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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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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. 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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What is Intake Software?

Lawmatics

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. This may involve automatically populating client information into case management systems or other databases.

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How Will Technology Change in the Future for Lawyers?

Lawmatics

Over the past 15 years, technology has significantly transformed the legal profession. Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents.

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What is a Legal Tech Platform?

Lawmatics

In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. But it must be the right legal tech. The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing.

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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. Disconnected systems can lead to inefficiencies and errors.