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Client Intake Software

Lawmatics

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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What is Intake Software?

Lawmatics

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. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.

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Law Firm Management: The Ultimate Guide for Modern Firms

Centerbase

Compliance and Security Law firms have a huge responsibility to handle client data with care that obliges them to adhere to strict ethical rules, maintain confidentiality, and ensure compliance with various data protection laws.

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What Does Legal Software Do?

Lawmatics

Document management software: Focuses on organizing and storing legal documents securely, often with version control and collaboration features. Case management software: Manages and tracks the details of legal cases, including key dates, contacts, and case-related documents.