CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What information does the client intake form gather?

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Clio

JANUARY 15, 2024

In other words, in addition to providing an excellent client-centered experience , you need to go to more networking events, both to meet other lawyers and to meet new clients. To connect with potential clients, consider networking events outside of your industry.

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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.

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Rocket Matter

MARCH 11, 2025

You can show clients what theyre being billed for and demonstrate the value you provide. Your billable hours logs will also be valuable in the event of an audit. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Download free guide 6.

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Lawmatics

NOVEMBER 26, 2024

Time Stamps of Key Takeaways 5:39 — Manual and automated conflict checking To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your client intake and case management processes.

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Clio

MARCH 25, 2025

Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Grow pairs with Manage, automating your client intake process. With the right client intake and relationship management (CRM) tools, you can start on the right foot and keep things that way.

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Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

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Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. Step 2: Fix your processes first, then layer in AI AI is only as effective as the systems its built on.

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LawSites

JULY 28, 2021

But in an email, Newton said that Clio’s acquisition of CalendarRules will help law firms manage their court deadlines in three ways, by: Automatically creating calendar events based on jurisdictional court deadlines. Allowing firms to set up automated reminders. Syncing court dates to calendars in Microsoft Outlook and Google Calendar. “By

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Clio

NOVEMBER 19, 2024

Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients. You could let local media know about a significant case you’ve won or host a community event, both of which can get you high-quality backlinks.

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Rocket Matter

MARCH 26, 2025

On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.

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Rocket Matter

MARCH 26, 2025

On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.

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Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

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Lawmatics

MARCH 1, 2024

02:15 - Utilizing Automations and Custom Dashboards Devon discusses the power of Automations in Lawmatics for estate planning, highlighting the customizability for different practice areas and the significance of custom dashboards for managing workflows and enhancing client communication.

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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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Legal Tech Monitor

MARCH 7, 2023

ABA TECHSHOW kicked off in Chicago last week with its traditional opening event, the Startup Alley pitch competition, in which 15 legal tech startups present three-minute pitches in pursuit of top honors. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications.

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Lawmatics

AUGUST 13, 2024

When creating a legal client intake form, you should keep it concise, organize it logically, make it accessible to your leads, and ask questions that will generate the answers you need to decide whether to extend legal representation. The information gathered should be relevant to client needs and desired outcome.

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Clio

FEBRUARY 24, 2025

Powered by generative AI technology that operates within Clios high security standards, Clio Duo can automate routine tasks throughout the case management journey from client communication to time tracking and calendaring. The result is smarter case management for your law firm, harnessing the power of AI. Tools like Smith.ai

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Clio

MARCH 17, 2025

Stay updated on AI trends through resources like Clios Legal Trends Report , subscribe to our blog newsletter , and attend relevant AI-focused industry events and conferences like Clios Legal AI Virtual Summit , and the Clio Cloud Conference.

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Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

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Lawmatics

NOVEMBER 7, 2024

It’s perfect for sharing behind-the-scenes looks, team events, or community involvement, giving a more personable touch. Lawyers who want to weigh in on trending topics will find a home here. Instagram – Think of Instagram as a way to humanize your firm. TikTok – Yes, even TikTok.

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Centerbase

MARCH 31, 2025

Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. In practice, effective collaboration might involve using a unified platform for matter management, where calendar events, billing records, and client communication are logged in a single location.

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LawNext podcast

OCTOBER 22, 2018

Earlier this year, Spiegel launched his second legal technology startup, Lawmatics , a cloud-based platform designed to automate legal marketing, CRM and client intake. In 2012, he sold MyCase to AppFolio , and then left in 2015 to start a software company that helped organizations manage trade shows and events.

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Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Legal workflows. Time and expense tracking.

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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.

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Legal Tech Monitor

NOVEMBER 6, 2023

There are many ways to do this, one of which is to add a client intake or contact form to your law firm’s website. This is an effective way to make your law firm more accessible to potential clients, especially during off hours, such as evenings or weekends. The tricky part is figuring out where to invest advertising dollars.

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Clio

FEBRUARY 7, 2024

With text messaging in Clio Manage, law firms can send texts from the desktop or mobile app to get quick responses to urgent questions, remind clients of upcoming meetings or calendar events, and even text quick payment links for invoices. Scroll down to add an alternative email address or phone number for clients to contact your firm.

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Clio

MAY 24, 2024

From client intake to time-keeping to document organization, law offices are inundated with numerous time-consuming and duplicative tasks that can lead to accidental data errors and leave staff frustrated. Or, does your staff find that the steps outlined for your client intake process aren’t working well?

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The Barrister

NOVEMBER 23, 2022

One of the most dangerous and potentially life altering events the average human participates in is driving an automobile. Some of these forms include sample affidavits, client letters, complaints, covenant not to execute, client intake sheets, requests for production, interrogatories, and subpoenas.

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Clio

FEBRUARY 2, 2023

Automate client intake workflows, communication, deadline reminders, and document creation. Reduce redundancies and spend more time on what truly matters: your clients’ cases. With it, you can link documents, contacts, calendar events, time entries, and invoices to each case.

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Lawmatics

AUGUST 8, 2023

Marketing & Intake On the client interface side, LM[AI] incorporated into Lawmatics provides an all-in-one CRM solution, saving valuable time by generating professional email copy with a single click. At the same time, Gideon streamlines client intake and document automation for a more effective process.

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Lawmatics

OCTOBER 3, 2023

Sending a reminder email via automated marketing software delivers a timely message to a potential or current client to remind them of case updates and upcoming events. With marketing automation, you can create a stellar experience for your leads with a personalized welcome email or a series of emails to help engage them. Newsletters.

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LawSites

OCTOBER 10, 2022

Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Both Clio’s desktop and mobile apps now let legal professionals exchange text messages with clients without having to use their personal phone numbers.

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Clio

AUGUST 22, 2023

It also makes it easy to integrate Clio Grow’s client intake features , like online intake forms, to make it easier for potential clients to contact you. Ways to build community connections include: Sponsoring or donating to local events. Clio makes your clients’ experience smoother from the start.

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Attorney at Work

JANUARY 11, 2022

I prefer looking back because recent history — actual events — can often predict what lies ahead. TechnoLawyer publisher Neil Squillante has takeaways from the latest TechnoLawyer Top Products Awards. ‘Tis the season for legal technology predictions, which are entertaining but seldom useful.

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Clio

JUNE 21, 2023

Clio Grow: For ensuring letters are sent out on time Clio Grow’s client intake automation features can help law firms further streamline the process, making it easy to send out engagement letters quickly and correctly to clients. Client communications through Clio Grow are super quick,” Jayda explains.

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