Remove Client Intake Remove e-records Remove Time-tracking
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?

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. Client intake. The client intake process can be fraught with potholes.

professionals

Sign Up for our Newsletter

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

article thumbnail

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?

article thumbnail

Measure What Matters with Lawmatics’ Custom Dashboards

Lawyerist

Instead of illuminating and helpful, the experience becomes frustrating and time-consuming. And you can’t make informed decisions on data, even if you have it, because it’s not presented conveniently or timely. An intake specialist tracks new cases opened by practice area and engagement agreements returned.

article thumbnail

5 Things to Know About Clio File

Clio

As lawyers know all too well, legal e-filing systems can be a headache to navigate. This is where Clio File steps in, offering a user-friendly solution that takes the hassle out of e-filing, helping you avoid errors and stay on track with your submissions. What is e-filing?

article thumbnail

9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. 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.

article thumbnail

How Much Are Attorney Websites? A Guide to Budgeting and Value

Clio

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Integrating advanced features like live chat or e-commerce functionality can range from $1,500 to $5,000 or more, depending on the complexity and customization required.