Client Intake Estate planning Legal advice 
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?
Rocket Matter
SEPTEMBER 26, 2023
Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself.
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Clio
AUGUST 28, 2024
Elder law Elder law focuses on the needs of older adults, including but not limited to issues relating to retirement, long-term care planning, healthcare, guardianship, and financial and estate planning. Cannabis law Cannabis law involves navigating changing policies around the legalization of marijuana.
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.
Lawmatics
OCTOBER 22, 2024
It’s a question that more law firms are asking, especially as clients’ expectations for accessibility and service continue to rise. In fact, studies show that 96% of people seeking legal advice use a search engine (FindLaw) and 74% of law firms say they intend to invest more in digital marketing strategies over the next year ( ABA ).
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