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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Attorney at Work

JANUARY 18, 2022

Advances in technology and access to legal staffing is helping rural lawyers improve workflows and operate more efficiently. How can rural attorneys consistently get on the same playing field as urban and suburban lawyers? Other legal technology tools can help lawyers handle billing, time-tracking and case management.

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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

DECEMBER 4, 2024

Link building for lawyers isn’t just an SEO strategy—it’s the foundation of a solid online presence for modern law firms. This integration helps law firms attract highly-qualified leads by appearing when clients in their area search for the legal services they offer. Why should lawyers care?

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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. Spiegel had been a criminal defense lawyer when, in 2009, he founded MyCase.

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Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. Catherine Tang (@attorneycat) is a business and trademark lawyer licensed in California and Wisconsin. Related reading: “ Lawyer Tech Tips: Collaboration Tools.”).

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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.

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Attorney at Work

SEPTEMBER 15, 2022

Project management tools can help lawyers with ongoing, chaotic, unpredictable workflows. Litigators rarely receive formal training in project management, but this does not mean they do not do project management. Project Management Tools. Nicole Clark points to nine applications to consider for the task.

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Clio

NOVEMBER 19, 2024

This guide explores essential SEO strategies for personal injury lawyers, from targeting the right personal injury keywords to optimizing for local search. 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.

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NSLT

MARCH 24, 2017

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

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NSLT

MARCH 24, 2017

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

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Lawmatics

FEBRUARY 13, 2024

After all, from the onset of technology in the workplace to the popularity of the internet, social media, legal software, and working remotely, lawyers have always adjusted to new technologies to remain relevant. How has technology changed being a lawyer in the last 15 years? What software do lawyers use today?

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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.

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LawSites

APRIL 20, 2022

“With LollyLaw, we can now offer immigration attorneys a single intuitive platform to streamline the major functions of their firm and manage the cumbersome, but ultimately rewarding, immigration process from start to finish.” Immigration-specific workflows to automate case lifecycles.

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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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Legal Tech Monitor

APRIL 1, 2023

As a lawyer, you want to help clients. This post explains how SOPs can help you become a better lawyer. For client intake, your written procedures might cover how to have a meeting with the client and how best to get information from them. One way to do this is with Standard Operating Procedures (SOPs).

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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. Matt Spiegel , cofounder and CEO, said Lawmatics aims to change the way lawyers drive business.

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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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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.

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CaseFox

JUNE 15, 2023

For lawyers and law firms, effective client communication can make or break their reputation. Law firm client communication can give your clients an idea of what it is like to work with your firm. Whether you are having an in-person meeting with your client or communicating through email or phone calls.

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Legodesk

JANUARY 18, 2022

As a lawyer, your role is to give advice, explain your client’s rights, and then represent them in court, ensuring that their cases have the best possible outcome. Read Also – Key Benefits of Legal Case Management System 3. Doesn’t it seem to be simple and clear?

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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

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. Case management. But it must be the right legal tech.

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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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Lawmatics

JUNE 8, 2023

We will discuss the five administrative processes that all estate planning lawyers should automate, and the impact automation can have on your practice's efficiency, accuracy, and client experience. Many case management systems and CRMs integrate with tools like email, calendar, or document management systems.

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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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Rocket Matter

APRIL 25, 2023

If you’re like most lawyers at small or mid-sized firms, you spend a significant portion of your days feeling torn between the billable tasks that pay your salary and the administrative work that makes your billable hours possible. Get free guide How to Master Your Law Firm’s Time and Billing Lawyers have a heavy workload.

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Clio

JULY 16, 2024

Law school prepares lawyers for many challenges, but managing a law firm’s finances is not typically one of them. Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum.

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Clio

FEBRUARY 2, 2023

What skills do you think a lawyer needs to succeed? Staying organized is essential for lawyers. So, how can lawyers stay organized at all times? The answer is surprisingly simple: legal matter management software. Let’s now dig into the specific benefits legal matter management software provides. Of course.

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Clio

MARCH 8, 2024

Today, more than ever, law firms face increased pressure to adapt and modernize to stay competitive due to the amount of tools out there that are making it easier for lawyers to reach more clients. Client expectations are also increasing with technology making online payments, online meetings, etc.,

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Rocket Matter

AUGUST 22, 2024

Understanding the legal framework surrounding eSignatures is crucial for lawyers who want to integrate this technology into their practice without a hitch. Let’s discuss the legality of eSignatures, their enforceability, and how lawyers can leverage them effectively within their practice while maintaining compliance. Advanced Security.

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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. Tap-to-pay.

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Rocket Matter

NOVEMBER 3, 2022

Every lawyer needs a comprehensive, agile tech stack to run an efficient legal practice, but with legal tech advancing faster than ever before, it’s easy to get overwhelmed by all the options. (By Case management . However, winning a case only happens when the work behind the case is done correctly. .

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Clio

MAY 24, 2024

Additionally, law firms must manage the above challenges while also ensuring they stay in line with regulatory and ethical standards. For example, law firms must plan their marketing strategies in alignment with the rules for lawyer advertising in their jurisdiction.

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Clio

SEPTEMBER 25, 2024

Starting a law firm gives lawyers the unique opportunity to take control of their careers, allowing them to choose clients, focus on preferred legal areas, and run their practice the way they want. This option is perfect for lawyers stepping out on their own and needing something produced quickly. Book your Clio demo today!

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