Client Intake Estate planning Time-tracking 
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?
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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Rocket Matter
OCTOBER 3, 2023
The dilemma is this: you want to track your hours accurately, but you don’t want to have to put in extra work for it. It can seem overwhelming to have to jot down every minute of client time, but, alas, if you don’t, you’ll be in an even bigger hole. Automatic time tracking improves your firm’s profitability.
Lawyerist
MAY 16, 2024
Compare the potential “right time, right place” effectiveness of a Google Local Services Ad versus an old-school yellow pages or billboard advertisement. that they need to manage and work to turn potential clients into paying clients. As for challenges, attorneys face increased inquiries (which is wonderful!)
Rocket Matter
SEPTEMBER 26, 2023
While these technologies can’t—and shouldn’t—replace most of the very sensitive work legal staff do for their clients, ChatGPT can save your team much-needed time to maximize billable hours. Create email drafts Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time.
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.
Attorney at Work
JANUARY 27, 2022
Founded in 2016, FastVisa is newer to the scene and aims to streamline immigration and visa processes through client intake, case management, and workflow automation. Wealth Docx streamlines the creation of estate planning documents through guided questions, scenarios, and customization tools. Field of law: Employment.
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