Client Intake Download Estate planning 
LawSites
MARCH 2, 2023
Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.
Rocket Matter
JANUARY 21, 2025
Download free guide 3. The platform allows firms to organize templates by practice area (family law, estate planning, intellectual property law, etc.) It also reduces the mental load on legal teams so they can focus on strategy and client relationships. Running a legal practice is definitely one of those things.
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Rocket Matter
SEPTEMBER 26, 2023
Download free guide 4. Generate ideas for social media posts Marketing is an important part of generating client leads, but keeping up with social media can be exhausting. Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself.
Rocket Matter
FEBRUARY 20, 2025
It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency.
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%
Clio
FEBRUARY 7, 2025
White Oak Wills & Trusts, LLC The team at White Oak recognizes that many people put off will and estate planning , which is why theyve used their homepage to highlight their commitment to making such discussions easy and fun. You can read our criteria below, or download them in the form of our law firm website scorecard.
Rocket Matter
DECEMBER 10, 2024
Download free guide Invest in Technology to Drive Efficiency Technology should be transformative, not just convenient. Rocket Matters Legal CRM is designed for law firms and has a range of automated marketing tools to create personalized client-centered campaigns. Running a legal practice is definitely one of those things.
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