This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Clio Grow (Light Theme) Platform: Clio Grow Features: The light template in Clio’s website builder provides a sleek layout that makes it easy for prospective clients to find the info they’re looking for. It also integrates with Clio’s legal practicemanagement software, so you can manage everything from one platform.
In addition, we’ll offer some lawyer-client interview sample questions to integrate into your process. How do you prepare for a lawyer-client interview? Conducting a great client interview is critical to an effective clientintake process , and it’s an important initial step to providing a client-centered experience.
The best way to reduce reliance on traditional mail services is to adopt various technological solutions that streamline communication, document delivery, and clientmanagement. Adopt secure client portals Leveraging client portals can help law firms stay in touch with clients without relying on traditional mail methods.
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.
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 If youve been proactively working to grow your law firm , you know firsthand that the road to business success is fraught with challenges. Download free guide 5.
Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and clientintake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. Book your free discovery call today!
Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing clientintake 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.
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.
As your client base grows, Rocket Matter’s robust CRM and practicemanagement 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 clientintake to case updates.
How do we gather potential client information? How do we input clients into our practicemanagement software? Do we even have practicemanagement software? How do we bill our clients? Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors.
Our practicemanagement and technology experts have some tips. Blackford (@SheilaBlackford) has been a PracticeManagement Attorney for the Oregon State Bar Professional Liability Fund since 2005. And don’t use dusty law books as your background. It’s OK if it doesn’t quite look like a newscast or other TV show.
Download free guide 4. Content developed with generative AI should always be considered a rough draft and should be carefully reviewed for accuracy by a subject matter expert prior to use or distribution.
It will incorporate extensive practicemanagement materials from the over 3,000 page Immigration Law Practice and Procedures Manual — also known as the “Cookbook” — written by Siskind Susser partners Greg Siskind and Ari Sauer and published by the American Immigration Lawyers Association. Visalaw.Ai
Of course, if you want to enhance your legal practice as soon as possible, Clio Duo is a secure, AI-powered solution built into Clio Manage that works seamlessly inside of case management workflows. Book your demo today. For example, law firms can benefit from automation in the following key areas: 1.
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 How do you make your firm the go-to choice for clients? The answer lies in your law firm branding. Schedule a demo and make your firm the go-to choicetoday.
Legal practicemanagement company Clio last week said that Clio Grow , its clientintake and client relationship management product, previously available only to customers in the United States and Canada, is now available in Europe, the Middle East and Africa. Clio Grow is growing its global market.
It can be seamlessly introduced into your existing Clio Manage workflowsmaking it easier to harness the power of AI to transform the way your firm works. Learn more and book a demo today. Book a demo today! Book a Clio demo If your firm is ready to adopt AI, check out our AI solution, Clio Duo.
A clientintake 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. PracticeManagement Software. Clio augments this process with a robust infrastructure for clientintake reporting.
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 clientintake to invoice creation.
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 an exciting venture that offers the promise of professional independence and the opportunity to shape a legal practice around your values.
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 clientsbook initial meetings right away onlinewithout having to reach out by phone or email.
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 practicemanagement software with built-in digital advertising. What is Clio Grow? ”
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.
They may also have trouble finding qualified personnel to help with practicemanagement 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.
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 Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
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.
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 Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
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.
Clio Duo , Clios cutting-edge AI solution, is built within Clio Manages case management platform seamlessly transforming the way your firm works, accelerating your case and client work, and more. Book a demo today. Level 3: Your firm is fully cloud-based with a central legal practicemanagement solution for all firm data.
Use Clio Grow to tackle your firm’s website, clientintake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Integration with legal practicemanagement systems. Book your Clio demo today to discover what it can do for your firm!
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 digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous.
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 practicemanagement software. This results in a partnership that resonates with your clients and honors your ethical commitments.
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.
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 practicemanagement software with built-in digital advertising. What is Clio Grow?
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.
Catherine Sanders Reach (@catherinereach) is Director of the Center for PracticeManagement 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?
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.
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 clientintake process, smoothing out communications so you can offer a great client experience from the jump.
Clientintake. Automated legal clientintake 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.
Not only do industry-agnostic CRMs lack the customizations needed by law firms, but they often don't integrate with critical tools like law practicemanagement 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
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.
I use GoodNotes to do everything from jotting down notes during clientintakes 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.
Draft clientintake 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.
Are you ready to start a law firm and need a legal software solution that can assist with case management, billing, clientintake, 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!
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content