Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. But they may lack the security and compliance features needed when working in a legal context.

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Time-tracking Client Intake Law 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.

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Lawyer Client Intake Law firm Attorney 95

Lawyerist

APRIL 11, 2025

PracticeMaster enhances the software’s case management capabilities, providing firms with the tools they need to manage case details effectively, critical things like matter facts, client intake, conflict checking, document management, and more.

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Time-tracking Electronic payment Practice management Software 52

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.

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Law firm Time-tracking 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.

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Legal technology Legal technology Lawyer Time-tracking 97

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.

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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.

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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.

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Case management Client Intake Time-tracking Attorney 96

Clio

APRIL 15, 2025

Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. Allows legal professionals to stay connected with their clients, cases, and colleagues even while on the go or when away from the office.

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Time-tracking Client Intake Software Law firm 52

Clio

APRIL 28, 2025

Compliance monitoring Immigration law is subject to frequent policy, regulation, and case law changes. offer real-time policy alerts for compliance, helping you save time and serve clients more efficiently. Prioritize ethics and compliance: Youre handling sensitive client dataso AI tools need to meet high standards.

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Immigration lawyer Lawyer Time-tracking Law 52

Centerbase

MARCH 31, 2025

Managing a law firm requires more than overseeing cases and delegating tasksit demands a strategic approach that balances client expectations, regulatory compliance, and operational efficiency. This includes financial management, client communication, human resources, compliance, marketing, and technology integration.

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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?

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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.

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Time-tracking Document management Legal CRM Practice management 52

Clio

MARCH 17, 2025

Concerns about compliance, ethics, and costs: Like Skeptics, Explorers worry about navigating compliance and ethical considerations with AI. The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research.

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Law firm Legal AI Time-tracking Law 52

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.

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Software Client Intake Document management Billing software 52

Rocket Matter

APRIL 30, 2025

Legal practice management platforms are already designed with built-in security and compliance features so legal teams can do their best work without worrying about putting sensitive information at risk. From client intake and document management to billing and case tracking, automation tools enhance how legal teams work.

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Law firm Time-tracking Law Law 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?

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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.

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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.

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e-records Client Intake Software Practice management 98

Clio

APRIL 11, 2025

In minutes, Clio Grow’s Online Intake Form onboards new clients into a secure system you can access from anywhere. Accessibility features (WCAG compliance). Clear simple language. Open source software designed for website content management with custom designs and free law firm website templates. Squarespace.

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Immigration lawyer Lawyer Law firm Software 52

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.

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Client Intake Law Law Time-tracking 72

Attorney at Work

JANUARY 27, 2022

Founded in 2016, FastVisa is newer to the scene and aims to streamline immigration and visa processes through client intake, case management, and workflow automation. Field of law: Employment. Headquarters: Eagan, Minn. Website: govdocs.com. Employment law is especially complex for businesses operating in multiple jurisdictions.

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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.

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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.

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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.

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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.

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Billing software Software Time-tracking Client Intake 84

Clio

SEPTEMBER 11, 2024

Practice management software, such as Clio Manage , can streamline your firm’s workflows, while Clio Grow can boost your client intake efforts. The ABS must have at least one Arizona-licensed attorney to act as its compliance lawyer. Who typically owns a law firm? Outside of a few exceptions, the general rule in the U.S.

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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.

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Law firm Client Intake Time-tracking Law 52

Clio

SEPTEMBER 3, 2024

Legal billing software helps law firms manage the multi-faceted process of billing legal clients more effectively and efficiently. Security features: Ensure the protection of client data and ensure compliance with industry rules and regulations. Compliance. It enriches a tech stack.

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Billing software Software Time-tracking Law firm 105

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.

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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.

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Clio

MARCH 19, 2025

Task delegation strategies for law firms add another variable to consider: Certain tasks require oversight from lawyers for both ethical and compliance reasons. Can every part of this task be achieved by one person without breaking your firms commitment to compliance and ethics? Will it need legal or ethical oversight?

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Law firm Law Law Time-tracking 52

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.

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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.

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Client Intake Law firm Analytics Attorney 93

Rocket Matter

MARCH 26, 2025

Beyond making your processes efficient, workflow automation keeps you from client payment delays and unfulfilled case deadlines, which is essential to maintaining compliance and a healthy cash flow.

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Law firm Time-tracking Law Law 52

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?

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Time-tracking Lawyer Due diligence Software 97

Rocket Matter

MARCH 26, 2025

Beyond making your processes efficient, workflow automation keeps you from client payment delays and unfulfilled case deadlines, which is essential to maintaining compliance and a healthy cash flow.

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Law firm Time-tracking Law Law 52