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Client Intake Form

Lawmatics

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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6 Ways to Automate Your Criminal Defense Practice

Rocket Matter

Criminal defense is one of the most challenging practice areas to specialize in. Friends, family, and even strangers have misconceptions about the work you do and may assume that you side with criminals. Your clients are often emotional, and you can’t blame them. Build a Better Client Intake System.

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Local Q&A: I’m a criminal defense lawyer in Tallahassee, FL. How do I find new clients?

Martindale-Avvo

As a criminal defense lawyer in Tallahassee, FL, there are several strategies you can use to find new clients: Referrals from existing clients : Word-of-mouth is a powerful marketing tool, especially in the legal profession. The post Local Q&A: I’m a criminal defense lawyer in Tallahassee, FL.

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How Personalized Automated Workflows Boost Law Firm Productivity

Centerbase

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

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Lawmatics Becomes First CRM Product to Integrate with the MyCase Practice Management Platform

LawSites

In an integration between two law practice products, Lawmatics , the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase , the law practice management platform that Spiegel originally founded in 2009 and left in 2015. Spiegel had been a criminal defense lawyer when, in 2009, he founded MyCase.

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How Do I Create an Intake Form?

Lawmatics

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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Intake Process Template

Lawmatics

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.