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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

If you’re not working with a legal CRM, you may be scratching your head for no good reason. 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.

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

Clio

Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online. Book a demo to see Clio in action! Move to online payment systems Firms can get paid faster and avoid potential mail service disruptions by accepting online payments—a win-win for law firms.

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Integrating CRM and Websites: A Winning Strategy for Future Growth

Rocket Matter

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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How Law Ruler Streamlines Client Intake Forms

Attorney at Work

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Easier Intake For Prospects — and Your Whole Team.

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Client Intake Software

Lawmatics

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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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Get free e-book.

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Preparing Your Firm for Growth with Rocket Matter CRM

Rocket Matter

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.