Clio

MARCH 25, 2025

In the legal world, time is a finite and ever-dwindling resource. Juggling multiple cases, staying on top of paperwork, handling countless administrative tasks, and managing client relations all eat into your time. If youre not sure of the actual time a task typically takes, give it your best guess.

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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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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. By implementing a structured system, firms can maximize efficiency while setting the stage for AI to save firms more time.

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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? Short on time? Book a demo today to see how it works. The best part?

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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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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.”

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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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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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Lawmatics

NOVEMBER 26, 2024

From automated conflict checking to ROI tracking and targeted marketing campaigns, these tools aren’t bells and whistles; they’re the difference between coasting and cruising at full throttle. 31:31 — Tracking return on investment (ROI) Devon highlights the ROI tracker, a powerful tool that turns your data into actionable insights.

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Rocket Matter

FEBRUARY 20, 2025

This can lead to: Setting daily budgets too high Targeting broad, expensive keywords instead of more affordable, high-intent searches Failing to track conversions properly, leading to wasted ad spend To avoid these problems, focus on ROI rather than clicks. Remember: clicks are less important than conversions.

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Attorney at Work

SEPTEMBER 15, 2022

McElroy at Procter & Gamble circulated a memo that envisioned an employee who would be responsible for every facet of brand development — everything from tracking sales to advertising, promotion and product development. A client intake staff member can create a new board for each potential client. In 1931, Neil H.

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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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Rocket Matter

FEBRUARY 25, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. What Is Legal Digital Transformation ?

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Clio

MARCH 17, 2025

Firms that fall on this point in the adoption curve often rely on on-premise or outdated tools for their legal workthink local storage, manual time tracking, and spreadsheets. This results in longer working hours, higher administrative costs, and lower utilization rates, as less time is spent on billable work.

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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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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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Attorney at Work

JANUARY 27, 2022

When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. Case management is perhaps the largest legal tech category. Let’s dive in! Website: govdocs.com.

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Clio

SEPTEMBER 3, 2024

Legal billing software streamlines many essential billing tasks for law firms—like tracking billable hours and expenses, creating invoices, and managing payment collections. Legal billing software helps law firms manage the multi-faceted process of billing legal clients more effectively and efficiently.

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Rocket Matter

FEBRUARY 18, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. You need to accurately capture billable hours to prevent revenue loss.

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Rocket Matter

DECEMBER 17, 2024

By analyzing data on client cases, billing practices, and intake procedures, you can identify potential bottlenecks that may be hindering your firms long-term growth. Prioritize Client-Centric Innovation One of the biggest challenges for many law firms is identifying what to innovate first.

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Attorney at Work

JANUARY 18, 2022

First, now is the time for rural practices to embrace automation. Second, specialized skills and expertise in legal technology, marketing and practice management services are now available to even the smallest and most remote practices, often eliminating the need to find local talent or invest in full-time help.

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Rocket Matter

JULY 25, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Running a thriving practice requires a strong foundation in law firm management.

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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. Current and potential clients can book an appointment with legal calendaring software.

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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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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. Other times I’ll just tell my iPhone “Hey Siri, 21 minutes” or I’ll tap the timer on my Apple Watch. Time to enhance your productivity. Lack of real-time collaboration.

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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 such a system, you can track every dollar in and out of your law firm. Client Dissatisfaction Efficient case management is key to client satisfaction.

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Clio

MAY 24, 2024

In this guide, we will explore the essentials of effective law firm management—including some of the most impactful business-specific elements of law office management that firm leaders can focus on. Additionally, law firms must manage the above challenges while also ensuring they stay in line with regulatory and ethical standards.

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Lawmatics

FEBRUARY 13, 2024

Here are some common types of software used by lawyers today: Client intake software: Legal client intake software streamlines the process of attracting leads, following up with them, engaging them, setting up a consultation, and ultimately securing and onboarding them as paying clients.

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Rocket Matter

SEPTEMBER 14, 2022

Your clients are often emotional, and you can’t blame them. They’re going through incredibly difficult times, whether or not they’re innocent. Due to the high demands of criminal defense, you need to spend the majority of your time focusing on your clients to provide the best care and arguments in court.

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Rocket Matter

APRIL 4, 2023

But it’s one thing to know how and why you want to prioritize your clients, and another to find time in the day to actually make it happen. Lean management is about finding ways to make redundant processes more efficient , so you can build a more productive team. But how does that happen? Who does this job?

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Clio

FEBRUARY 2, 2023

So, how can lawyers stay organized at all times? 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. So, where does the rest of their time go?

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Rocket Matter

APRIL 25, 2023

Administrative tasks—such as communicating with clients, sharing documents, and collecting payments—are critical to running a successful practice, but they can also be repetitive and time-consuming. But with automation, you can turn the situation into a win-win in record time. Legal billing. Document assembly.

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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

OCTOBER 19, 2023

Let’s face it: there isn’t enough time in the day for attorneys and staff to complete all the work that has to be done in a law firm. 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.

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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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Rocket Matter

JANUARY 10, 2023

While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. 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. Intake forms that impress .

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Legal Tech Monitor

APRIL 1, 2023

And they help save time and money, especially when training someone new. 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.

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