Attorney at Work

SEPTEMBER 15, 2022

Trello is another popular Kanban-style tool that, like Asana, stores information in the cloud. 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.

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Attorney Client Intake Time-tracking Practice management 104

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. These forms can be tailored to gather specific information relevant to different types of legal cases.

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Software Client Intake Document management Billing software 52

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.

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Practice management Case management Software Immigration lawyer 52

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.

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Rocket Matter

NOVEMBER 25, 2024

AI does the time-consuming tasks like document verification, research, and case management. For example, studies show AI can reduce research time by up to 60% and give lawyers more time to focus on strategy and client interaction. You can access case information, communicate with clients, and track time from anywhere.

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Legal technology Legal technology Lawyer Time-tracking 97

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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Client Intake Criminal Defense Case management Software 40

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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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.

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Lawmatics

FEBRUARY 13, 2024

Social media: Lawyers now utilize social media platforms for professional networking, marketing, and staying informed about legal developments. Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. Legal professionals deal with vast amounts of information, documents, and data.

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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?

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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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Legal tech Legal tech Client Intake 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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Criminal Defense Client Intake Document automation Time-tracking 52

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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Legal CRM Law firm Client Intake Law 52

Clio

DECEMBER 4, 2024

For example, linking “ legal billing software overview ” to a detailed page about legal billing software ensures that users find exactly the information they need, creating a more seamless experience. Examples of anchor texts Descriptive anchor text: “Learn more about case management software for law firms.

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Lawyer Time-tracking Client Intake Law firm 77

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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Law firm Time-tracking Law Law 59

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

Clio

NOVEMBER 19, 2024

Book a demo of Clio’s legal software today to discover how you can simplify case management, track client communications, and keep every detail organized, all in one place. Keyword research Both SEO and SEM rely heavily on keyword research to understand what potential personal injury clients are searching for.

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Attorney at Work

JANUARY 18, 2022

Other legal technology tools can help lawyers handle billing, time-tracking and case management. For example, rather than plod through a manual client intake process, automated intake workflows can be used to engage potential clients and keep track of existing clients.

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LawSites

APRIL 6, 2022

“Lawcus is a modern user-friendly all-in-one legal software with practice management, client intake, billing, case management, trust accounting, a built-in CRM and advanced complex automation capabilities designed to manage and grow successful law firms of any size.” ” NextChapter BK.

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Legal technology Legal technology Client Intake Bankruptcy 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. With the high degree of sensitive client information you handle, a data breach can be costly and damage your firm’s reputation.

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Practice management Software Attorney Time-tracking 52

Legal Tech Monitor

APRIL 1, 2023

For client intake, your written procedures might cover how to have a meeting with the client and how best to get information from them. For the firm’s case management, SOPs might tell people what to do when opening a new matter. Examples of SOPs for different areas of law practice.

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Lawyer Client Intake Time-tracking Document management 59

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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Client Intake Time-tracking Law Law 52

LawSites

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Clio has updated its mobile app with new functionality in case management, document uploading, and billing. Here is a round-up of those updates.

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Practice management Client Intake Document automation Law firm 69

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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Legal software Legal software Software 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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Case management Law firm Client Intake Lawyer 59

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

Centerbase

OCTOBER 19, 2023

That’s why so many firms have turned away from manual processes toward law firm management software. But not all legal practice management software platforms are created equal. Industry-leading law practice management software is different. No more clicking tabs to piece matters together.

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Law firm Software Time-tracking Practice management 52

Clio

FEBRUARY 2, 2023

Let’s now dig into the specific benefits legal matter management software provides. Access to the information you need Centralization makes life simple—and simplicity fuels productivity. With legal matter management software, lawyers can access all case details from a central portal.

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Software Time-tracking Client Intake e-filing 52

Clio

JULY 16, 2024

Filing taxes Each year, law firm accountants dedicate significant time to preparing a firm’s tax filings, from gathering documents to compiling reports and financial information. 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.

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CaseFox

JUNE 29, 2023

We will also provide you with information about how to prepare legal motions and tools to write legal motions. Gather Evidence In this step, you will have to gather all the information and evidence that supports your legal motion. Attach all the information that you gather to support your argument.

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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.

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LawSites

JANUARY 25, 2022

Not only is it a full-featured, practice management software platform, but it also offers an array of the essential services a law firm needs — services that tightly integrate with the platform but which can also be purchased à la carte. Information Technology (IT). Recruiting.

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Practice management Paralegal Client Intake Legal marketplace 59

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. Financial plan.

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Lawmatics

JUNE 8, 2023

Many case management systems and CRMs integrate with tools like email, calendar, or document management systems. 1 From Friction to Flow: Automating Your Law Firm's Client Intake Process You understand how important it is to provide personalized and efficient services to your clients.

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Estate planning Time-tracking Lawyer Client Intake 52

Percipient

JANUARY 20, 2025

For instance, machine learning can predict litigation risks based on similar cases, identify trends that might impact a client, or flag unusual clauses in contracts that might need extra attention. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs.

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Legal tech Legal tech Machine learning e-discovery 52

Rocket Matter

DECEMBER 10, 2024

By digging into client data, you can identify trends in case types, win rates, and client demographics. Use this information to tailor your marketing messages or shift resources to attract clients your competitors are missing. Running a legal practice is definitely one of those things.

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Law firm Legal CRM Time-tracking Law 52

Rocket Matter

SEPTEMBER 1, 2024

Here are several ways in which automation increases productivity in a law firm: Assembles information in one location, reducing the need to search for the same information in multiple locations. Creates a better client experience when they interact with automated processes. Eliminates the chances of human error. LawToolBox.

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Law firm Time-tracking Law Law 52