Remove Client Intake Remove e-records Remove Software
article thumbnail

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.

article thumbnail

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?

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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. Here’s how to make the most of your legal CRM software. Client intake.

article thumbnail

Clio Reconfigures Leadership Team, Naming Four to C-Suite Roles

LawSites

Clio said that Gurion’s reputation for leading marketplace, e-commerce and SaaS businesses to achieve rapid global expansion and growth, paired with his record for recruiting and developing an impressive set of leaders, will help shape the company’s next chapter for continued growth.

article thumbnail

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. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors. We appreciate their support and hope you will check them out.

article thumbnail

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. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.