Clio

APRIL 15, 2025

With Clio Manage you can track case progress visually, spot bottlenecks fast, and automate routine tasks as matters move through each stagesaving time every step of the way. Book a demo ! What is legal workflow management software? With Clios case management software, lawyers are saving an average of 8 hours per week.

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Lawmatics

JULY 9, 2024

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

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Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

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Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Risk management.

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Client Intake Compliance Law firm Legal advice 40

Clio

MARCH 25, 2025

Cloud-based case management software Cloud-based case management software makes it possible for lawyers and their teams to more easily manage cases, client engagements, and billing from anywhere, anytime. Clio Grow pairs with Manage, automating your client intake process.

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Clio

MARCH 7, 2025

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. Want to see how Clio Duo, working within Clio Manage, can set your firm up for AI-driven success?

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Time-tracking Client Intake Law Law 52

Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Address client needs.

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Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What information does the client intake form gather?

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Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Want an easier way to track and manage your leads? Book a demo today to see how it works. Ready to elevate your lead generation?

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Law firm Client Intake Immigration lawyer Time-tracking 52

Lawmatics

JANUARY 21, 2025

Transferring data from intake to case management systems is a time-sucking ordeal for most firms. This process pulls focus away from serving clients and generating revenue. With just a few clicks or a pre-set automation your client data hops seamlessly from Lawmatics to CARET Legal.

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Clio

APRIL 11, 2025

Heres how to design an effective immigration law firm website, including best practices, content ideas, and how your website can help generate more clients. Build a practice thats focused on your clients and growth, not administrative work. Add organization and ease with Clio’s i mmigration law case management software.

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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?

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Software Client Intake Document management Billing software 52

Clio

FEBRUARY 24, 2025

Want to explore the power of AI right from your case management platform? 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.

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Rocket Matter

FEBRUARY 20, 2025

How Rocket Matter supports Google Ads success Google Ads can drive leads, but converting them into paying clients takes more than clicks. Without the right systems in place, law firms risk losing potential clients due to slow follow-up, disorganized intake, and inefficient case management.

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Clio

MARCH 17, 2025

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. AI works best when its deeply embedded into case management and billing. Book a demo today! Book a Clio demo

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Law firm Legal AI Time-tracking Law 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.

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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.

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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.

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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.

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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.

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Law firm Client Intake Criminal Defense Time-tracking 52

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.

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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.

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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 .

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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.

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Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. Case management Case management can be unwieldy, but there are numerous ways automation can simplify your day-to-day work while keeping everyone on the same page.

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Lawmatics

DECEMBER 7, 2023

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. Time and billing software: Automatically tracks billable hours and expenses and generates client invoices.

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Centerbase

OCTOBER 19, 2023

Plus, using a single repository for the entire client lifecycle eliminates the redundant work of maintaining data across multiple tools. Customize workflows and automate tasks Advanced platforms enable law firms to automate repetitive tasks, such as document assembly for frequently used documents, client intake , and billing.

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Clio

FEBRUARY 12, 2025

Remote receptionistsprofessionals who are not employees of your law firm, but who take on reception dutieshandle everything from answering calls and scheduling appointments to client intake. Book a demo to see how Clio Grow can work for your firm. This allows attorneys to focus on core legal work.

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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! Book a demo with Clio today and let us show you the power it offers attorneys.

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Clio

FEBRUARY 2, 2023

Lawyers can even add case information from existing software. For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Legal workflow automation via centralized legal matter management software is the perfect solution.

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Clio

JULY 16, 2024

When going between bank statements, a case management system, and accounting software, this task can be daunting and make firms vulnerable to mistakes and errors. To best understand the profitability of your firm , you need to have visibility on all cases, client intake , payments, and eliminate non-billable work wherever possible.

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Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. Streamline intake. Document management. Let's get started!

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Clio

MAY 24, 2024

Similarly, when a firm increases its employee headcount, the business will need to account for more training and development needs and invest in technology and processes– such as a case management software tool –for streamlining handoff with more specialized roles.

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CaseFox

JUNE 21, 2023

Technology innovation in the legal world helps firms streamline operations and helps them offer the best service to clients. From case management to advanced tools that revolutionize law firm operations are part of law firm technology. Test the software or take a demo before committing to the one.

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Clio

MARCH 8, 2024

Are you using different tools for billing, case management, payments, document automation, reporting, calendaring, etc.? When using traditional methods, lawyers and firm staff may talk to the potential client over the phone or via email, often with a lot of back and forth. How comprehensive is your current product offering?

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Legal software Legal software Software Client Intake 52

Clio

SEPTEMBER 3, 2024

Backed by Clio’s industry-leading security features and protocols, Clio’s cloud-based billing software empowers firms to send bills securely electronically via a client portal and collect payments online through secure click-to-pay links. Make sure a potential software fits the budget, and look for any free trials or demos available.

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Rocket Matter

APRIL 4, 2023

This in turn lets you focus on your clients’ needs, rather than your firm’s liquidity. 4. Now that’s what we call lean.) Schedule a demo with Rocket Matter today and see the possibilities for yourself. It’s everything you need, all in one place.

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