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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Client Intake Software Time-tracking Legal software 40

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. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Easier Intake For Prospects — and Your Whole Team.

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Client Intake Law Law Time-tracking 52

Rocket Matter

OCTOBER 23, 2024

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. Advanced automation : Automate everything from client intake to case updates.

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Time-tracking Document management Legal CRM Practice management 52

Rocket Matter

JANUARY 10, 2023

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.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

DECEMBER 17, 2024

Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Case management and document organization solutions can save time and reduce errors. Streamline Document Management Manual document management can be a time-consuming drain on resources.

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Law firm Law Law Legal CRM 52

Rocket Matter

FEBRUARY 25, 2025

With client expectations at a steady rise, its clear that the legal industry is reaching its tipping point and the only way to regain balance is to implement digital transformation in law firms day-to-day systems. What Is Legal Digital Transformation ? Regularly update your software to patch any flagged vulnerabilities.

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Law firm Law Law Legal CRM 52

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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Client Intake Law Law Law firm 96

Lawmatics

NOVEMBER 7, 2023

Yes, legal software typically includes AI tools that legal professionals can use to create legal documents. In fact, legal AI tools can be used in multiple ways in the legal industry – as long as they are leveraged correctly. How is AI Used in Legal Technology? Legal research. Due diligence.

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Client Intake Due diligence Legal advice Analytics 59

Rocket Matter

MARCH 26, 2025

Any number of hours unnecessarily spent searching for documents, reconciling conflicting reports , or re-entering data is time kept from resolving the case. Rocket Matter, a leading legal workflow solution , enables firms to eliminate data silos by centralizing all case information, making it easy for users to access relevant data.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

Any number of hours unnecessarily spent searching for documents, reconciling conflicting reports , or re-entering data is time kept from resolving the case. Rocket Matter, a leading legal workflow solution , enables firms to eliminate data silos by centralizing all case information, making it easy for users to access relevant data.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

FEBRUARY 20, 2025

Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency. Google Ads can open the door to new business, but Rocket Matter ensures those leads turn into paying clients. Optimizing profitability: Use reporting dashboards to track revenue and measure your return on ad spend.

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Law firm Injury Lawyer Time-tracking Accident Lawyer 52

Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. 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. . Legal billing . Legal trust accounting .

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Law firm Time-tracking Client Intake Billing software 97

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

Rocket Matter

FEBRUARY 18, 2025

These platforms facilitate case management, scheduling, billing, document storage, and other essential functions. For example, Rocket Matter includes tools for task management, organization, time tracking, and client relationship management tools, all in a single user-friendly solution. Establishing naming and filing conventions 3.

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Law firm e-filing Law Law 52

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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Time-tracking Attorney Client Intake Software 92

Rocket Matter

DECEMBER 16, 2024

If you pinpoint any consistent issues, you can change your time-tracking protocols, making sure billable work is accurately documented and billed. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

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Time-tracking Billing software Law Law 52

Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

APRIL 11, 2023

Here are three ways to level up your client relationships at each stage of the game, without sacrificing billable hours. 1. Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition.

Legal CRM 52

Legal CRM Client Intake Time-tracking Practice management 52

Rocket Matter

OCTOBER 12, 2023

More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients?

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Time-tracking Legal CRM Practice management Law firm 92

Lawmatics

DECEMBER 5, 2023

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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Legal tech Legal tech Client Intake Time-tracking 52

Lawmatics

FEBRUARY 13, 2024

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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Lawyer Client Intake Time-tracking Document automation 52

Lawmatics

FEBRUARY 15, 2023

In the context of the legal industry, an attorney CRM software refers to software used by law firms to manage and analyze customer interactions and data throughout the customer lifecycle. This includes marketing automation, contact management, sales management, and client intake. Enter legal CRM software.

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Client Intake Time-tracking Legal CRM Law 40

Lawmatics

JULY 7, 2023

Automated scheduling software takes the back and forth out of setting up appointments by enabling clients to schedule their own meetings. Document creation. Automation allows you to merge the data you need from your custom fields and auto-fill directly into boilerplate legal forms to generate documents. Legal workflows.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Rocket Matter

JULY 24, 2023

With this integration, legal professionals can take advantage of ChatGPT from their Rocket Matter software directly, while adding additional security measures to protect your firm from liability. This makes it an excellent tool for the client intake process, marketing, and general client communications.

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Client Intake Law Law Intellectual Property 52

Rocket Matter

APRIL 25, 2023

Administrative tasks—such as communicating with clients, sharing documents, and collecting payments—are critical to running a successful practice, but they can also be repetitive and time-consuming. Legal billing. Document assembly. Running a legal practice is definitely one of those things.

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Client Intake Time-tracking Law Law 52

Rocket Matter

OCTOBER 15, 2024

Legal CRM Systems to Nurture Client Relationships Legal CRM systems streamline processes and automate critical tasks, such as scheduling. CRM also handles communication, including automated follow-ups, offering a range of tools to stay in touch seamlessly via emails and text messages.

Law firm 52

Law firm e-filing Time-tracking Law 52

Lawmatics

MARCH 14, 2023

My job entails conducting demonstration calls of the Lawmatics platform to law firms and highlighting how our legal CRM can help them be more efficient and organized with all their non-billable admin workflows (such as client intake, running marketing campaigns, and client follow up).

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Client Intake Legal CRM Law firm Software 52

Rocket Matter

OCTOBER 3, 2023

That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

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Time-tracking Lawyer Due diligence Software 97

Rocket Matter

MAY 23, 2023

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road. But it’s all well and good to point out a problem and say “Isn’t that tricky.”

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

JULY 25, 2024

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm.

Law firm 59

Law firm Time-tracking Law Law 59

Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.

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Client Intake Law firm Time-tracking Practice management 72

Rocket Matter

DECEMBER 5, 2023

Download free guide Invest in client relationship management software Client relationship management software is an essential part of a speed-to-lead strategy for a number of reasons. Legal-specific CRMs, on the other hand, can significantly reduce the effort involved in establishing a fast speed to lead.

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Time-tracking Legal CRM Client Intake Practice management 52

Rocket Matter

FEBRUARY 20, 2024

This technology centralizes and organizes your leads and all contact touch points throughout the client journey into one platform. It can further transform your client relationships through client intake and marketing automation , allowing you to focus on what you do best: practicing law.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 52

Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. Client intake forms . what steps do they take before signing on as a client? Automate your workflows with Rocket Matter’s legal CRM software .

Law firm 52

Law firm Time-tracking Client Intake Law 52

Lawmatics

FEBRUARY 7, 2023

CRM insights can help your team understand your potential customers better so you can nurture leads and convert them into clients. Understanding the Role of Legal CRMs A legal CRM is an indispensable tool for law firms to serve their clients best. If It Ain't Broke, Why Does My Law Firm need a CRM?

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