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. Many firms perform manual client intake processes, which can present several challenges. Manual intake workflows tend to be: Time consuming.

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Client Intake e-filing Law firm Attorney 52

Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

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Attorney Client Intake Time-tracking Practice management 104

Clio

NOVEMBER 26, 2024

Within the Clio Suite , you can use electronic signatures for easy online document signing—both as part of Clio Grow’s client intake and legal CRM software, and as part of Clio Manage ’s document management functionality. Book a demo to see Clio in action! Want to learn more about becoming a cloud-based law firm?

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Law firm Law Law Client Intake 88

LawSites

NOVEMBER 8, 2021

Gurion was formerly GM and global head of Uber for Business, where he oversaw the rapid growth of the business to a multi-billion dollar gross booking platform available in more than 30 countries. His resume also includes roles as chief strategy officer for Home Away and managing director of business development for Airbnb.

e-records 98

e-records Client Intake Software Compliance 98

Clio

JANUARY 2, 2024

Client Intake Insights software If your goals for 2024 are centered around law firm growth and new clients, you need to be able to see and assess your firm’s client intake process.

Lawyer 111

Lawyer Time-tracking Client Intake Law firm 111

Attorney at Work

JANUARY 18, 2022

For instance, easy-to-use calendaring tools allow attorneys to offer appointment booking on their websites. These tools can be configured to require answers to basic intake questions before scheduling a booking and to collect credit card payments before booking paid consultations.

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Lawyer Legal Secretary Paralegal Time-tracking 103

Attorney at Work

OCTOBER 10, 2022

While it’s always the goal to ensure invoices are collected in a timely fashion, lawyers still face unique challenges when closing out their books at the end of the month. Establish clear policy during intake meetings. To streamline collections in your practice, you need to set the tone at the start of your intake meetings.

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Law firm Law Law Practice management 103

Clio

FEBRUARY 7, 2024

And how easy you’re making it for clients to speak to you in the first place can have a dramatic impact on your likability. Enter Clio Scheduler, which allows clients to easily book and pay for their initial consultation online, either via your law firm website or a direct booking link provided to the prospective client.

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e-filing Client Intake Law firm Time-tracking 64

LawSites

AUGUST 28, 2023

Now the law practice management company Clio has announced an integration with Google’s Local Services Ads that allows firms to sign up for and manage accounts from directly within Clio Grow , the company’s client intake and client relationship management software. ”

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Law firm Client Intake Bankruptcy Practice management 64

Clio

SEPTEMBER 1, 2023

But marketing, business development, and building client relationships can be time consuming and costly tasks. This powerful tool does a whole lot more than seamless client intake. It includes a number of features to help you easily market your law firm, attract new clients, and manage that increased demand. The result?

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Law firm Client Intake Law Law 52

Rocket Matter

JANUARY 10, 2023

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients.

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Legal CRM Law firm Client Intake Law 52

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. Appointment scheduling. Case management.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Clio

SEPTEMBER 9, 2024

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Book your Clio demo today to discover what it can do for your firm! Looking to boost your firm’s online presence?

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Attorney Law firm e-records Client Intake 75

Clio

OCTOBER 7, 2024

Learn more about Clio Duo and book your demo today! This is why Clio is focused on improving the client intake process and offering a frictionless experience for law firms and their clients. This will improve the flow from client intake, all the way to creating and assigning tasks in Clio Manage as cases progress.

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Client Intake Time-tracking Law firm e-filing 73

Law Technology Today

SEPTEMBER 1, 2023

This results in a partnership that resonates with your clients and honors your ethical commitments. Learn more about how Clio can amplify your firm’s efficiency: Book a Demo to see Clio Payments in action. The post How to Vet Your Legal Payment Processing Provider appeared first on Law Technology Today.

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Billing software Software Time-tracking Client Intake 84

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? Book your Clio demo today! Also make sure to list your firm in the Yellow Pages, no not the book, the website! One of the top ways would be to use lawyer review sites.

Law firm 52

Law firm Client Intake Law Law 52

The Barrister

NOVEMBER 23, 2022

A combination of experienced plaintiff and defense attorneys wrote the book. This book can be purchased on the South Carolina Bar’s website and found in the Charleston School of Law’s library in print and on Lexis. It contains forty-two (42) sample forms on a CD.

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Client Intake Law Law Attorney 52

Legal Tech Monitor

AUGUST 28, 2023

Now the law practice management company Clio has announced an integration with Google’s Local Services Ads that allows firms to sign up for and manage accounts from directly within Clio Grow , the company’s client intake and client relationship management software. Manage ad campaigns directly in a Clio Grow dashboard.

Law firm 52

Law firm Client Intake Bankruptcy Practice management 52

Rocket Matter

NOVEMBER 25, 2024

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book For modern law firms, selecting suitable tools is no longer a matter of choice but of necessity.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.

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Client Intake Law firm Time-tracking Legal CRM 72

Rocket Matter

JANUARY 21, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Is your law firm struggling to keep up with repetitive document creation? Everything should be scriptable, from client intake to invoice creation.

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Document automation Law firm Law Law 52

Legal Tech Monitor

MARCH 13, 2023

Draft client intake forms : Request that forms be created for specific types of cases, and modify the results to suit your needs. Draft a retainer agreement : Identify key clauses and concepts you’d like included and update the document provided to include information specific to your firm and the client’s case.

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Lawyer Client Intake Legal research Practice management 59

Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

Clio

JULY 16, 2024

Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum. In addition, you can match trust bank account transactions to what’s in your books in one place, making it easy to reconcile your ledgers and complete three-way reconciliation.

Law firm 52

Law firm Compliance Time-tracking Law 52

Clio

MARCH 8, 2024

For example, if you’re sticking with your existing system for client intake instead of using a solution that allows you to drastically reduce time spent on intake, appointment bookings, and creating engagement letters, you could be leaving money on the table.

Legal software 52

Legal software Legal software Software Client Intake 52

Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

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Legal CRM Time-tracking Client Intake Law firm 52

Lawmatics

MAY 18, 2023

Personalized Follow Ups Manually following up with everyone that calls your firm or fills out a client intake form is extremely time consuming. Automatic follow-ups with a personalized touch will engage your clients from day one, establishing trust and making them feel valued.

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Client Intake Time-tracking Software Law firm 52

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. Book your Clio Grow demo today and take the first step toward transforming your practice.

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Lawyer Client Intake Law firm Attorney 64

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. Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients.

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Injury Lawyer Lawyer Time-tracking Law firm 76

LawSites

NOVEMBER 8, 2021

Gurion was formerly GM and global head of Uber for Business, where he oversaw the rapid growth of the business to a multi-billion dollar gross booking platform available in more than 30 countries. His resume also includes roles as chief strategy officer for Home Away and managing director of business development for Airbnb.

e-records 52

e-records Client Intake Software Compliance 52

Clio

DECEMBER 16, 2024

Letting potential clients message you right when they have a question can help them feel heard. For example, Book Your Free Consultation or Get Started Now should stand out. Online booking options. Online schedulers let potential clients book initial meetings right away onlinewithout having to reach out by phone or email.

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Divorce lawyer Lawyer Time-tracking Mediator 52

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. Setting up an effective marketing strategy for the client intake process is crucial.

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Attorney Lawyer Client Intake Law firm 52

Rocket Matter

DECEMBER 5, 2023

Download free guide

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Time-tracking Legal CRM Client Intake Practice management 52

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. Hat tip to Tim Challies, author of an excellent little book called “ Do More Better.”). My favorite tool that helps with productivity is an app called GoodNotes.

Lawyer 106

Lawyer Time-tracking Document storage Client Intake 106

Clio

JULY 3, 2024

Learn more here , or book a live demonstration with a Clio expert. Law firm website If you’re investing in SEO strategies, PPC strategies, or both, your goal is to drive potential clients to your law firm website. Source data from your client intake software.

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Law firm Law Law Time-tracking 88

Dennis Kennedy

DECEMBER 14, 2023

How might AI impact the client intake process? AI can streamline client intake by automating data collection, performing preliminary case analysis, and identifying potential conflicts of interest. However, a human touch remains essential to understand client needs fully.

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Lawyer Due diligence Client Intake Mediator 85

Lawmatics

JANUARY 21, 2025

If youre a CARET Legal user looking to revolutionize intake for your firm, book a Lawmatics demo to check out our CRM for yourself. The Lawmatics + CARET Legal integration is here to make your workflows smoother, your data more reliable, and your practice more efficient.

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Case management Law firm Client Intake Lawyer 59