Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. These forms can be tailored to gather specific information relevant to different types of legal cases.

Software 52

Software Client Intake Document management Billing software 52

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Stay in touch .

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Attorney at Work

JANUARY 7, 2022

Using a CRM can save time by eliminating redundancies such as entering the same information in multiple places for client intake versus client billing. If you are a Clio user, investigate Clio Grow, which allows you to automate your intake process, schedule consults and accept payments online. What tool to choose?

Lawyer 122

Lawyer e-filing Software Practice management 122

Lawmatics

MARCH 2, 2023

Here are some key points: The Client Journey Matt and Louis discuss the client journey and what it means to delight a client. of Lawmatics and the importance of optimizing the client intake process. What are the phases of the client journey? What steps can firms take to create a full client journey?

Criminal Defense 40

Criminal Defense Lawyer Law firm Software 40

Attorney at Work

APRIL 30, 2021

They may take common questions they hear from clients, develop questions in a new facet of their practice area where they are interested in gaining clients, and provide updates on local, state or federal law impacting their practice area. They prepare several questions to answer live during that half-hour.

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

Attorney at Work

AUGUST 27, 2021

After hearing about Monday.com from an ABA TECHSHOW 2021 speaker, attorney Regina Edwards, and how she used it in her practice to organize cases and collaborate with her staff, I had to test this out. Heidi Alexander: Starting Off Your Week With Monday.com.

Lawyer 102

Lawyer Time-tracking Practice management Immigration lawyer 102

Lawmatics

APRIL 6, 2023

Legal workflows. Automation helps legal teams and law firms to string together various manual processes, such as client intake , to make everyday workflows more scalable. Legal time tracking software offers the most efficient way to track time, whether your law firm bills hourly, fixed fee, or on contingency.

Law firm 52

Law firm Document automation Law Law 52