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What is a Client Intake Form?

Lawmatics

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Risk Management. Conflict Checking.

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Client Intake Software

Lawmatics

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?

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How to Grow Your Law Firm: 10 Strategies for Sustainable Success

Rocket Matter

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. Get free e-book If youve been proactively working to grow your law firm , you know firsthand that the road to business success is fraught with challenges. Download free guide 6.

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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

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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Lawyer Tech Tips: Where Should You Put Technology Dollars in 2022?

Attorney at Work

You will get far more phone functionality, plus videoconferencing, business texting, e-fax and more. For many lawyers, you may already have technology solutions you need within your existing suite of services, or that are relatively easy and low-cost add-ons. There are lots of choices from RingCentral and 8×8. Existing features.

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The Post-Pandemic State of Legal Practice, with Nicole Black of MyCase

LawSites

All of the reports were written by Nicole Black , who joins host Bob Ambrogi on this episode to share the findings from these reports and the picture they paint of how the pandemic has transformed the practice of law, particularly for solo and smaller firm lawyers. We appreciate their support and hope you will check them out.

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Are Electronic Signatures Legally Binding? What Lawyers Should Know

Rocket Matter

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. Get free e-book The days of chasing down clients for signatures—slowing down the process and piling up paperwork—are over. Human Resources Documents. Healthcare Documents.

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