Rocket Matter

MARCH 11, 2025

Rocket Matter is designed specifically for legal professionals and has built-in safeguards to promote compliance. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Download free guide 6. If the process is bumpy, they may go elsewhere for the legal support they need.

Law firm 52

Law firm Time-tracking Client Intake Law 52

Clio

JANUARY 8, 2025

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. Schedule a demo today to see how easy it is to build your perfect law firm website.

Lawyer 95

Lawyer Client Intake Law firm Attorney 95

Centerbase

APRIL 14, 2023

What does an exceptional client experience look like that will help you reach new prospective clients during an economic slowdown? Make a great first impression on clients with a fast, efficient client intake process The client intake process is likely your firm’s first substantive communication with a new client.

Law firm 52

Law firm Compliance Client Intake Law 52

Rocket Matter

NOVEMBER 25, 2024

These systems ensure compliance and are designed to mitigate the risks that can come with contract management. Contract Management Systems Contract management systems streamline entire contract lifecycles from their creation to their execution and eventual storage in one easily accessible location.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Legal Tech Blog

OCTOBER 10, 2023

They require secure, compliant software to store and process personal health information in compliance with HIPAA regulations. Clio’s Personal Injury Add-On also offers intuitive workflows around medical record tracking and settlement disbursements, further simplifying work, optimizing operations and maximizing settlements for clients.

Law solutions 113

Law solutions Injury Lawyer Lawyer Time-tracking 113

Attorney at Work

JULY 21, 2022

From automating client intake, to collaborating on PDFs in real-time during the form filling process, LollyLaw helps streamline every aspect of your work. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

Case management 96

Case management Client Intake Time-tracking Attorney 96

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. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.

Software 52

Software Client Intake Document management Billing software 52

Rocket Matter

DECEMBER 16, 2024

Trust accounting is vital for regulatory compliance and client trust. Thoughtfully assess whether your trust accounting protocol follows best practices and that client funds are handled in a manner that aligns with requirements in applicable jurisdictions. Have there been any changes in applicable requirements?

Time-tracking 52

Time-tracking Billing software Law Law 52

Rocket Matter

OCTOBER 23, 2024

These specialized tools ensure your CRM works the way your firm operates, enhancing both productivity and compliance. Advanced automation : Automate everything from client intake to case updates. Scalability : Whether you’re a solo practitioner or a large firm, Rocket Matter scales effortlessly with your needs.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

Percipient

JANUARY 20, 2025

Its also super handy for spotting legal risks early, especially in compliance, so you can deal with issues before they get out of hand. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. How is AI being used in the legal profession?

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

Rocket Matter

DECEMBER 17, 2024

Prioritize Compliance and Security Innovation should never come at the expense of compliance and security. Make sure that your new technologies and workflows align with regulatory standards and maintain the confidentiality of client information. Each KPI is a metric that provides a piece of the puzzle.

Law firm 52

Law firm Law Law Legal CRM 52

LawSites

NOVEMBER 8, 2021

During his time at Clio, he has led the ground-up reengineering of Clio’s practice management software in 2017 and launched Clio’s integrated client intake and CRM platform in 2019.

e-records 98

e-records Client Intake Software Compliance 98

Rocket Matter

FEBRUARY 25, 2025

Strict Cybersecurity Compliance With more sophisticated cyber threats looming on the horizon and targeting law firms specifically, security has become a must that cannot be sidelined. Digital transformation in law firms allows for better cybersecurity measures, compliance, and data protection.

Law firm 52

Law firm Law Law Legal CRM 52

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.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

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.

Client Intake 40

Client Intake Criminal Defense Case management Software 40

Law Technology Today

SEPTEMBER 1, 2023

Maintaining IOLTA trust compliance and segregating earned and unearned funds are central to the best legal billing software. Protecting client data is non-negotiable, and PCI compliance is key. Ease of implementation is a linchpin when considering potential software providers.

Billing software 84

Billing software Software Time-tracking Client Intake 84

Lawyerist

MAY 16, 2024

This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.

Client Intake 67

Client Intake Law Law Time-tracking 67

Rocket Matter

FEBRUARY 22, 2023

For example, if you need additional transparency in processes during client intake, you can build out more detailed Kanban boards to support this. They support better processes Kanban boards help you discern which tasks consistently cause issues with your workflows or impact client work.

Law firm 52

Law firm Client Intake Time-tracking Law 52

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. Appointment scheduling. Sign up for a product demo today.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Clio

JULY 16, 2024

Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum. Accountants step in to fill this role, providing critical support in maintaining accurate records and helping to ensure compliance with jurisdictional regulations.

Law firm 52

Law firm Law Law Time-tracking 52

Rocket Matter

JANUARY 17, 2023

Plus, the effects of ongoing poor payment practices can make it difficult to invest much into your marketing, client intake process, or staff professional development. As a result, you may struggle to convince new clients to work with your firm. . And your clients aren’t the only ones who’ll notice if your cash flow suffers.

Client Intake 93

Client Intake Law firm Analytics Attorney 93

Lawmatics

NOVEMBER 7, 2023

Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI makes it easy for firms to create their own intake process and efficiently capture client information with client intake form templates. Regulatory compliance. Legal research. Data analytics.

Client Intake 59

Client Intake Due diligence Legal advice Analytics 59

Rocket Matter

OCTOBER 3, 2023

When a client reviews their invoice, they’ll know how their dollars are being spent. Here’s what not to write: “Phone call” Here’s what to write instead: “Client intake call” Do you need to track billable hours even if you charge flat rate/subscription/other alternative fee arrangements?

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Rocket Matter

FEBRUARY 18, 2025

Practice Management Software Investing in practice management software is crucial for efficiency and compliance. For example, Rocket Matter includes tools for task management, organization, time tracking, and client relationship management tools, all in a single user-friendly solution.

Law firm 52

Law firm e-filing Law Law 52

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.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Clio

SEPTEMBER 9, 2024

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. We’ll also share tips to help you get the most out of your investment, including cost-effective tools like Clio’s law firm website builder. Looking to boost your firm’s online presence?

Attorney 102

Attorney Law firm e-records Client Intake 102

Clio

AUGUST 28, 2024

This emerging area of law is broad and can require lawyers to act as advisors, compliance consultants, policy analysts, risk assessors, and plaintiffs in court. Most energy lawyers act as in-house counsel for corporations to help clients stay compliant with current energy laws and regulations.

Intellectual Property 98

Intellectual Property Mediator Lawyer Time-tracking 98

Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks. .

Law firm 86

Law firm Time-tracking Law Law 86

Lawmatics

DECEMBER 7, 2023

Legal accounting software: Specifically designed for accounting and financial management within law firms to ensure compliance with accounting regulations. Client relationship management (CRM) software: Helps law firms manage client interactions, track communications, and build better relationships.

Legal software 52

Legal software Legal software Software Time-tracking 52

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. This allows attorneys to focus on core legal work. They operate more like a call center for high-volume firms similar to Alert Communications.

Law firm 52

Law firm Client Intake Law Law 52

Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.

Client Intake 72

Client Intake Law firm Time-tracking Practice management 72

Rocket Matter

OCTOBER 12, 2023

Non-compliance. Saying goodbye to chasing down clients for payments. Another feature of a strong legal payment processor is mobile capability. When you use a legal payment processor alongside your practice management software, your clients can pay invoices directly from their phones. Lack of integration.

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

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.

Practice management 52

Practice management Software Attorney Time-tracking 52

Rocket Matter

SEPTEMBER 24, 2024

Improves Compliance and Transparency LEDES billing promotes greater transparency in legal billing by clearly detailing tasks, expenses, and time entries. Reduced back-and-forth communication over invoice details helps ensure that payments are processed promptly, improving cash flow for the firm.

Law firm 86

Law firm Law Law Billing software 86

Lawmatics

OCTOBER 12, 2023

In a competitive market, law firms require robust legal software to streamline their marketing and client intake processes. Legal Chatbots Chatbots on law firm websites can be used to gather initial information from potential clients, helping firms assess whether they can take on a case and reducing administrative tasks.

Legal technology 59

Legal technology Legal technology Client Intake Legal research 59

Rocket Matter

JANUARY 9, 2024

Here are six strategies to keep your time-tracking client-centered. 1. Use a time tracker to capture all your billable hours There are lots of reasons why time tracking is vital to your law firm: accurate billing, resource allocation, compliance with ethics guidelines, and increased revenue.

Time-tracking 52

Time-tracking Client Intake Law firm Legal CRM 52

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Bring document automation into 2024 with a practice management tool that integrates document automation with your client database.

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52