Remove Client Intake Remove Document management Remove Software design
article thumbnail

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?

article thumbnail

Eight Legal Software Solutions for Eight Fields of Law

Attorney at Work

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. Founded in 2016, FastVisa is newer to the scene and aims to streamline immigration and visa processes through client intake, case management, and workflow automation.

article thumbnail

4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

Consider cost, ease of use, compatibility with your existing software, and customer support. Many case management systems and CRMs integrate with tools like email, calendar, or document management systems. Instead, it's about using technology to augment and improve the client intake process.