Remove Books Remove Client Intake Remove Law technology
article thumbnail

Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

article thumbnail

How to Vet Your Legal Payment Processing Provider

Law Technology Today

These pioneers also reaped nearly 40% higher revenue per lawyer than their counterparts sans these technologies. 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.

professionals

Sign Up for our Newsletter

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

article thumbnail

Handout from “Ethical Implications of Generative AI for the Michigan Lawyer” Presentation

Dennis Kennedy

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.

Lawyer 85
article thumbnail

Handout from “Ethical Implications of Generative AI for the Michigan Lawyer” Presentation

Legal Tech Monitor

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.

Lawyer 52