Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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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

JULY 9, 2024

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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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?

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Lawmatics

MARCH 18, 2025

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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Clio

JANUARY 8, 2025

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. Schedule a demo today to see how easy it is to build your perfect law firm website. Dont have time? Need a quick summary?

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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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Clio

NOVEMBER 19, 2024

Book a demo of Clio’s legal software today to discover how you can simplify case management, track client communications, and keep every detail organized, all in one place. Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients.

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Lawyerist

APRIL 11, 2025

PracticeMaster enhances the software’s case management capabilities, providing firms with the tools they need to manage case details effectively, critical things like matter facts, client intake, conflict checking, document management, and more. Visit Tabs3 Clouds website to learn more and schedule a demo today.

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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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Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

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Clio

APRIL 15, 2025

Book a demo ! Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. And if youre looking to automate client intake, we also have an ROI calculator for Clio Grow. Book a Clio demo

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Clio

MARCH 7, 2025

Book your demo today. 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. Schedule a demo today.

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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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Clio

MARCH 25, 2025

Clio Grow pairs with Manage, automating your client intake process. Clio Grow captures client information with online intake forms, manages appointment scheduling, sends text reminders for appointments, sends docs for e-signatures, and keeps everything neatly organized on the cloud for easy access. Book a Clio demo

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Legal Talk Network

JUNE 28, 2022

Here’s just a snapshot of some of the different types of legal tech your law practice can choose from: Accounting Billing / Accounts Receivable (AR) Client Intake / Client Relationship Management (CRM) Document Automation Legal Research Payment Processing Practice Management Records Management.

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Rocket Matter

APRIL 22, 2025

Developed by Assembly Software, the company behind Needles and Trialworks, Neos offers native tools like client intake forms, document storage, dashboard reporting, and integrations for communication and accounting. Download free guide Client management Your legal software should support every stage of the client journey.

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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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Clio

APRIL 16, 2025

Perfecting Client Intake: 7 Essentials for an Optimized Process Watch for top tips on how-to to build a client-focused website, integrate legal practice management software, and streamline communication with client portals and automation tools. Book a Clio demo Scale with Clio Grow. Simplified billing.

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Clio

FEBRUARY 27, 2025

Looking for a more reliable way to track your employment law firms leads and streamline the client intake process? Meeting employment law clients where they are From wrongful termination and wage disputes to discrimination and sexual harassment in the workplace, the needs of employment law clients are incredibly varied.

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Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Request a free demo today to see how this innovative platform can transform your practice and boost your firm's success. Couple your legal brilliance with operational excellence using Rocket Matter.

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Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

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Rocket Matter

DECEMBER 18, 2024

To avoid being left behind, law firms must turn to modern data management and client engagement solutions. Rocket Matter is designed to help your legal practice, regardless of size, take control of your client intake and marketing efforts. Schedule a demo now and get on track to transforming your practice.

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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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Rocket Matter

FEBRUARY 20, 2025

Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency. Google Ads can open the door to new business, but Rocket Matter ensures those leads turn into paying clients. Schedule your personalized demo with us now.

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Rocket Matter

JANUARY 27, 2025

With Rocket Matters practice management software , you can streamline operations while focusing on what matters: building a brand that clients trust and recognize. Schedule a demo and make your firm the go-to choicetoday.

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Clio

MARCH 17, 2025

Learn more and book a demo today. The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research. Book a demo today! Book a Clio demo Want to see how Clio can make AI adoption seamless at your firm?

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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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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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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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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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Clio

APRIL 11, 2025

With an intuitive back end, WordPress also supports integrations with client intake software like Clio Grow , so you can capture leads and add features designed for lawyers like you. Book a demo today! Book a Clio demo Squarespace. Modern, low-cost templates with an easy-to-use interface.

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