Lawmatics

APRIL 30, 2024

Legal client intake forms are critical for an efficient client onboarding process. Firms traditionally created their intake forms manually, legal client intake automation improves efficiency, reduces time spent on administrative tasks, and enhances the client experience.

Client Intake 52

Client Intake Software Law firm Data protection 52

Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

Client Intake 52

Client Intake Practice management Software Law firm 52

Clio

NOVEMBER 26, 2024

Delayed delivery of documents and communications Firms that rely on Canada Post to mail documents, cheques, and correspondence will face significant delays in sending and receiving information. Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online.

Law firm 98

Law firm Law Law Client Intake 98

Law Technology Today

JULY 17, 2023

Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. This integration simplifies information input, improves accuracy, and enhances efficiency. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

Client Intake 56

Client Intake Law firm Time-tracking Law 56

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?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40

Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

Clio

DECEMBER 4, 2024

For example, linking “ legal billing software overview ” to a detailed page about legal billing software ensures that users find exactly the information they need, creating a more seamless experience. Analyzing these changes allows you to identify trends and potential issues in your link-building strategy.

Lawyer 98

Lawyer Time-tracking Client Intake Law firm 98

Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Compliance.

Client Intake 40

Client Intake Compliance Law firm Legal advice 40

Clio

NOVEMBER 21, 2024

These templates are user-friendly, polished, and designed to highlight the key elements of your practice—such as your team, practice areas, testimonials, and contact information. With Clio’s website builder, clients can book appointments directly from your site , syncing with your calendar so you never miss a beat. Affordable cost.

Attorney 111

Attorney Law firm Practice management Client Intake 111

Legal Tech Monitor

JUNE 16, 2023

Earlier this month, the American Bar Association issued a formal opinion that provides guidance on a lawyer’s ethical obligations when delegating client intake tasks to nonlawyer assistants. How should lawyers be involved in the client intake process?

Client Intake 59

Client Intake Attorney Lawyer Legal advice 59

Clio

JANUARY 8, 2025

In this article, Im breaking down the best blogging platforms for lawyers, helping you make an informed choice about which one suits your firms needs. Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence.

Lawyer 95

Lawyer Client Intake Law firm Attorney 95

Rocket Matter

NOVEMBER 22, 2022

Your law firm’s intake process sets the tone for your ongoing client-attorney relationship, so why not start strong? . Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Benefits to clients .

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Manage risk.

Client Intake 40

Client Intake Software Law firm Data protection 40

Attorney at Work

APRIL 20, 2022

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.

Client Intake 52

Client Intake Law Law Time-tracking 52

MatterSuite

MAY 26, 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.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

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.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

Lawmatics

MARCH 18, 2025

What this integration does for you Your team shouldnt have to spend time manually copying client details from one system to another. By linking Lawmatics with MyCase, you get a frictionless transition from client intake to case management, ensuring a more efficient workflow and a better experience for both clients and your team.

Client Intake 52

Client Intake Case management Software Law firm 52

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?

Client Intake 40

Client Intake Case management Attorney Law firm 40

Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? How do we bill our clients? Clio Grow pairs with Manage, automating your client intake process. You can even use Clio’s CRM to automate email sends and engage current and incoming clients.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

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.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Rocket Matter

MARCH 11, 2025

Focus on the long game , continue to deliver the same exceptional service that you always have, and be proactive about asking clients to leave reviews or testimonials. Youll also need to create and publish informational content that showcases your experience. Invest in Innovation The legal industry is steeped in tradition.

Law firm 52

Law firm Time-tracking Client Intake Law 52

Clio

NOVEMBER 19, 2024

Keyword research Both SEO and SEM rely heavily on keyword research to understand what potential personal injury clients are searching for. The data collected for one can often inform the other: SEO uses keywords to optimize content and metadata. At the top of the funnel, write about general information (e.g.,

Injury Lawyer 98

Injury Lawyer Lawyer Time-tracking Law firm 98

Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. As an administrative matter, logging calls and emails is essential to the client intake process. You can then use this client information to pick up where your colleagues left off.

Client Intake 52

Client Intake Attorney Time-tracking Bankruptcy 52

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.

Client Intake 52

Client Intake Practice management Estate planning Law 52

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.

Law firm 52

Law firm Client Intake Immigration lawyer Time-tracking 52

Lawyerist

OCTOBER 25, 2024

As an established, successful, and well-regarded desktop-server product, Tabs3 understands that legal professionals are more mobile than ever and need convenient “everywhere access” to their matter information. For this growing audience, they created Tabs3 Cloud, a complete cloud billing, accounting, and practice management solution.

Time-tracking 64

Time-tracking Practice management Client Intake Software 64

Rocket Matter

OCTOBER 19, 2022

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.

Legal CRM 98

Legal CRM Client Intake e-filing e-records 98

Legal Talk Network

JUNE 21, 2022

Too many firms look to increase their marketing and advertising spend, long before they take a hard look at the conversion rates of their initial consults and client intake process. . New client consultations are key to the growth and success of any law firm. Too often, law firms underestimate the importance of consultations.

Law firm 130

Law firm Client Intake Law Law 130

Clio

SEPTEMBER 18, 2024

But all chatbots help visitors find information on a website or direct them to the appropriate contact. As chatbots direct website visitors to the right person, they also send a summary of the visitor’s questions and any additional information (like contact details). Also, law firm chatbots can retain information on returning clients.

Lawyer 98

Lawyer Legal chatbot Client Intake Due diligence 98

Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. By automating routine tasks, centralizing information, and providing real-time insights, firms can focus on delivering exceptional client service and growing their practice. Timely Updates.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

SEPTEMBER 26, 2023

Create a step-by-step explanation of how to access our client portal in 400 words or less based on the provided information: copy and paste your current client portal access information Scan this document, find any instance of __, and replace it with an empty field to be filled in 2.

Client Intake 96

Client Intake Law Law Law firm 96

Attorney at Work

JULY 21, 2022

From automating client intake, to collaborating on PDFs in real-time during the form filling process, LollyLaw helps streamline every aspect of your work. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

Case management 96

Case management Client Intake Time-tracking Attorney 96

Rocket Matter

NOVEMBER 25, 2024

You can access case information, communicate with clients, and track time from anywhere. Whether you’re heading to court, waiting for a meeting, or working remotely, having case histories, billing details, and client contacts at your fingertips can make a huge difference in productivity. Embracing mobile paperless tools 5.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Clio

FEBRUARY 27, 2025

Looking for a more reliable way to track your employment law firms leads and streamline the client intake process? Meeting employment law clients where they are From wrongful termination and wage disputes to discrimination and sexual harassment in the workplace, the needs of employment law clients are incredibly varied.

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

JANUARY 21, 2025

Its much quicker to click a button and produce a document than it is to find a similar document, open it in Word, save a copy to the right location, and copy the information you need into that document. The time saved can be applied to billable tasks and client-facing work. Implementing document automation can save considerable time.

Document automation 52

Document automation Law firm Law Law 52

Clio

JANUARY 15, 2024

If you’re still not sure about accepting online payments at your law firm, consider this: According to the 2023 Legal Trends Report , when law firms use online payments to collect money from clients, their realization lockup is smaller by two days worth of revenue, collection lockup by five days, and total lockup by six days.

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

Attorney at Work

APRIL 30, 2021

Educational-based marketing is already a winning strategy for many lawyers, but the ability to produce regular low-cost informational content using Facebook Live has added an important personal dimension during the pandemic. The audience is encouraged to contact the law office for further information or assistance.

Lawyer 145

Lawyer Client Intake Law firm Attorney 145