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
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.
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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?
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.
Rocket Matter
JANUARY 21, 2025
The platform allows firms to organize templates by practice area (family law, estate planning, intellectual property law, etc.) It also reduces the mental load on legal teams so they can focus on strategy and client relationships. Everything should be scriptable, from client intake to invoice creation.
Rocket Matter
FEBRUARY 20, 2025
It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency.
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