOVEMBER 19, 2024

Book a demo of Clio’s legal software today to discover how you can simplify case management, track client communications, and keep every detail organized, all in one place. We know personal injury lawyers are busy helping clients and managing their practice. Take your personal injury practice to the next level.

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Clio

SEPTEMBER 25, 2024

Are you ready to start a law firm and need a legal software solution that can assist with case management, billing, client intake, accounting, and more? For instance, are there numerous DUI attorneys in your region? After all, 96% of potential clients use a search engine to find legal advice.

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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. Streamline intake. Let's get started! Let's get started!

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CaseFox

JUNE 29, 2023

For lawyers, attorneys, and parties involved in the litigation, it is necessary to understand the legal motion practice. This will allow them to advocate their position, seek favorable outcomes from the case, and present any legal argument. Motion to Withdraw A motion to withdraw is a legal request by a lawyer or attorney.

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Clio

FEBRUARY 2, 2023

Lawyers can even add case information from existing software. For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Legal workflow automation via centralized legal matter management software is the perfect solution.

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Clio

JULY 16, 2024

When going between bank statements, a case management system, and accounting software, this task can be daunting and make firms vulnerable to mistakes and errors. To best understand the profitability of your firm , you need to have visibility on all cases, client intake , payments, and eliminate non-billable work wherever possible.

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Centerbase

OCTOBER 19, 2023

Let’s face it: there isn’t enough time in the day for attorneys and staff to complete all the work that has to be done in a law firm. That’s why so many firms have turned away from manual processes toward law firm management software. But not all legal practice management software platforms are created equal.

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Clio

MAY 24, 2024

Similarly, when a firm increases its employee headcount, the business will need to account for more training and development needs and invest in technology and processes– such as a case management software tool –for streamlining handoff with more specialized roles.

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LawSites

JANUARY 25, 2022

Lexicon’s recruiting service will manage everything involved with hiring and onboarding staff and attorneys. When this service is combined with Lexicon’s software platform, receptionists can input client intake directly into the platform. Recruiting.

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Rocket Matter

DECEMBER 10, 2024

Start by looking at profitability by practice area, attorney productivity, and administrative processes. For firms looking to build client trust, this feature ensures every minute of billable work is captured so theres no dispute over unclear billing practices. This is when Rocket Matter CRM can help.

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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. Lawyers can, of course, use the LinkedIn app to stay connected with colleagues, clients and new connections. Managing to-do lists. Tracking lawsuits.

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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.

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LawSites

JANUARY 25, 2022

Lexicon’s recruiting service will manage everything involved with hiring and onboarding staff and attorneys. When this service is combined with Lexicon’s software platform, receptionists can input client intake directly into the platform. Recruiting.

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Legodesk

JANUARY 18, 2022

On top of that, you still have to handle all of the administrative tasks associated with running a practice and attracting new clients. It’s all too easy for attorneys to get in over their heads with responsibilities for which they don’t have enough hands. Read Also – Key Benefits of Legal Case Management System 3.

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Rocket Matter

OCTOBER 15, 2024

Comprehensive management solutions, like Rocket Matter, keep firms efficient as they scale up. By using advanced practice management software , law firms can reap various benefits. For instance, cloud analytics help uncover trends in billing data, generate deeper insights into attorney efficiency and productivity, and so on.

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