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What is a Client Intake Form?

Lawmatics

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.

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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? Conflict check.

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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

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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On LawNext: Revisiting the Fastcase Origin Story: Ed Walters and Phil Rosenthal on How Their Company Came To Be

LawSites

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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The Post-Pandemic State of Legal Practice, with Nicole Black of MyCase

LawSites

Black is head of SME and external education at MyCase, as well as an author and legal tech journalist, who writes regular columns for Above the Law, The ABA Journal, and The Daily Record. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.

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On LawNext: Revisiting the Fastcase Origin Story: Ed Walters and Phil Rosenthal on How Their Company Came To Be

Legal Tech Monitor

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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How Much Are Attorney Websites? A Guide to Budgeting and Value

Clio

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Integrating advanced features like live chat or e-commerce functionality can range from $1,500 to $5,000 or more, depending on the complexity and customization required.

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