LawSites

OCTOBER 20, 2022

have entered into a collaboration agreement with the legal technology and publishing company Fastcase to develop what they say will be a state-of-the-art immigration case management and document automation platform. Siskind said that the case management system will be designed to match the systems in the book. Visalaw.Ai

Document automation 98

Document automation Case management Immigration lawyer Bankruptcy 98

LawSites

MAY 9, 2022

On this episode of the video series How It Works : LollyLaw , a cloud-based, all-in-one case management platform for immigration law firms. LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

Above the Law - Technology

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

Client Intake 323

Client Intake Document automation Practice management Case management 323

NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

Client Intake 40

Client Intake Software Case management Practice management 40

NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

Client Intake 40

Client Intake Software Case management Practice management 40

Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. What is Intake Software Used For? What is the Purpose of an Intake Software? What is the Most Popular Legal Software?

Software 52

Software Client Intake Document management Billing software 52

Lawmatics

AUGUST 13, 2024

When creating a legal client intake form, you should keep it concise, organize it logically, make it accessible to your leads, and ask questions that will generate the answers you need to decide whether to extend legal representation. The information gathered should be relevant to client needs and desired outcome.

Client Intake 40

Client Intake Criminal Defense Case management Software 40

LawSites

APRIL 20, 2022

The way it helps facilitate that is through features that include: Fully native, all-in-one case management features including intake, calendaring, time and billing, document management, a client portal and SMS messaging. Immigration-specific workflows to automate case lifecycles.

Practice management 52

Practice management Case management Software Immigration lawyer 52

Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

Client Intake 40

Client Intake Document automation Software Law firm 40

NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

FEBRUARY 21, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

FEBRUARY 21, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

MARCH 24, 2017

For lead tracking, law firms are still relying on case management software to do something it’s not built to do. 3 Benefits of a CRM for Lawyers CRMs are widely used by sales teams across every industry to track prospects and potential customers.

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

MARCH 24, 2017

For lead tracking, law firms are still relying on case management software to do something it’s not built to do. 3 Benefits of a CRM for Lawyers CRMs are widely used by sales teams across every industry to track prospects and potential customers.

Client Intake 40

Client Intake Software Case management Law firm 40

LawSites

NOVEMBER 10, 2022

In an integration between two law practice products, Lawmatics , the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase , the law practice management platform that Spiegel originally founded in 2009 and left in 2015. ” Learn more about Lawmatics at the LawNext Legal Technology Directory.

Practice management 98

Practice management Criminal defense lawyer Criminal Defense Client Intake 98

Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

Client Intake 57

Client Intake Law Law Attorney 57

LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries.

Practice management 98

Practice management Software Client Intake Time-tracking 98

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

Lawmatics

FEBRUARY 13, 2024

Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. The legal tech industry will continue to grow and develop innovative solutions—case management tools, communication platforms tailored for legal professionals, and more—to address various challenges in the legal field.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

CaseFox

JUNE 15, 2023

Building a strong relationship with your clients is crucial for retaining old clients and attracting new ones. In this blog, we will explore law firm client communication strategies, tools for effective communication, and client intake. Why Law Firm Client Communication Is Important?

Law firm 52

Law firm Client Intake Law Law 52

Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. Legal practice management software often includes secure data storage and encryption, ensuring client confidentiality and compliance with legal standards.

Practice management 52

Practice management Software Attorney Time-tracking 52

LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. “This allows law firms to save time, improve the client experience, and directly increase their revenue.”

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

Legal Tech Monitor

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

Client Intake 59

Client Intake Document automation Practice management Case management 59

LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

NSLT

JULY 3, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

JULY 3, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

MARCH 23, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

MARCH 23, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

Rocket Matter

JULY 25, 2024

Running a thriving practice requires a strong foundation in law firm management. However, without efficient case management, timely billing, and strong client relationships, their practice may struggle to reach its full potential. It involves several key areas, including: Case Management. Client Relations.

Law firm 52

Law firm Time-tracking Law Law 52

NSLT

NOVEMBER 4, 2019

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

NOVEMBER 4, 2019

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

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. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 109

Attorney Client Intake Time-tracking Practice management 109

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Stay in touch .

Legal CRM 52

Legal CRM Law firm Client Intake Law 52