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.

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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.

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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.

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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.

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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?

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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.

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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.

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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.

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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 .

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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.

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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.

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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

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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.

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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.

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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?

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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.

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Rocket Matter

JANUARY 21, 2025

Get free e-book Is your law firm struggling to keep up with repetitive document creation? Manually drafting documents takes up valuable time, introduces the risk of error, and diverts your attention from high-value tasks. Thats where efficient law firm document automation comes in.

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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.

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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.

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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.

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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.

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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.

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LawSites

MARCH 1, 2022

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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Attorney at Work

JULY 21, 2022

From automating client intake, to collaborating on PDFs in real-time during the form filling process, LollyLaw helps streamline every aspect of your work. LollyLaw is equipped with: Fully native all-in-one case management features such as intake, calendaring, time and billing, document management, client portal and SMS capabilities.

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LawSites

SEPTEMBER 27, 2021

On this episode of How It Works : Woodpecker , AI-enabled legal document automation for solo and small firms. Melehy and his team of engineers and attorneys say they believe that generating accurate legal documents should not be something that consumes the resources of small law firms.

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Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

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Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Evernote has the ability to capture and save notes and recordings from the web in a variety of different formats, whether these be emails, legal briefs, research files or discovery documents.

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Clio

NOVEMBER 26, 2024

Delayed delivery of documents and communications Firms that rely on Canada Post to mail documents, cheques, and correspondence will face significant delays in sending and receiving information. For example, Clio for Clients is a secure digital portal allowing legal clients to communicate and collaborate with their lawyer.

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LawSites

FEBRUARY 21, 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.

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Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

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

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Software Client Intake Document management Billing software 52

LawSites

FEBRUARY 26, 2024

The failure to standardize data collection (and court forms are, fundamentally, little more than data collection tools) is a key pain point that increases the complexity of delivering clients filing-ready documents. Court documents not only vary widely from court to court, but also within a court itself.

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Rocket Matter

OCTOBER 24, 2022

A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . When taking on a client, make sure you use a thorough client intake questionnaire to ensure that you’re the right lawyer for their matter.

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Law firm Time-tracking Client Intake Billing software 97

Clio

JANUARY 15, 2024

Prepare for client intake before you meet your next client If you have yet to set up an automated client intake system, 2024 is the year to do it. A streamlined client intake system will save you time and eliminate the added potential for human error that comes with manual data entry.

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Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

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Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

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Legal Tech Blog

OCTOBER 10, 2023

Personal injury law firms also have specific legal obligations and procedures around medical record keeping and documents, expense tracking, and receiving payments from other law firms. This launch is as much about the operational efficiency of those firms as it is about maximizing settlement outcomes for their clients.”

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