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.

Estate planning 59

Estate planning Client Intake Law Law 59

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?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40

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.

Client Intake 52

Client Intake Practice management Estate planning Law 52

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.

Client Intake 65

Client Intake Law Law Time-tracking 65

Rocket Matter

OCTOBER 3, 2023

Let’s think about it from the perspective of what’s NOT a billable hour: Administrative tasks Training Responding to colleague emails Meetings with your team Networking events Both billable and non-billable hours are important to track. As you track your time, you can measure hours worked against hours estimated.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Attorney at Work

JANUARY 11, 2022

I prefer looking back because recent history — actual events — can often predict what lies ahead. In 2020, AbacusLaw began offering Practice Management Suites — specialized features for certain practice areas such as family law, personal injury, business litigation, estate planning, etc.

Legal technology 59

Legal technology Legal technology e-filing Practice management 59