Lawmatics
MARCH 1, 2024
In the world of estate planning, where every detail is pivotal and time is of the essence, mastering your workflows can be the linchpin to unparalleled success and client satisfaction. Watch as we showcase a real-life estate planning workflow and how to implement it into your own practice.
Lawmatics
JULY 9, 2024
Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?
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Lawmatics
JUNE 8, 2023
As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.
LawSites
MARCH 2, 2023
Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.
Rocket Matter
SEPTEMBER 26, 2023
Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself. Streamline your preparation with ChatGPT and let the technology handle some of the work for you.
Lawmatics
JUNE 25, 2024
The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.
Lawyerist
MAY 16, 2024
This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.
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