Above the Law - Technology

MARCH 15, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

Client Intake 261

Client Intake Law Law Document management 261

Above the Law - Technology

APRIL 25, 2023

It was major news April 4 when the legal research and technology companies Fastcase and vLex announced their merger, creating a single entity that they say now has the world’s largest subscriber base of lawyers and law firms and a legal research library of more than 1 billion documents from more than 100 countries.

Client Intake 205

Client Intake Legal research Document management Practice management 205

Lawmatics

AUGUST 15, 2024

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? Risk Management. Conflict Checking. Time-Saving.

Client Intake 52

Client Intake e-records Law firm Software 52

Percipient

MARCH 31, 2025

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. But not every tool is built the same.

Software 52

Software e-filing Time-tracking Client Intake 52

Lawmatics

APRIL 30, 2024

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.

Client Intake 52

Client Intake Software Law firm Data protection 52

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.

Client Intake 52

Client Intake Practice management Software Law firm 52

Law Technology Today

JULY 17, 2023

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.

Client Intake 56

Client Intake Law firm Time-tracking Law 56

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? Conflict check.

Client Intake 40

Client Intake Software Time-tracking Legal software 40

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?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40

Clio

MARCH 25, 2025

Are there certain areas where documents are typically returned or rejected because of mistakes? Are communications with clients or other offices causing bottlenecks? With Clio Duo , you can get quick insights, delegate task creation and time entries, and even extract data from existing documents.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Rocket Matter

NOVEMBER 25, 2024

With advanced technology for law firms, experts can reduce the time they spend on repetitive tasks and place more effort on more demanding activities like client strategy. Whether it’s software for managing legal documents or AI tools for legal document search, be sure to find what works perfectly for your firm.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Above the Law - Technology

MARCH 7, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

Client Intake 185

Client Intake Practice management Document management Law firm 185

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.

Client Intake 40

Client Intake Compliance Law firm Legal advice 40

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.

Client Intake 52

Client Intake Law Law Time-tracking 52

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. The solution: logic-based intake forms and document automation .

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

Clio

MARCH 7, 2025

To thoroughly assess your firms tech infrastructure and uncover potential gaps, consider these key questions: Are your case files, documents, client communications, and billing records easily accessible across systems? However, AI is most effective when built on a strong foundation of structured, standardized documents.

Time-tracking 52

Time-tracking Client Intake Law Law 52

MatterSuite

MAY 26, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

LawSites

OCTOBER 20, 2022

have entered into a collaboration agreement with the legal technology and publishing company Fastcase to develop what they say will be a state-of-the-art immigration case management and document automation platform. “A big component will be the document component,” Siskind said. Visalaw.Ai Automations developed by Visalaw.Ai

Document automation 98

Document automation Case management Immigration lawyer Bankruptcy 98

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.

Client Intake 40

Client Intake Software Law firm Data protection 40

Clio

NOVEMBER 21, 2024

They’re specifically designed for busy legal professionals, offering built-in features like secure client intake forms, communication tools, and integrated scheduling. All client data and documents are housed in one place, freeing you up to focus on your clients. Seamless integration with legal practice management.

Attorney 111

Attorney Law firm Practice management Client Intake 111

LawSites

MAY 15, 2024

Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult.

Client Intake 64

Client Intake Document automation Software Law firm 64

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?

Client Intake 40

Client Intake Case management Attorney Law firm 40

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

Rocket Matter

MARCH 11, 2025

Without a structured system, you risk missing deadlines and losing documents with the result being a tarnished reputation and a whole lot of frustrated clients. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Download free guide 6.

Law firm 52

Law firm Time-tracking Client Intake Law 52

Lawyerist

OCTOBER 25, 2024

PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more. PracticeMaster There’s obviously more to a case or matter than time entries and accounting. That’s where the optional PracticeMaster module comes in.

Time-tracking 64

Time-tracking Practice management Client Intake Software 64

Clio

SEPTEMBER 18, 2024

Lawyers can program chatbots to perform client intake and book legal consultations. Instead of having a lawyer take a prospective client call and going back and forth with a potential client, a chatbot streamlines this client intake process. A chatbot can make the client intake experience more interactive.

Lawyer 98

Lawyer Legal chatbot Client Intake Due diligence 98

Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

SEPTEMBER 26, 2023

Create a step-by-step explanation of how to access our client portal in 400 words or less based on the provided information: copy and paste your current client portal access information Scan this document, find any instance of __, and replace it with an empty field to be filled in 2.

Client Intake 96

Client Intake Law Law Law firm 96

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.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

LawSites

SEPTEMBER 22, 2021

PracticePanther offers features in case management, time tracking, billing, client intake, payment processing, calendaring, e-signatures, and more, all designed to empower lawyers to automate their practices. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

Practice management 98

Practice management Software Client Intake Time-tracking 98

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.

Law firm 52

Law firm Client Intake Immigration lawyer Time-tracking 52

Lawmatics

NOVEMBER 7, 2023

Yes, legal software typically includes AI tools that legal professionals can use to create legal documents. Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI-driven chatbots and virtual assistants handle routine client inquiries, appointment scheduling , and initial case assessments.

Client Intake 59

Client Intake Due diligence Legal advice Analytics 59

Lawmatics

NOVEMBER 26, 2024

Time Stamps of Key Takeaways 5:39 — Manual and automated conflict checking To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your client intake and case management processes.

Time-tracking 40

Time-tracking Client Intake Case management Law tech 40

LawSites

MAY 9, 2022

LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting. Joining me to demonstrate how it works is John Levesque , cofounder of LollyLaw and now co-general manager of LollyLaw at Paradigm.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

Clio

MARCH 28, 2025

Mid-sized firms are using a wide range of AI tools, with AI-powered legal research platforms, generic non-legal AI tools, and document drafting or automation tools being the most popular options. There is a strong correlation between use of Clio features and increased client intake performance.

Law firm 52

Law firm Electronic payment Law Law 52

Legal Talk Network

JUNE 28, 2022

Technology is an integral part of every attorney’s day-to-day—from trial preparation to drafting and organizing documents. With this insight, you can choose the right technology to support your practice now and in the future. Selecting the Right Type of Law Office Technology. But evaluating new technology can be a complex process.

Law firm 130

Law firm Law Law Client Intake 130