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. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

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Practice management Software Client Intake Time-tracking 98

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.

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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

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. Step 2: Fix your processes first, then layer in AI AI is only as effective as the systems its built on.

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Time-tracking Client Intake Law Law 52

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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Client Intake Criminal Defense Estate planning Compliance 40

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

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

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?

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Software Client Intake Document management Billing software 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. that makes investments of $5 to $15 million in early growth stage B2B software companies.

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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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Client Intake Case management Attorney Law firm 40

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. Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients.

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NSLT

MARCH 24, 2017

Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM. 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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Client Intake Software Case management Law firm 40

NSLT

MARCH 24, 2017

Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM. 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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Client Intake Software Case management Law firm 40

LawSites

APRIL 20, 2022

The law practice management company Paradigm has acquired LollyLaw , a cloud-based, all-in-one practice management platform designed for immigration law firms. Its cofounders, brothers John Levesque and Todd Levesque , are both joining Paradigm as co-general managers of LollyLaw. So our software helps facilitate that.”.

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Practice management Case management Software Immigration lawyer 52

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.

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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

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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

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

Attorney at Work

SEPTEMBER 15, 2022

Instead, in the past decade, the popularity of legal project management has grown exponentially. Offering a legal service is, of course, quite different from developing a new disinfectant, or building a software application or a material object. A client intake staff member can create a new board for each potential client.

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Attorney Client Intake Time-tracking Practice management 109

Rocket Matter

FEBRUARY 25, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Provide regular training that helps your team members stay up-to-date with new software and cybersecurity best practices. What Is Legal Digital Transformation ?

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Law firm Law Law Legal CRM 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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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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Centerbase

AUGUST 7, 2024

If your firm isn’t using an all-in-one legal practice management software to streamline firm and client operations, you’re missing out on the highest level of efficiency and competitive advantages to set your firm apart. The cost of not having such software is too great to not act. An investment or a cost?

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Practice management Software Attorney Time-tracking 52

Rocket Matter

FEBRUARY 20, 2025

Without the right systems in place, law firms risk losing potential clients due to slow follow-up, disorganized intake, and inefficient case management. Maximizing billable time: Focus on clients while Rocket Matter handles time tracking and billing. Schedule your personalized demo with us now.

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Law firm Injury Lawyer Time-tracking Accident Lawyer 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

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

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

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

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

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

Rocket Matter

FEBRUARY 18, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. You can maximize the productivity and impact of a small team by empowering them with high-performing legal practice management software like Rocket Matter.

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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. Let’s look at some frequently asked questions about legal software: What are the Types of Legal Software?

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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. Industry-leading law practice management software is different.

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Law firm Software Time-tracking Law 52

Clio

FEBRUARY 2, 2023

The answer is surprisingly simple: legal matter management software. Legal matter management systems allow lawyers to store documents in one location, organized according to their cases, and access them wherever, whenever. Let’s now dig into the specific benefits legal matter management software provides.

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Software Time-tracking Client Intake e-filing 52

Clio

MARCH 8, 2024

Time is a lawyer’s most valuable resource, so investing dollars into software puts more time back in your day, opening up opportunities to spend that time on billable work or broader improvement projects for your firm. Does only one person truly know and understand your current software system? How easy is your current process?

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Legal software Legal software Software Client Intake 52

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. What Does Legal Software Do? Streamline intake.

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