Remove Books Remove Client Intake Remove Time-tracking
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The Initial Legal Consultation: Lawyer-Client Intake Interview Questions

Clio

When it comes to initial interviews with potential clients, are you asking the right lawyer-client interview questions? Lawyers devote significant time , energy, and marketing money to nurturing leads and winning new clients. Pre-screen: Before you book the interview, have a set pre-screening process.

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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. Conduct a thoughtful pre-screening To avoid wasting time on clients who are not a good fit for your practice, conduct a thorough pre-screening process.

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Chatbots for Lawyers

Clio

In addition to being a client directory, chatbots can answer questions on their own, automate manual processes, book consultations, and more. Chatbots for lawyers are a time-saving automation tool that’s hosted on a law firm website and available 24/7. Also, law firm chatbots can retain information on returning clients.

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How to Set Lawyer Goals for Success in 2024

Clio

As we look forward to 2024, it’s the ideal time to think about what you want—and how you plan to achieve it—in the year to come. Based on an approach by Peter Drucker—who also coined “what gets measured gets managed”— SMART goals help lawyers with goal-setting to keep lawyers on track. Is it time-bound?

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Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water

Rocket Matter

While these technologies can’t—and shouldn’t—replace most of the very sensitive work legal staff do for their clients, ChatGPT can save your team much-needed time to maximize billable hours. Create email drafts Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time.

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7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Automating these tasks not only saves time, but also reduces human error.

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Project Management Tools for Attorneys

Attorney at Work

McElroy at Procter & Gamble circulated a memo that envisioned an employee who would be responsible for every facet of brand development — everything from tracking sales to advertising, promotion and product development. A client intake staff member can create a new board for each potential client. In 1931, Neil H.