Attorney at Work

MARCH 15, 2022

Automating your client intake process seems like a no-brainer. Make sure your intake provider can help you track where all lead sources come from through a tool like Zapier. The post 5 Common Misunderstandings About Client Intake Software appeared first on Attorney at Work.

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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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Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. It is shared across an entire team Evernote is used by a number of attorneys, particularly for capturing information for legal research, productivity tasks and even case management. This is achieved through the development of boards or lists.

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Attorney Client Intake Time-tracking Practice management 107

Legal IT Professionals

JANUARY 21, 2025

CARET Legal, a leading legal practice management platform for attorneys and legal professionals, today announces its new public API, along with the first out of the box integration with launch partner Lawmatics, the leading CRM, client intake, and marketing automation platform for law firms.

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Lawmatics

AUGUST 15, 2024

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Establish a clear and consistent intake process.

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Martindale-Avvo

NOVEMBER 13, 2023

Even the best lawyers are in competition with one another for clients with legal consumers adopting more consumer-like processes such as reading reviews and performing research prior to contacting an attorney. Here are six ways you can improve your client intake best practices to attain a full roster of clients.

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Lawmatics

APRIL 30, 2024

Legal client intake forms are critical for an efficient client onboarding process. Firms traditionally created their intake forms manually, legal client intake automation improves efficiency, reduces time spent on administrative tasks, and enhances the client experience.

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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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Attorney at Work

SEPTEMBER 27, 2024

An optimized client intake process is key to a law firm's growth. The post Optimize Your Law Firm’s Client Intake Process appeared first on Articles, Tips and Tech for Law Firms and Lawyers. Reduce your firm's administrative burden while converting more leads.

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Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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Lawmatics

JULY 9, 2024

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

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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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Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

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Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

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Legal Tech Monitor

JUNE 16, 2023

Earlier this month, the American Bar Association issued a formal opinion that provides guidance on a lawyer’s ethical obligations when delegating client intake tasks to nonlawyer assistants. How should lawyers be involved in the client intake process? Citing In re Phillips , 226 Ariz.

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Clio

JANUARY 8, 2025

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. The best blogging platforms for lawyers There are numerous attorney blog platforms available, each with its own features and benefits.

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Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Compliance.

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Rocket Matter

NOVEMBER 22, 2022

Your law firm’s intake process sets the tone for your ongoing client-attorney relationship, so why not start strong? . Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Benefits to attorneys .

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MatterSuite

MAY 26, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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Clio

SEPTEMBER 9, 2024

Your attorney website is more than a checkbox. It’s your firm’s first impression for clients, a critical component of your marketing strategy , and a key tool for establishing credibility. So, whether you’re revamping your current site or creating one from scratch, you might be wondering: How much are attorney websites?

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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 information does the client intake form gather?

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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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Rocket Matter

MARCH 11, 2025

Clients seek firms with proven authority and strong ethics. They also want to work with attorneys who are known for delivering stellar client service. In 2023, two New York attorneys learned this lesson the hard way. While the attorneys were only fined $5,000, the incident was a PR nightmare for their firm.

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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. million seed round in October 2020.

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Martindale-Avvo

JUNE 30, 2023

Next to Memorial Day weekend , DWI attorneys may experience high levels of activity on Independence Day, depending on several factors. As a result, DWI attorneys may see a higher volume of clients seeking legal representation for DUI/DWI charges during this time. Got a question for your area of practice in a specific location?

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LawSites

MARCH 2, 2023

Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.

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Rocket Matter

MARCH 28, 2025

Promoting the firms services through various channels to attract new clients and retain existing ones. Recruiting, training, and supervising attorneys and support staff to ensure optimal performance. SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols.

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Law firm Time-tracking Law Law 52

Legal Talk Network

JUNE 21, 2022

Too many firms look to increase their marketing and advertising spend, long before they take a hard look at the conversion rates of their initial consults and client intake process. . New client consultations are key to the growth and success of any law firm. Too often, law firms underestimate the importance of consultations.

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Attorney at Work

JULY 21, 2022

Immigration attorneys face a variety of challenges when it comes to efficiently managing their day-to-day activities. Tasks like handling the lengthy form filling process, communicating effectively with clients, and accepting payment for all that hard work can be difficult when not managed correctly.

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Clio

NOVEMBER 19, 2024

For instance, use personal injury keywords like “Boston personal injury lawyer” or “help with medical bills after an accident,” or even “car accident attorney near me,” to target people seeking your services. We know personal injury lawyers are busy helping clients and managing their practice. What are backlinks?

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Injury Lawyer Lawyer Time-tracking Law firm 98

Rocket Matter

NOVEMBER 25, 2024

Reviewing files, uploading evidence, or previewing case documents is easy with mobile access, so attorneys can be prepared no matter where they are. Rather than using unsecured texts or waiting to respond from a desktop, attorneys can securely chat with colleagues and keep all correspondence in the case file.

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Rocket Matter

JANUARY 27, 2025

If the chairman of Seyfarth Shawleading a firm with 800 attorneys uses Twitter to engage meaningfully , so can you. Consumer Legal Needs Survey suggests that 82% of respondents who contacted an attorney after learning about them online relied on online reviews. Results and client satisfaction remain your most powerful branding tools.

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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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Rocket Matter

SEPTEMBER 26, 2023

Blog prompts: Generate 10 blog ideas for a personal injury law firm based on common questions people have for personal injury attorneys Create outlines for the blog ideas above, with a title and three sections Create a conversational 500-word blog post that gives advice for women navigating child custody mediation in New Jersey 6.

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Clio

JANUARY 2, 2024

Attorneys who adapt can thrive will be best positioned to leverage these new technology tools effectively. What goals should you focus on when you’re an experienced lawyer, and what are the best goals for new attorneys? When you’re a new attorney, you want to soak up as much guidance as you can from more experienced lawyers.

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Rocket Matter

JANUARY 21, 2025

Whether drafting a subpoena, a pleading, or a contract, attorneys will find accurate client information directly at their fingertips through their database or CRM. Document automation for lawyers eliminates this by providing structured, ready-to-use templates that are filled in with client data.

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