Books Client Intake Estate planning 
Lawmatics
JUNE 8, 2023
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.
Rocket Matter
SEPTEMBER 26, 2023
Download free guide 4. Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself. Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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.
Rocket Matter
FEBRUARY 20, 2025
It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency.
Clio
FEBRUARY 7, 2025
Book a free demo today and see how! Her content shows clients she understands them, highlighting their common questions and the challenges clients face. She includes a clear, easy link to book an appointment and offers business-start-up resources. Book a free demo to get started! Book a free demo today!
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?
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.
Expert insights. Personalized for you.
52 
Let's personalize your content