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How Law Ruler Streamlines Client Intake Forms

Attorney at Work

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

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12 Realistic New Year’s Resolutions for Lawyers

Clio

Clear communication, thoughtful processes, and consideration for the entire client journey makes for happier clients, more referrals, and more pleasant client interactions overall. Investing in legal practice management (LPM) technology can also help your client relations.

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6 Benefits of Efficient Law Firm Document Automation

Rocket Matter

Everything should be scriptable, from client intake to invoice creation. When you embrace document generation with a tool like Rocket Matter , its clear how to create the subpoena, pleading, or notice of hearing. And the creation of legal documents is a major part of that.

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Lawyer Tech Tips: Online Business Development Ideas to Try Today

Attorney at Work

Our practice management and technology experts have some tips. Blackford (@SheilaBlackford) has been a Practice Management Attorney for the Oregon State Bar Professional Liability Fund since 2005. Practice management software providers have been spending a lot of energy developing intake tools.

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CEOs of Clio, Paradigm and ProfitSolv React to News of LawPay’s Acquisition of MyCase

LawSites

In light of that, I reached out to CEOs and executives at several practice management companies for their thoughts on the deal — including on how it may impact their partnerships with LawPay going forward. Several declined to comment, but I did hear from three: Jack Newton, founder and CEO of Clio. Jack Newton, Clio.

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What is Intake Software?

Lawmatics

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. What is the Purpose of an Intake Software? The post What is Intake Software? What is the Most Popular Legal Software?