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? Compliance.

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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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Client Intake Software Law firm Data protection 40

Clio

APRIL 28, 2025

See how our AI tool, Clio Duo, works within Clio Manage to extend your work without overextending you Book a Clio Duo demo. 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.

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Immigration lawyer Lawyer Time-tracking Law 52

Clio

APRIL 15, 2025

Book a demo ! 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. And if youre looking to automate client intake, we also have an ROI calculator for Clio Grow. Book a Clio demo

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Time-tracking Client Intake Software Law firm 52

Clio

MARCH 17, 2025

Learn more and book a demo today. Concerns about compliance, ethics, and costs: Like Skeptics, Explorers worry about navigating compliance and ethical considerations with AI. Strengthen AI governance policies to ensure compliance: Establish clear guidelines for AI usage through a comprehensive law firm AI policy.

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Law firm Legal AI Time-tracking Law 52

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. About LollyLaw.

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Case management Client Intake Time-tracking Attorney 96

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

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 59

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

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). Book a demo today! Book a Clio demo Clear simple language. Squarespace. Modern, low-cost templates with an easy-to-use interface.

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Immigration lawyer Lawyer Law firm Analytics 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

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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Law firm Time-tracking Law Law 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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Clio

MARCH 19, 2025

You can organize to-do lists, track individual tasks, and manage team-wide workflows from a single app Schedule a demo ! Task delegation strategies for law firms add another variable to consider: Certain tasks require oversight from lawyers for both ethical and compliance reasons. Book a Clio demo

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Law firm Law Law Time-tracking 52

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. This results in a partnership that resonates with your clients and honors your ethical commitments.

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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. Schedule a Clio demo to see how Clio can help a new firm owner be successful.

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Law firm Lawyer Law Law 110

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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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

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. See the difference that automation can make for your practice by scheduling a free demo today.

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Law firm Time-tracking Law Law 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

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. See the difference that automation can make for your practice by scheduling a free demo today.

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Law firm Time-tracking Law Law 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. Book your Clio demo today to discover what it can do for your firm! Looking to boost your firm’s online presence? Can I start with a basic website and upgrade later?

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Attorney Law firm e-records Client Intake 102

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. Sign up for a product demo today.

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Legal tech Legal tech Client Intake Time-tracking 52

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

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. .

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Law firm Time-tracking Law Law 86

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. Lack of integration. When you use many separate online payment processors, they don’t “talk” to each other, leading you to have to manually track down and add up invoices and payments.

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Time-tracking Legal CRM Practice management Law firm 92

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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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. Schedule a demo today! Reduced back-and-forth communication over invoice details helps ensure that payments are processed promptly, improving cash flow for the firm.

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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. Request a demo today.

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Legal software Legal software Software Time-tracking 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.

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Lawyer Client Intake Time-tracking Document automation 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.

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Client Intake Law firm Time-tracking Legal CRM 72

Rocket Matter

JULY 24, 2023

This makes it an excellent tool for the client intake process, marketing, and general client communications. Drafting client intake document templates ChatGPT may not be reliable for generating sound legal documents, but it is a fantastic way to create document templates for future use.

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Client Intake Law Law Intellectual Property 52

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.

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Legal technology Legal technology Client Intake Legal research 59

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. Book a demo to see how Clio Grow can work for your firm. This allows attorneys to focus on core legal work.

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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.

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

NOVEMBER 13, 2023

Client convenience tools : Your site will benefit from essential tools like contact forms, payment links, and client intake forms—even ChatGPT integration and automations. Law firm CRM to help you take control of marketing and client intake, making it a perfect complement to web services. Make the smart play.

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