Remove Attorney Remove Client Intake Remove Estate planning
article thumbnail

4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

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.

article thumbnail

Client Intake Form

Lawmatics

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?

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Smokeball to Expand Its Law Practice Management Platform With Addition Of Client Intake Feature

LawSites

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.

article thumbnail

Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water

Rocket Matter

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.

article thumbnail

Case Study: Associate Attorney Austin Matheny recommends Martindale-Nolo leads

Martindale-Avvo

Then, they can decide if they need professional legal assistance and complete a law firm intake form to request more information from a local attorney. Martindale-Nolo matches these intakes with local lawyers who can help by sending firms new leads. Before long, the law firm received fresh leads.

article thumbnail

Less Effort, More Clients with Law Ruler

Lawyerist

Clients have more ways to find and communicate with attorneys than ever before. For attorneys, this represents an opportunity and a challenge. As an opportunity, it’s easier to directly target potential clients when they need your help. As for challenges, attorneys face increased inquiries (which is wonderful!)

article thumbnail

How Many Leads Does It Take to Get a Client?

Martindale-Avvo

Specifically, attorneys who responded to leads faster and followed best practices retained their first client faster. In other words, the sense of urgency may be greater for a person who needs a criminal defense attorney than for someone searching for an estate planning lawyer.