Remove Client Intake Remove e-records Remove Practice management
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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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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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Clio Reconfigures Leadership Team, Naming Four to C-Suite Roles

LawSites

His resume also includes roles as chief strategy officer for Home Away and managing director of business development for Airbnb. During his time at Clio, he has led the ground-up reengineering of Clio’s practice management software in 2017 and launched Clio’s integrated client intake and CRM platform in 2019.

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Are Electronic Signatures Legal?

Clio

Electronic signatures (or e-signatures) have become nearly ubiquitous in everyday life and business—from confirming your agreement to terms and conditions on a website, to using e-signature tools to sign a work contract. What is an e-signature? But are electronic signatures legally binding? What is an electronic signature?

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

LawSites

Black is head of SME and external education at MyCase, as well as an author and legal tech journalist, who writes regular columns for Above the Law, The ABA Journal, and The Daily Record. We appreciate their support and hope you will check them out.

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On LawNext: Revisiting the Fastcase Origin Story: Ed Walters and Phil Rosenthal on How Their Company Came To Be

LawSites

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. We appreciate their support and hope you will check them out.

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On LawNext: Revisiting the Fastcase Origin Story: Ed Walters and Phil Rosenthal on How Their Company Came To Be

Legal Tech Monitor

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. We appreciate their support and hope you will check them out.