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

Clio

The best way to reduce reliance on traditional mail services is to adopt various technological solutions that streamline communication, document delivery, and client management. Adopt secure client portals Leveraging client portals can help law firms stay in touch with clients without relying on traditional mail methods.

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Top 5 Attorney Website Templates: Build a Professional Website

Clio

Clio Grow (Light Theme) Platform: Clio Grow Features: The light template in Clio’s website builder provides a sleek layout that makes it easy for prospective clients to find the info they’re looking for. It also integrates with Clio’s legal practice management software, so you can manage everything from one platform.

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Tabs3 Cloud Integrates PracticeMaster with Billing and Accounting

Lawyerist

For this growing audience, they created Tabs3 Cloud, a complete cloud billing, accounting, and practice management solution. PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more.

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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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Law Firm Management: Key Insights and Strategies for Success

Rocket Matter

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Additionally, SOPs should be periodically reviewed and updated to reflect changes in law or firm policies, ensuring that your practice remains agile and responsive to new challenges.

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Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

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The Ultimate Client Intake Process?

Rocket Matter

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.