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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Client Intake Criminal Defense Law firm Software 40

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. Running a legal practice is definitely one of those things. Running a legal practice is definitely one of those things. Download free guide 2.

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Client Intake Time-tracking Law Law 52

Rocket Matter

APRIL 11, 2023

Here are three ways to level up your client relationships at each stage of the game, without sacrificing billable hours. 1. Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition.

Legal CRM 52

Legal CRM Client Intake Time-tracking Practice management 52

Rocket Matter

OCTOBER 3, 2023

It’s any activity that’s part of what an attorney, or a paralegal, needs to do to complete the work you have been contracted to perform for a client. That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation.

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Time-tracking Lawyer Due diligence Software 97

Rocket Matter

DECEMBER 10, 2024

Running a legal practice is definitely one of those things. Automating follow-ups and keeping clients informed reduces the risk of misunderstandings or frustration. You can also use the platform to create custom online forms, which streamline the client intake process, reducing paperwork for both sides.

Law firm 52

Law firm Legal CRM Time-tracking Law 52

Rocket Matter

FEBRUARY 20, 2024

This technology centralizes and organizes your leads and all contact touch points throughout the client journey into one platform. It can further transform your client relationships through client intake and marketing automation , allowing you to focus on what you do best: practicing law. Download free guide 3.

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Time-tracking Legal CRM Client Intake Law firm 52

Legal Tech Monitor

MARCH 13, 2023

You can ask for a general definition or limit it to your jurisdiction’s interpretation. Draft client intake forms : Request that forms be created for specific types of cases, and modify the results to suit your needs. You’ll find that the response will be a great starting point for your research.

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Lawyer Client Intake Legal research Practice management 59

Rocket Matter

MARCH 28, 2023

Running a legal practice is definitely one of those things. Which clients require additional work, or which services take more time than they’re worth? Running a legal practice is definitely one of those things.

Law 52

Law Law Time-tracking Law firm 52

Dennis Kennedy

DECEMBER 14, 2023

From understanding the basic definitions of AI and its integration in the legal sector to diving deep into the duty of technology competence, this FAQ addresses many key issues. How might AI impact the client intake process? However, a human touch remains essential to understand client needs fully.

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Legal Tech Monitor

APRIL 5, 2023

If you have a CRM that stores client information like birthdays, you can automate a personalized greeting to send to a client on their special day. This email is different from the other holiday greetings because, by definition, you can’t send this email to your entire list at once. We have everything you need to get started.

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Law firm Bankruptcy Law Law 52

Rocket Matter

JANUARY 14, 2025

Regardless of whether your firm provides flat-rate estate trust services or specializes in criminal defense, LPM ensures it's handled correctly and efficiently from start to finish. So, how does it do that?

Time-tracking 52

Time-tracking Criminal Defense Law firm Software 52

Legal Tech Monitor

DECEMBER 14, 2023

From understanding the basic definitions of AI and its integration in the legal sector to diving deep into the duty of technology competence, this FAQ addresses many key issues. How might AI impact the client intake process? However, a human touch remains essential to understand client needs fully.

Lawyer 52

Lawyer Due diligence Client Intake Mediator 52

Clio

JULY 6, 2023

Switching to cloud-based legal practice management software (LPM) definitely saves you money (and, if used to its full extent, can help uncover opportunities to generate more revenue too). Cost Savings The easiest way to justify making a change at work is to implement something that either saves or generates money.

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Law firm Law Law Software 52

Rocket Matter

NOVEMBER 19, 2024

Download free guide Get Your Firm Rolling with Rocket Matter Putting up a law firm is definitely a big challenge, but with the right tools, you can learn how to start a law firm on the right foot. Rocket Matter has everything you need to simplify your operations and help your firm grow smoothly.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

FEBRUARY 16, 2023

With 6.78K subscribers, she's definitely doing something right. With Lawmatics customizable dashboard, you can boost your client intake and use video marketing to stand out from the competition. She launched her YouTube channel in 2020, and it's clear that she takes it seriously.and not so seriously.

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Attorney Estate planning Bankruptcy Criminal Defense 40

Lawmatics

MARCH 6, 2024

Given the unique challenges and opportunities in immigration law, it’s imperative to develop tailored marketing tactics that attract potential clients and foster long-lasting relationships. Maximizing referral potential Referral marketing is definitely one of the best and most crucial channels for client acquisition and your firm's growth.

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Time-tracking Law Law Immigration lawyer 40

3 Geeks and a Law Blog

JANUARY 31, 2024

So it’s definitely worth worth worth it worth the look. And yet again, the awards is, you know, something that if people aren’t familiar on that side of the pond, it’s definitely worth a look. Definitely make sure we put a link on for that. And I know Francis is growing it every year. And the other. Greg Lambert 12:13 Okay.

Legal tech 147

Legal tech Legal tech Legal technology Legal technology 147

3 Geeks and a Law Blog

OCTOBER 23, 2023

So I, you know, I don’t think you necessarily see that in every community, especially in legal but but it definitely helps us Marlene Gebauer 8:38 True, true. Dorna Moini 18:44 Yeah, definitely. Just did that today, reached out on a podcast at the end just got a couple responses. So Dorna, shifting to you. Dorna I’ll start with you.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

Legal Tech Monitor

JANUARY 31, 2024

So it’s definitely worth worth worth it worth the look. And yet again, the awards is, you know, something that if people aren’t familiar on that side of the pond, it’s definitely worth a look. Definitely make sure we put a link on for that. And I know Francis is growing it every year. And the other. Greg Lambert 12:13 Okay.

Legal tech 52

Legal tech Legal tech Time-tracking Law firm 52

Legal Tech Monitor

OCTOBER 23, 2023

So I, you know, I don’t think you necessarily see that in every community, especially in legal but but it definitely helps us Marlene Gebauer 8:38 True, true. Dorna Moini 18:44 Yeah, definitely. Just did that today, reached out on a podcast at the end just got a couple responses. So Dorna, shifting to you. Dorna I’ll start with you.

Legal tech 52

Legal tech Legal tech Document automation Hearing 52