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.

Client Intake 52

Client Intake Software Law firm Data protection 52

Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. Some AI tools may train on the data inputted into them, which can create privacy risks.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Clio

MAY 12, 2025

Later, well show you how to build the ideal tech stack for your estate planning practice. Practice management software With heightened emotions and potential friction points between family members, youll want your focus to be on guiding your estate planning clients through the entire process, and putting them at ease.

Estate planning 52

Estate planning Attorney e-filing Document automation 52

Centerbase

MARCH 31, 2025

Compliance and Security Law firms have a huge responsibility to handle client data with care that obliges them to adhere to strict ethical rules, maintain confidentiality, and ensure compliance with various data protection laws.

Law firm 52

Law firm Time-tracking Law Law 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.

Software 52

Software Client Intake Document management Billing software 52

Rocket Matter

DECEMBER 17, 2024

Our platform is specifically designed to support legal practices and is equipped with the latest security features that prioritize data protection and compliance. Measure Everything and Pivot Youll need to establish key performance indicators (KPIs) to gauge the efficacy of your new tools and practices.

Law firm 52

Law firm Law Law Legal CRM 52