Remove Client Intake Remove Document automation Remove Time-tracking
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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. Conduct a thoughtful pre-screening To avoid wasting time on clients who are not a good fit for your practice, conduct a thorough pre-screening process.

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Save Time and Grow with Streamlined Client Intake

Rocket Matter

Your law firm’s intake process sets the tone for your ongoing client-attorney relationship, so why not start strong? . 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. Benefits to clients .

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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. 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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How to Make Your Law Firm More Efficient in 2023  

Rocket Matter

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.

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CRM Platform Lawmatics Expands with Time and Billing Features; Adds E-Payments through Gravity Legal

LawSites

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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Chatbots for Lawyers

Clio

In addition to being a client directory, chatbots can answer questions on their own, automate manual processes, book consultations, and more. Chatbots for lawyers are a time-saving automation tool that’s hosted on a law firm website and available 24/7. A chatbot can make the client intake experience more interactive.

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12 Realistic New Year’s Resolutions for Lawyers

Clio

Turn bus rides and dentist office waiting times into pockets of productivity: There are plenty of apps for lawyers to help you run a mobile practice with ease. No matter how your clients hear about you, they’ll likely look you up before they sign on the dotted line. A raft of two-star reviews could work against you.

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