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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Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

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Rocket Matter

NOVEMBER 22, 2022

Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Streamlined client intake benefits more than your clients, though. Schedule your personalized demo to learn more today.

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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? Address client needs.

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Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What information does the client intake form gather?

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Rocket Matter

OCTOBER 19, 2022

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

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Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. Yet, clients and other third parties are beginning to expect a certain level of interactivity with the appointment scheduling process.

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Attorney at Work

JULY 21, 2022

From automating client intake, to collaborating on PDFs in real-time during the form filling process, LollyLaw helps streamline every aspect of your work. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process. About LollyLaw.

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Rocket Matter

SEPTEMBER 26, 2023

Schedule a demo and explore how you can transform your law firm’s productivity with ChatGPT for Rocket Matter.

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Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

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Rocket Matter

MARCH 14, 2023

If you’re marketing just for the sake of marketing, then it’s not going to provide the right type of value for current or potential clients, and it will feel like pulling teeth within your own business. This can include following up on a client intake form or asking a client to leave a review after a case is settled.

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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. What is the Purpose of an Intake Software? Request a Lawmatics demo today. The post What is Intake Software?

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Clio

NOVEMBER 26, 2024

Within the Clio Suite , you can use electronic signatures for easy online document signing—both as part of Clio Grow’s client intake and legal CRM software, and as part of Clio Manage ’s document management functionality. Book a demo to see Clio in action! Want to learn more about becoming a cloud-based law firm?

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Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

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Lawmatics

APRIL 25, 2024

Creating an effective intake process for a law firm is crucial for efficiently managing client inquiries, ensuring that relevant information is gathered, and setting the stage for successful client representation. Are you ready to take the stress out of client intake? Sign up for a Lawmatics product demo today.

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Rocket Matter

OCTOBER 24, 2022

Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. . If you’re ready to become more efficient and gain billable hours in 2023, schedule a demo with Rocket Matter today. .

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Law firm Time-tracking Client Intake Billing software 97

Bigfork Tech

FEBRUARY 22, 2023

An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process. Examples like client intake or project intake. Why is the client intake form so important?

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Lawyerist

OCTOBER 25, 2024

PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more. Get Started with a Demo Today Tabs3 is a time-tested, powerful law practice management software, now securely cloud-enabled for modern mobility.

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LawSites

APRIL 5, 2023

If you don’t have a legal CRM to do this work for you, schedule a demo of Lawmatics. Copywriter at Lawmatics , the #1 attorney-client relationship management platform that provides law firms with client intake, CRM, and marketing automation. We have everything you need to get started. Patrick is the Jr.

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Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

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Lawmatics

AUGUST 13, 2024

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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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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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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Clio

NOVEMBER 21, 2024

They’re specifically designed for busy legal professionals, offering built-in features like secure client intake forms, communication tools, and integrated scheduling. Book a demo today to discover how it can transform your online presence. Ready to see how Clio’s website builder works?

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Centerbase

NOVEMBER 7, 2023

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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Rocket Matter

FEBRUARY 22, 2023

For example, if you need additional transparency in processes during client intake, you can build out more detailed Kanban boards to support this. They support better processes Kanban boards help you discern which tasks consistently cause issues with your workflows or impact client work.

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Clio

OCTOBER 7, 2024

Jack provided a live demo during his keynote, showcasing how Clio Duo can assign tasks for you, offer case and communication summaries, create calendar meetings, and help legal professionals organize their priorities. Learn more about Clio Duo and book your demo today!

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Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. Yet, clients and other third parties are beginning to expect a certain level of interactivity with the appointment scheduling process.

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Rocket Matter

JANUARY 17, 2023

Plus, the effects of ongoing poor payment practices can make it difficult to invest much into your marketing, client intake process, or staff professional development. As a result, you may struggle to convince new clients to work with your firm. . And your clients aren’t the only ones who’ll notice if your cash flow suffers.

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Clio

DECEMBER 4, 2024

For example, linking “ client intake software for attorneys ” to a feature page on legal intake software reassures users of the link’s reliability and reduces bounce rates. Schedule a Clio demo today to see how Clio Grow can elevate your firm’s growth and operational efficiency.

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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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Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Cutting the fluff from client intake . Is your client intake process efficient ?

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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. Sign up for a product demo today.

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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. You can always follow up during one-on-one conversations for any additional details, but remember not to oversimplify your questions.

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Law Technology Today

SEPTEMBER 1, 2023

This results in a partnership that resonates with your clients and honors your ethical commitments. Learn more about how Clio can amplify your firm’s efficiency: Book a Demo to see Clio Payments in action. The post How to Vet Your Legal Payment Processing Provider appeared first on Law Technology Today.

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Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

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Lawmatics

FEBRUARY 15, 2023

This includes marketing automation, contact management, sales management, and client intake. Client Intake: CRMs help law firms conduct efficient and effective client intake by automating intake forms, document requests, and organizing client information for future engagement.

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