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.

Client Intake 52

Client Intake Attorney Time-tracking Bankruptcy 52

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.

Client Intake 57

Client Intake Law Law Law firm 57

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.

Client Intake 52

Client Intake Software Law firm Data protection 52

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.

Attorney 96

Attorney Client Intake Time-tracking Practice management 96

Clio

NOVEMBER 21, 2024

Before potential clients pick up the phone, there’s a good chance they’ve already formed an opinion of your firm based on your website. The right attorney website template can make all the difference in ensuring that first impression is a strong one. What is an attorney website template? The challenge?

Attorney 90

Attorney Law firm Practice management Client Intake 90

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.

Client Intake 52

Client Intake Practice management Software Law firm 52

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?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40

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?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

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.

Client Intake 52

Client Intake Law Law Time-tracking 52

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.

Time-tracking 92

Time-tracking Attorney Client Intake Software 92

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.

Client Intake 59

Client Intake Attorney Lawyer Legal advice 59

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.

Client Intake 40

Client Intake Compliance Law firm Legal advice 40

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 .

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

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.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

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.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

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?

Client Intake 40

Client Intake Case management Attorney Law firm 40

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.

Client Intake 40

Client Intake Software Law firm Data protection 40

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.

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

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?

Attorney 98

Attorney Law firm Client Intake Law 98

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.

Client Intake 52

Client Intake Practice management Estate planning Law 52

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.

Case management 96

Case management Client Intake Time-tracking Attorney 96

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?

Attorney 75

Attorney Law firm e-records Client Intake 75

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.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

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.

Client Intake 96

Client Intake Law Law Law firm 96

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.

Law firm 59

Law firm Client Intake Practice management Law 59

Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

Client Intake 52

Client Intake Attorney Law firm Data protection 52

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.

Client Intake 59

Client Intake Law Law Attorney 59

Lawmatics

APRIL 16, 2024

Client intake is extremely important for law firms, as it establishes the attorney-client relationship and converts a prospect into a paying client. She then attends the appointment and decides to hire the attorney. How Does the Intake Stage Work? Manual intake workflows tend to be: Time consuming.

Client Intake 52

Client Intake e-filing Law firm Attorney 52

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.

Lawyer 111

Lawyer Time-tracking Client Intake Law firm 111

CaseFox

JUNE 18, 2023

With a well-strategized and seamless lead generation process, firms can attract numerous clients. Lead generation will allow your clients to find you and book a consultation with you. In this blog, we will explore more about lead generation for attorneys and lawyers. As well as try to convert them into paying clients.

Attorney 52

Attorney Lawyer Client Intake Law firm 52

Martindale-Avvo

FEBRUARY 13, 2024

Whether you own an established practice or are just starting your firm, an efficient intake process is vital for boosting conversions and keeping your practice running on all cylinders. Here is what you need to know about the client intake process and some legal intake solutions for small law firms.

Law firm 59

Law firm Client Intake Law Law 59

Rocket Matter

NOVEMBER 14, 2023

You know many attorneys at your firm are burning the midnight oil. And one of the biggest downsides is an associated delay in logging hours. Without automatic time-tracking, attorneys may wait until the end of the day to record their hours, and that leads to lost revenue. There are so many micro benefits as well.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. It can give clients access to self-scheduling—or not. This is generally a good idea.

Client Intake 98

Client Intake Time-tracking Law firm Attorney 98

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 the Purpose of an Intake Software? What Type of Software do Attorneys Use? The post What is Intake Software?

Software 52

Software Client Intake Document management Billing software 52

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.

Practice management 52

Practice management Software Attorney Time-tracking 52

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. Imagine you’re a potential client. What questions would you want to have answered as you found an attorney?

Law firm 83

Law firm Client Intake Legal CRM Law 83

Lawmatics

APRIL 25, 2024

Creating an effective intake process for a law firm is crucial for efficiently managing client inquiries, ensuring that relevant information is gathered, and setting the stage for successful client representation. Regularly review and evaluate your intake process to identify areas for improvement.

Client Intake 52

Client Intake Law firm Attorney Software 52