Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 96

Attorney Client Intake Time-tracking Practice management 96

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. In a competitive legal world, AI is a winner.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

3 Geeks and a Law Blog

OCTOBER 23, 2023

This week on The Geek in Review podcast Marlene Gebauer and Greg Lambert featured guests Colin Levy , Ashley Carlisle , and Dorna Moini discussing Levy’s recently published book “ Handbook of Legal Tech.” Levy edited the book and contributors included Moini, Carlisle’s CEO, Tony Thai, and many more legal technology experts.

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Legal tech Legal tech Document automation Hearing 147

Attorney at Work

JANUARY 18, 2022

They may also have trouble finding qualified personnel to help with practice management and paralegal tasks. A host of highly practical, legal-specific do-it-yourself technology solutions have emerged in the past few years, and many are designed and priced to meet the needs of very modest-sized practices.

Lawyer 97

Lawyer Legal Secretary Paralegal Time-tracking 97

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

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.

Law firm 96

Law firm Law Law Practice management 96

Law Technology Today

SEPTEMBER 1, 2023

Interestingly, their desires go beyond mere alternative payment methods—70% of clients are keen on flexible payment plans as well. Law firms can fulfill these demands with the right legal practice management software. This results in a partnership that resonates with your clients and honors your ethical commitments.

Billing software 84

Billing software Software Time-tracking Client Intake 84

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.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

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

Legal Tech Monitor

AUGUST 28, 2023

Unlike pay-per-click ads, local services ads appear at the top of Google’s results for relevant searches, and you pay only if the potential client calls or messages you through the ad. Clio says this makes it the only law practice management software with built-in digital advertising. What is Clio Grow?

Law firm 52

Law firm Client Intake Bankruptcy Practice management 52

Rocket Matter

JULY 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 Legal brilliance alone doesn't guarantee the success of a law firm. Running a thriving practice requires a strong foundation in law firm management.

Law firm 59

Law firm Time-tracking Law Law 59

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. Integration with legal practice management systems. Book your Clio demo today to discover what it can do for your firm!

Attorney 75

Attorney Law firm e-records Client Intake 75

Rocket Matter

JULY 18, 2023

If your website is dated, confusing, or clunky, you’re much less likely to attract your ideal clients—and you’re even less likely to keep them. But law firms are also incredibly busy, and it takes time and experience to develop a great website. Download free guide 3.

Client Intake 72

Client Intake Law firm Time-tracking Legal CRM 72

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.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 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. Case management. Appointment scheduling.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

DECEMBER 5, 2023

Not only do industry-agnostic CRMs lack the customizations needed by law firms, but they often don't integrate with critical tools like law practice management software. It helps to look beyond industry-agnostic CRMs. The lack of industry-specific features and integrations means more work for busy lawyers. Download free guide

Time-tracking 52

Time-tracking Legal CRM Client Intake Practice management 52

Rocket Matter

SEPTEMBER 24, 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 Efficient billing is crucial for the smooth operation and profitability of any law firm.

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Law firm Law Law Billing software 86

Attorney at Work

JANUARY 7, 2022

Catherine Sanders Reach (@catherinereach) is Director of the Center for Practice Management for the North Carolina Bar Association, providing practice technology and management assistance. Small firms need to realize that many clients prefer to interact with them electronically. What tool to choose?

Lawyer 108

Lawyer e-filing Software Practice management 108

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.

Document automation 52

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.

Lawyer 59

Lawyer Client Intake Legal research Practice management 59

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!

Law firm 52

Law firm Client Intake Law Law 52

Rocket Matter

MAY 23, 2023

Automation workflows are typically part of your firm’s practice management software , which is designed to help law firms operate more efficiently. Let’s be clear, though. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement. Download free guide 3.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

OCTOBER 15, 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 When considering how to grow a law firm and the investment in technology that today’s expanding digital landscape needs, statistics put everything into some sort of perspective.

Law firm 52

Law firm e-filing Time-tracking Law 52

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

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 98

Lawyer Time-tracking Document storage Client Intake 98

Clio

JULY 16, 2024

Law school prepares lawyers for many challenges, but managing a law firm’s finances is not typically one of them. Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum.

Law firm 52

Law firm Compliance Time-tracking Law 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.

Divorce lawyer 52

Divorce lawyer Lawyer Time-tracking Mediator 52

Rocket Matter

NOVEMBER 13, 2023

Client convenience tools : Your site will benefit from essential tools like contact forms, payment links, and client intake forms—even ChatGPT integration and automations. Legal practice management features to help improve staff performance and productivity. Book a demo today and experience the difference.

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

NOVEMBER 19, 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 Starting your own law firm is a huge step—and, let’s be honest, it can feel a bit overwhelming. This way, you can concentrate on what truly matters—your clients!

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

AUGUST 8, 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 Every lawyer knows the frustration of outstanding client invoices. Request a demo today and see how Rocket Matter can transform your firm’s financial management.

Lawyer 52

Lawyer Practice management e-records Billing software 52

Rocket Matter

JULY 15, 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 The success of any law firm lies in its ability to establish and maintain quality client relationships. But where can you find and effectively attract these prospects?

Attorney 52

Attorney Injury Lawyer Law firm Legal CRM 52

CaseFox

JULY 25, 2023

Legal Research and Data Analytics: Gone are the days of poring over endless law books and case files in dusty libraries. Law Practice Management Software: Law Practice management software has become a cornerstone of efficient law firm operations.

e-discovery 52

e-discovery e-filing Lawyer Intellectual Property 52

Rocket Matter

JULY 29, 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 Delayed payments, mounting overhead, and the constant pursuit of outstanding invoices—these are the challenges that plague many law firms. Reporting and Analytics.

Law 52

Law Law Time-tracking Law firm 52

Lawmatics

JULY 13, 2023

Here are 7 marketing automation examples that law firms can use marketing automation in their practice: 1 Automated Intake Process Streamline the client intake process by automating lead capture, qualification, and follow-up. These campaigns help build strong client relationships through consistent communication.

Time-tracking 52

Time-tracking Analytics Document automation Law firm 52

Clio

AUGUST 22, 2023

It also makes it easy to integrate Clio Grow’s client intake features , like online intake forms, to make it easier for potential clients to contact you. In this way, offering a positive client experience is a powerful way to encourage positive reviews and referrals.

Law 52

Law Law Client Intake Law firm 52

Lawmatics

FEBRUARY 7, 2023

CRM solutions typically integrate with virtual receptionists, online intake forms, email marketing tools, and practice management software to be a centralized database for your law firm. A law firm CRM solution should be employed to help you tighten up your law firm's marketing efforts and client intake.

Lawyer 40

Lawyer Legal CRM Law firm Client Intake 40

Rocket Matter

AUGUST 22, 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 The days of chasing down clients for signatures—slowing down the process and piling up paperwork—are over. Rocket Matter stands out as a superior choice for law firms.

Lawyer 52

Lawyer e-records Law firm Compliance 52