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5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. Some intake solutions come with advanced automations — and those can seem daunting, especially to smaller firms. If you are looking for an intake solution, be sure to get a demo with key people who will be using the software at your firm.

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Canada Post Strike 2024: How Law Firms Can Navigate Postal Strikes

Clio

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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What is a Client Intake Form?

Lawmatics

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Establish a clear and consistent intake process.

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How Do I Create a Client Intake Form?

Lawmatics

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.

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Tabs3 Cloud Integrates PracticeMaster with Billing and Accounting

Lawyerist

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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Integration Spotlight: Lawmatics + MyCase

Lawmatics

What this integration does for you Your team shouldnt have to spend time manually copying client details from one system to another. By linking Lawmatics with MyCase, you get a frictionless transition from client intake to case management, ensuring a more efficient workflow and a better experience for both clients and your team.

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Top 5 Attorney Website Templates: Build a Professional Website

Clio

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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