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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LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

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Practice management Software Client Intake Time-tracking 98

Clio

NOVEMBER 21, 2024

Clio Grow (Light Theme) Platform: Clio Grow Features: The light template in Clio’s website builder provides a sleek layout that makes it easy for prospective clients to find the info they’re looking for. It also integrates with Clio’s legal practice management software, so you can manage everything from one platform.

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Attorney Law firm Practice management Client Intake 111

Lawyerist

OCTOBER 25, 2024

For this growing audience, they created Tabs3 Cloud, a complete cloud billing, accounting, and practice management solution. PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more.

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Percipient

MARCH 31, 2025

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. But not every tool is built the same.

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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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Client Intake Software Law firm Data protection 52

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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Client Intake Law firm Time-tracking Law 56

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.

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Law firm Time-tracking Law Law 52

Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Are there certain areas where documents are typically returned or rejected because of mistakes?

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

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. Other components, including those for practice management, will be added by next summer. Visalaw.Ai

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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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Client Intake Software Time-tracking Legal software 40

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. Disconnected systems can lead to inefficiencies and errors.

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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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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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Clio

MARCH 7, 2025

To thoroughly assess your firms tech infrastructure and uncover potential gaps, consider these key questions: Are your case files, documents, client communications, and billing records easily accessible across systems? However, AI is most effective when built on a strong foundation of structured, standardized documents.

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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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Rocket Matter

MARCH 11, 2025

Firms that adopt innovative solutions gain a competitive edge through improved efficiency and client service. Legal practice management software is one of the best tools for streamlining your workflows and promoting innovation. The modern legal sector is too competitive to adhere to a this is the way weve always done it mindset.

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Law firm Time-tracking Client Intake Law 52

Centerbase

AUGUST 28, 2024

As the legal landscape becomes more complex and competitive, adopting modern law practice management software is one of the best ways to help your law firm keep up. Legal technology can greatly increase your competitive advantage, make your operations more efficient, and continuously enhance client service.

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Clio

MARCH 28, 2025

Mid-sized firms are using a wide range of AI tools, with AI-powered legal research platforms, generic non-legal AI tools, and document drafting or automation tools being the most popular options. There is a strong correlation between use of Clio features and increased client intake performance.

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Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. You can store and manage contract negotiations, building an archive of templates that highlights previously contested clauses.

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Attorney Client Intake Time-tracking Practice management 109

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

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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LawSites

MAY 9, 2022

LollyLaw, which was recently acquired by law practice management company Paradigm , is designed to allow immigration lawyers to effortlessly manage all major functions of their practice through a single, intuitive platform.

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Case management Law firm Immigration lawyer Client Intake 98

Centerbase

AUGUST 7, 2024

If your firm isn’t using an all-in-one legal practice management software to streamline firm and client operations, you’re missing out on the highest level of efficiency and competitive advantages to set your firm apart. What’s the cost of not having legal practice management software?

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Practice management Software Attorney Time-tracking 52

Centerbase

MARCH 31, 2025

Implementing best practices like documenting workflows, creating a solid business plan, prioritizing work-life balance, and ensuring cybersecurity can enhance client satisfaction and support sustainable growth. It often involves secure client portals where documents can be shared and confidential conversations can take place.

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Law firm Time-tracking Law Law 52

Legal Talk Network

JUNE 28, 2022

With this insight, you can choose the right technology to support your practice now and in the future. Technology is an integral part of every attorney’s day-to-day—from trial preparation to drafting and organizing documents. Selecting the Right Type of Law Office Technology. But evaluating new technology can be a complex process.

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LawSites

FEBRUARY 21, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. We appreciate their support and hope you will check them out.

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Clio

JANUARY 15, 2024

Clear communication, thoughtful processes, and consideration for the entire client journey makes for happier clients, more referrals, and more pleasant client interactions overall. Investing in legal practice management (LPM) technology can also help your client relations.

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Lawyer Client Intake Time-tracking Law firm 98

Clio

MARCH 17, 2025

AI is rapidly transforming legal work, with new AI solutions emerging to assist with everything from streamlining document review to optimizing caseload distribution and beyond. Optimize your core systems: If youre currently using outdated manual systems, transitioning to cloud-based legal practice management is a crucial first step.

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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. . Document automation . Legal billing .

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Rocket Matter

FEBRUARY 18, 2025

You can maximize the productivity and impact of a small team by empowering them with high-performing legal practice management software like Rocket Matter. Practice Management Software Investing in practice management software is crucial for efficiency and compliance.

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Law firm e-filing Law Law 52

LawSites

APRIL 20, 2022

The law practice management company Paradigm has acquired LollyLaw , a cloud-based, all-in-one practice management platform designed for immigration law firms. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client-intake process. Levesque said. “We

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Practice management Case management Software Immigration lawyer 52

Clio

FEBRUARY 24, 2025

Many AI-powered solutions now assist lawyers with a wide range of tasksfrom automating operational workflows to drafting and analyzing legal documents to streamlining e-discovery and beyond. Level 3: Your firm is fully cloud-based with a central legal practice management solution for all firm data. Tools like Smith.ai

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Legal Tech Blog

OCTOBER 10, 2023

Clio , calling itself the world’s leading provider of cloud-based legal technology, has announced a new end-to-end solution designed for law firms with personal injury practices. And we know this is especially true for firms with multiple practice areas.

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Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

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Case management Client Intake Time-tracking Attorney 96

Attorney at Work

APRIL 30, 2021

Our practice management and technology experts have some tips. Blackford (@SheilaBlackford) has been a Practice Management Attorney for the Oregon State Bar Professional Liability Fund since 2005. It is a far more powerful marketing tool than a passive PDF document. For content, think Q&As.

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