Client Intake Contract management Download 
Rocket Matter
NOVEMBER 25, 2024
Download free guide 7. You can access case information, communicate with clients, and track time from anywhere. Contract Management Systems Contract management systems streamline entire contract lifecycles from their creation to their execution and eventual storage in one easily accessible location.
Rocket Matter
DECEMBER 17, 2024
Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Case management and document organization solutions can save time and reduce errors. Rocket Matter offers legal billing and contract management tools that simplify the entire billing process.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Clio augments this process with a robust infrastructure for client intake reporting. DOWNLOAD THE GUIDE.
Bigfork Tech
JULY 23, 2024
Simplify Processes for Clients or Prospects An effective client intake form should streamline your sales process, not complicate it. Avoid overwhelming clients with too many questions. Download our free In-House Technology Checklist to see where your legal department measures.
Bigfork Tech
DECEMBER 13, 2022
Overwhelming clients or prospects. A good client intake form doesn’t introduce a lot of resistance to your sales process. You do not want to ask too many questions, so we suggest breaking up your intake form process. There’s no need for multiple apps and downloads when everything is in one place.
Expert insights. Personalized for you.
97 
Let's personalize your content