Client Intake Compliance Estate planning 
Clio
MAY 12, 2025
As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Learn more here! Increased efficiency.
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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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: Estates and trusts. Wealth Docx streamlines the creation of estate planning documents through guided questions, scenarios, and customization tools.
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.
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?
Clio
AUGUST 28, 2024
Elder law Elder law focuses on the needs of older adults, including but not limited to issues relating to retirement, long-term care planning, healthcare, guardianship, and financial and estate planning. Climate change has highlighted the need for urgent action on sustainable development and environmental protection.
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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