Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 98

Attorney Client Intake Time-tracking Practice management 98

Rocket Matter

NOVEMBER 25, 2024

Download free guide 7. You can access case information, communicate with clients, and track time from anywhere. Determining your paperless processes 2. Establishing naming and filing conventions 3. Choosing an online storage provider 4. Embracing mobile paperless tools 5. And more important resources! And more important resources!

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Cutting the fluff from client intake . Is your client intake process efficient ?

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

OCTOBER 3, 2023

Download free guide Entry descriptions Whatever software you use to track billable hours, when you label your task, pay at least a little bit of attention to what you write. Demystifying the Billable Hour: How to Right-Size Your Rates With prices rising so much over the last year (global inflation is forecasted at 8.8%

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

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. Download free guide 3. Start accepting payments online!

Client Intake 72

Client Intake Law firm Time-tracking Legal CRM 72

Rocket Matter

JANUARY 21, 2025

Download free guide 3. Everything should be scriptable, from client intake to invoice creation. Download free guide 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

Document automation 52

Document automation Law firm Law Law 52

Bigfork Tech

JULY 23, 2024

Simplify Processes for Clients or Prospects An effective client intake form should streamline your sales process, not complicate it. Avoid overwhelming clients with too many questions. Download our free In-House Technology Checklist to see where your legal department measures.

Client Intake 52

Client Intake Legal tech Legal tech Software 52

Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks. .

Law firm 86

Law firm Time-tracking Law Law 86

Clio

JANUARY 8, 2025

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. With WordPress.org , you download the software and install it on your own hosting account. You take care of the writing and posting.

Lawyer 64

Lawyer Client Intake Law firm Attorney 64

LawSites

JUNE 3, 2021

The practice management platform PracticePanther today introduced native e-signatures , enabling law firms to send and obtain signatures on documents from directly within the platform, a feature that could both save time for users and streamline tasks such as client intake.

Client Intake 52

Client Intake Time-tracking Practice management Law firm 52

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. Download free guide 2. Running a legal practice is definitely one of those things.

Client Intake 52

Client Intake Time-tracking Law Law 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

JANUARY 23, 2024

Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time. Start accepting payments online! On your quest for the right payment processor, look for features that streamline and support the way law firms operate.

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

OCTOBER 23, 2024

Download free guide Rocket Matter’s unique CRM features and scalability Rocket Matter isn’t just any CRM—it’s designed specifically for law firms. Advanced automation : Automate everything from client intake to case updates.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

Bigfork Tech

DECEMBER 13, 2022

Overwhelming clients or prospects. A good client intake form doesn’t introduce a lot of resistance to your sales process. You do not want to ask too many questions, so we suggest breaking up your intake form process. There’s no need for multiple apps and downloads when everything is in one place.

Client Intake 52

Client Intake Software Legal tech Legal tech 52

Rocket Matter

DECEMBER 18, 2024

To avoid being left behind, law firms must turn to modern data management and client engagement solutions. Rocket Matter is designed to help your legal practice, regardless of size, take control of your client intake and marketing efforts. Start accepting payments online! Start accepting payments online!

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Rocket Matter

DECEMBER 26, 2023

Download free guide 2. 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. Start accepting payments online!

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

OCTOBER 12, 2023

It’s important to know the capabilities of each processor, which is right for you, and which will save you time and money (and potentially, your firm’s caboose). 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Start accepting payments online! Start accepting payments online!

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

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

JULY 24, 2023

This makes it an excellent tool for the client intake process, marketing, and general client communications. Drafting client intake document templates ChatGPT may not be reliable for generating sound legal documents, but it is a fantastic way to create document templates for future use. Download free guide 2.

Client Intake 52

Client Intake Law Law Intellectual Property 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. Download free guide 3.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 52

Rocket Matter

JANUARY 9, 2024

Download free guide 3. More detail helps clients have the confidence that they’re getting value for their money and understand what they’re paying for. If attorneys use the same time entry labels for tasks, it will be clearer to clients.

Time-tracking 52

Time-tracking Client Intake Law firm Legal CRM 52

Rocket Matter

DECEMBER 10, 2024

Download free guide Invest in Technology to Drive Efficiency Technology should be transformative, not just convenient. Automating follow-ups and keeping clients informed reduces the risk of misunderstandings or frustration. Running a legal practice is definitely one of those things. This is when Rocket Matter CRM can help.

Law firm 52

Law firm Legal CRM Time-tracking Law 52

Rocket Matter

DECEMBER 5, 2023

Download free guide

Time-tracking 52

Time-tracking Legal CRM Client Intake Practice management 52

Rocket Matter

NOVEMBER 13, 2023

12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Download free guide The rise of done-for-you (DFY) web services for law firms So you've heard the challenges of in-house web management, and you're contemplating a different route. Start accepting payments online!

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work. Download free guide 5.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Rocket Matter

AUGUST 20, 2024

It allows you to give clients valuable information that can establish your firm as an authority, build their trust in you, and convince them that you’re the best choice for representation. Testimonials and reviews 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients?

e-filing 52

e-filing Time-tracking Law firm Client Intake 52

Clio

JULY 9, 2024

No more downloading and uploading documents into separate filing systems and switching between tools. E-filing with Clio eliminates the need to download and upload documents across different filing systems, completely streamlining the process.

e-filing 52

e-filing e-records Time-tracking Court 52

Rocket Matter

MAY 23, 2023

Download free guide 3. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things.

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. Establishing standard operating procedures (SOPs) ensures that your team follows uniform processes, reducing the risk of errors and improving overall productivity.

Law firm 59

Law firm Time-tracking Law Law 59

Rocket Matter

JANUARY 23, 2024

Download free guide Don’t compromise on legal detail If you’re using the Legal Electronic Data Exchange Standard (LEDES) , you’ll need those codes in an invoice for certain clients. Rather, write “case research on Flynn v Grimes for Saturday hearing.” Follow the formula below for task description success: Task (i.e.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 28, 2023

Download free guide Understanding your business, your competitors, and your marketplace Business intelligence tools don’t just tell you about your performance. They also provide valuable data regarding your market. Which clients require additional work, or which services take more time than they’re worth?

Law 52

Law Law Time-tracking Law firm 52

Rocket Matter

JANUARY 14, 2025

Download free guide The Vital Role of Legal Project Management Software Now that youve laid the groundwork, lets talk about how law firm project management software can elevate your practice. Download free guide Have some questions before trying Rocket Matter? Determining your paperless processes 2. Embracing mobile paperless tools 5.

Time-tracking 52

Time-tracking Criminal Defense Law firm Software 52

Rocket Matter

DECEMBER 17, 2024

Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Download free guide 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

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

DECEMBER 16, 2024

12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Download free guide Why a year-end review matters for your law firm Your financial health checks go beyond tallying income and expenses. Start accepting payments online! Start accepting payments online!

Time-tracking 52

Time-tracking Billing software Law Law 52

Rocket Matter

DECEMBER 5, 2023

Download free guide 10 time-tracking habits for lawyers Here are some key time-tracking habits—don’t lose track of them! Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time.

Time-tracking 52

Time-tracking Software Client Intake Legal CRM 52

Clio

JULY 19, 2023

Here’s how it works: Click Choose Files at the top of the landing page Select the file(s) you want to compress Choose your desired compression level Edit your PDF if needed Download your compressed file When selecting a free tool, you’ll want to make sure that none of your information is being stored online.

e-filing 52

e-filing e-records Court Client Intake 52