Lawmatics

APRIL 30, 2024

Legal client intake forms are critical for an efficient client onboarding process. Firms traditionally created their intake forms manually, legal client intake automation improves efficiency, reduces time spent on administrative tasks, and enhances the client experience.

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Clio

JANUARY 8, 2025

Blogging is still one of the most powerful tools for building your law firms online presence, especially if youre just starting out. In todays digital landscape, a well-executed blog is essential for attracting potential clients. Schedule a demo today to see how easy it is to build your perfect law firm website.

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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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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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Rocket Matter

SEPTEMBER 24, 2024

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. Get free e-book Efficient billing is crucial for the smooth operation and profitability of any law firm. What is LEDES Billing?

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Centerbase

APRIL 14, 2023

For many law firms, the “client experience” is simply about results: if lawyers win a case or close a deal, they consider that a positive experience. Resolving a problem is offering good client service. Meeting basic client expectations for good service won’t be enough to stand out to new clients among your competitors.

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Legal Tech Monitor

JUNE 16, 2023

Earlier this month, the American Bar Association issued a formal opinion that provides guidance on a lawyer’s ethical obligations when delegating client intake tasks to nonlawyer assistants. How should lawyers be involved in the client intake process? Kathryne: Rule 5.4 prohibits lawyers from sharing fees with nonlawyers.

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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? Assess merit.

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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. What’s more, it could even be a compliance violation. The attorneys at your law firm work a lot of hours every week.

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Rocket Matter

OCTOBER 23, 2024

Law firm growth happens when you bring in new business and nurture your current client base. However, the daily demands of legal work can often leave little time for maintaining the interactions that generate leads and sustain long-term client relationships.

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Rocket Matter

DECEMBER 16, 2024

On your quest for the right payment processor, look for features that streamline and support the way law firms operate. Download free guide Why a year-end review matters for your law firm Your financial health checks go beyond tallying income and expenses. Have there been any changes in applicable requirements?

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Legal Tech Blog

OCTOBER 10, 2023

Clio , calling itself the world’s leading provider of cloud-based legal technology, has announced a new end-to-end solution designed for law firms with personal injury practices. They require secure, compliant software to store and process personal health information in compliance with HIPAA regulations.

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Clio

JULY 16, 2024

Law school prepares lawyers for many challenges, but managing a law firm’s finances is not typically one of them. Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum.

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Rocket Matter

FEBRUARY 22, 2023

If you’re running a law firm, the word “busy” might be an understatement when describing your workload. You’re responsible for managing legal professionals, organizing meetings, planning projects, and seeing them through to completion.

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Clio

FEBRUARY 12, 2025

Todays legal landscape is fast-paced, which is why law firms are increasingly turning to virtual receptionists to enhance their efficiency and client service. As a cost-effective, flexible, and scalable solution, virtual receptionist services can be an invaluable asset to law firms looking to streamline their processes.

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Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

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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. 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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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. Its a lifesaver for law firms or teams dealing with tons of paperwork. This means they can take on more cases, handle more contracts, or spend more time coming up with strategies for clients.

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Rocket Matter

DECEMBER 10, 2024

In an industry of precision, trust, and consistency, law firms need to plan strategically to achieve sustainable growth. The legal landscape is changing fast, and law firms are under pressure to become more efficient, deliver better client service, and be more adaptable to stay competitive.

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Rocket Matter

NOVEMBER 13, 2023

So, what's a busy law firm to do? Join us as we unlock the secrets to efficiency, free up your time for the important stuff (like actually practicing law), and introduce you to a web service that's so tailored for law firms it practically passed the bar exam. So, grab your favorite legal pad, and let's dive in.

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Clio

SEPTEMBER 9, 2024

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? A breakdown of attorney website costs Before designing your website , you’ll want to make sure it fits within your law firm’s budget.

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Rocket Matter

OCTOBER 3, 2023

Automatic time tracking improves your firm’s profitability. However, anything longer than that and you may be short-changing your clients, who expect the time they are paying for to be used wisely. Measuring time in increments longer than 6 minutes could also risk compliance violations since rule 1.5

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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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Law Technology Today

SEPTEMBER 1, 2023

Interestingly, their desires go beyond mere alternative payment methods—70% of clients are keen on flexible payment plans as well. Law firms can fulfill these demands with the right legal practice management software. Protecting client data is non-negotiable, and PCI compliance is key.

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Rocket Matter

OCTOBER 12, 2023

Not only that, but the common online payment processors are not compliant with ABA and IOLTA guidelines, which is make-or-break for a law firm. The point is, when it comes to payment processors for law firms like yours, not all payment processors are created equal. Start accepting payments online! Non-compliance.

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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.

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Rocket Matter

JANUARY 17, 2023

The day-to-day operations of your law firm can be disrupted, including your quality of service. . The importance of timely payments for law firms . Timely payments aren’t the most glamorous topic, but they’re mission-critical to your law firm’s consistent cash flow and long-term financial stability.

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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. Time tracking and billing.

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Rocket Matter

JULY 18, 2023

Forty years ago, law firms could buy an ad in the Yellow Pages (remember those giant tomes?) These days, the number one way for prospective clients to find your law firm is through an online search (and probably on a mobile device). and the calls would come rolling in.

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Clio

AUGUST 28, 2024

Check out our free webinar: Watch How Law Firms Use Clio. Emerging areas of law driven by technology As technology advances, the need for legal laws and regulations to keep people safe will also continue to grow. The Department of Energy regulates federal energy laws, which can change quickly. Eager to learn more?

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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. Legal marketing.

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Lawmatics

DECEMBER 7, 2023

Here are some common types: Practice management software: Helps law firms manage cases, clients, documents, appointments, and billing in a centralized system. Legal accounting software: Specifically designed for accounting and financial management within law firms to ensure compliance with accounting regulations.

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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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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. Yet, many law firms hesitate to adopt legal practice management software that could solve their efficiency woes, underestimating the cost of doing nothing.

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Lawmatics

OCTOBER 12, 2023

In a competitive market, law firms require robust legal software to streamline their marketing and client intake processes. However, when running a busy practice, writing compelling marketing copy from scratch can’t (and shouldn’t) be a firm’s top priority. How Can AI Amplify Efficiency in the Legal Industry?

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Rocket Matter

DECEMBER 26, 2023

But when used responsibly, AI has the power to transform workflows in any type of business, especially law firms that want to maximize their productivity and billable hours. Document automation Accurate documents are critical to client case matters. Yes, it provides amazing tools to help you work faster and grow your firm.

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Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

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