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. Are your current legal tech solutions optimizing your team’s success?

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Client Intake Legal tech Legal tech Software 52

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? Valuable Legal CRM applications to support your law firm's project management efforts. Download free guide.

Legal CRM 52

Legal CRM Law firm Client Intake Law 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. .

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Law firm Time-tracking Law Law 86

Rocket Matter

DECEMBER 26, 2023

For firms looking to harness generative AI, minus the security risk, legal software with built-in AI integrations is a good solution. This software can deliver the benefits of AI tools without added security risks: streamlined operations and protection from liability. Download free guide 2.

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Clio

JULY 6, 2023

Legal software providers know this, and are here to help with a smooth migration. To mitigate data loss, choose a reputable software provider with a designated migration team. Additionally, cloud-based software makes your firm more efficient–saving you time on non-billable tasks. The good news?

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Law firm Law Law Software 52

Attorney at Work

APRIL 30, 2021

Instead of potential clients being told to download a brochure or booklet to gain information, they get to watch and learn from their potential lawyer via video. For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms. Settify has expanded from Australia and the U.K.

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Lawyer Client Intake Law firm Attorney 142