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. Setmore accounts for this freedom while still allowing a firm to maintain control of its time and attention.

Client Intake 98

Client Intake Time-tracking Law firm Attorney 98

Rocket Matter

NOVEMBER 14, 2023

But that’s just the big-picture-30,000-foot-view benefit of time-tracking software for attorneys. Save time and resources This may be the most important benefit of time-tracking software. This may lead to the insight that they are spending too much time on client phone calls or not enough time taking breaks.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Rocket Matter

OCTOBER 24, 2022

It’s about helping your employees focus on the tasks at hand to make the most of their time. The client experience is also affected. Your attorneys and legal staff will be able to spend more time on what matters, like project work and client matters—and less on busy work. . Complete them one at a time until they’re done.

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

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.

Legal CRM 98

Legal CRM Client Intake e-filing e-records 98

Attorney at Work

JULY 21, 2022

When attorney’s are spending valuable time duplicating form population, playing phone tag with clients — and worst of all — hunting down missing payments, it limits the time they get to spend helping their clients reunite with family, or start a new life in a new country.

Case management 96

Case management Client Intake Time-tracking Attorney 96

Rocket Matter

SEPTEMBER 26, 2023

While these technologies can’t—and shouldn’t—replace most of the very sensitive work legal staff do for their clients, ChatGPT can save your team much-needed time to maximize billable hours. Create email drafts Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time.

Client Intake 96

Client Intake Law Law Law firm 96

Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks.

Law firm 86

Law firm Time-tracking Law Law 86

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. Marketing automation tools, such as those found in a legal CRM, can help streamline manual processes and reduce administrative time.

Law firm 83

Law firm Client Intake Legal CRM Law 83

Lawyerist

OCTOBER 25, 2024

A Complete Solution in the Cloud With Tabs3 Cloud, you can access your firm’s Tabs3 data from any internet connection, on any device, at any time. Tabs3 Billing This tool sets the standard for legal time and billing software. PracticeMaster There’s obviously more to a case or matter than time entries and accounting.

Time-tracking 59

Time-tracking Practice management Client Intake Software 59

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. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.

Software 52

Software Client Intake Document management Billing software 52

Clio

DECEMBER 4, 2024

times more backlinks than the pages ranking in positions #2 through #10. For one, boosting your search engine rankings can help you attract new clients. When potential clients search for legal services online, they are most likely to click on one of the top results on Google search. Why should lawyers care?

Lawyer 77

Lawyer Time-tracking Client Intake Law firm 77

Rocket Matter

OCTOBER 12, 2023

It’s important to know the capabilities of each processor, which is right for you, and which will save you time and money (and potentially, your firm’s caboose). 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Start accepting payments online! Non-compliance.

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

Lawyerist

MAY 16, 2024

Compare the potential “right time, right place” effectiveness of a Google Local Services Ad versus an old-school yellow pages or billboard advertisement. that they need to manage and work to turn potential clients into paying clients. The post Less Effort, More Clients with Law Ruler appeared first on Lawyerist.

Client Intake 65

Client Intake Law Law Time-tracking 65

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?

Client Intake 52

Client Intake Contract management Time-tracking Software 52

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.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

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.

Injury Lawyer 76

Injury Lawyer Lawyer Time-tracking Law firm 76

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. Setmore accounts for this freedom while still allowing a firm to maintain control of its time and attention.

Client Intake 52

Client Intake Time-tracking Law firm Attorney 52

Rocket Matter

FEBRUARY 22, 2023

Kanban boards are used to track the progress of any project by breaking it into three main columns: Requested tasks Tasks in progress Completed tasks The required tasks for completion are then placed on cards and assigned to team members.

Law firm 52

Law firm Client Intake Time-tracking Law 52

Clio

OCTOBER 7, 2024

What’s more, Clio now helps over 150,000 legal professionals in 130 countries, has partnered with 110+ bar associations and law societies (including all 50 states), works with 280+ app integration partners, joined the Forbes Cloud 100 list for the first time, and raised a historic Series F funding round.

Client Intake 73

Client Intake Time-tracking Law firm e-filing 73

Rocket Matter

OCTOBER 23, 2024

Law firm growth happens when you bring in new business and nurture your current client base. However, the daily demands of legal work can often leave little time for maintaining the interactions that generate leads and sustain long-term client relationships. Disconnected systems can lead to inefficiencies and errors.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

Lawmatics

DECEMBER 5, 2023

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. Current and potential clients can book an appointment with legal calendaring software.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Clio

MAY 24, 2024

From standout marketing strategies to forward-thinking business planning to key performance metrics to track and more, read on to learn how to use law firm management to set your practice up for business success. Vague goals are difficult to track and take action on. Are you a mid-sized or large firm? Don’t be afraid to let others in.

Law firm 69

Law firm Time-tracking Law Law 69

Law Technology Today

SEPTEMBER 1, 2023

This software streamlines backend processes, reducing the time spent on cumbersome administrative tasks, thereby bolstering operational efficiency within the firm. A user-friendly online payment solution expedites the transition, enabling swift processes, real-time tracking, and data-driven insights.

Billing software 84

Billing software Software Time-tracking Client Intake 84

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.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Lawmatics

OCTOBER 10, 2023

A CRM is a type of technology that manages all of an organization’s relationships with current and potential clients. Law firms manage vast volumes of client data; manually tracking it is time-consuming and error-prone. What’s the Best Marketing Automation Tool? The post Is Marketing Automation the Same as CRM?

Legal CRM 52

Legal CRM Client Intake Time-tracking Analytics 52

Lawmatics

JULY 7, 2023

Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Time and expense tracking. Legal time tracking software provides an accurate and efficient way to track your time, whether you bill hourly, fixed fee, or contingency.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

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. If your firm is fighting to gain traction, then its time to hone in on solutions.

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Rocket Matter

JULY 25, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Timely Updates. Transparency in Billing Practices.

Law firm 59

Law firm Time-tracking Law Law 59

Centerbase

OCTOBER 19, 2023

Let’s face it: there isn’t enough time in the day for attorneys and staff to complete all the work that has to be done in a law firm. Almost every platform has basic features, including collecting client information, checking for conflicts, storing documents and templates, recording billable hours, tracking expenses, and managing invoicing.

Law firm 52

Law firm Software Time-tracking Practice management 52

Rocket Matter

MAY 23, 2023

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road. Automation is, at its core, a process or system that replaces manual work.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Lawmatics

FEBRUARY 15, 2023

This includes marketing automation, contact management, sales management, and client intake. Law firms have to manage a large volume of client data, and keeping track of all this information manually can be a time-consuming and error-prone process. How does a CRM help law firms with client intake?

Client Intake 40

Client Intake Time-tracking Legal CRM Law 40

Clio

FEBRUARY 2, 2023

So, how can lawyers stay organized at all times? While increased flexibility is a blessing in some respects (less time spent commuting, better work-life balance, and so on), it can complicate team-wide collaboration. These tools keep everyone on the same page at all times. So, where does the rest of their time go?

Software 52

Software Time-tracking Client Intake e-filing 52

Rocket Matter

JANUARY 10, 2023

While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. 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. Intake forms that impress .

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

JULY 18, 2023

If your website is dated, confusing, or clunky, you’re much less likely to attract your ideal clients—and you’re even less likely to keep them. But law firms are also incredibly busy, and it takes time and experience to develop a great website. Download free guide 3.

Client Intake 72

Client Intake Law firm Time-tracking Legal CRM 72

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.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

Rocket Matter

SEPTEMBER 14, 2022

Your clients are often emotional, and you can’t blame them. They’re going through incredibly difficult times, whether or not they’re innocent. Due to the high demands of criminal defense, you need to spend the majority of your time focusing on your clients to provide the best care and arguments in court.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

Rocket Matter

APRIL 4, 2023

But it’s one thing to know how and why you want to prioritize your clients, and another to find time in the day to actually make it happen. Instead, it’s about figuring out how to optimize workloads to spend more time on the things that matter. At its core, a lean legal firm is one that maximizes value and minimizes waste.

Time-tracking 52

Time-tracking Practice management Document automation Software 52