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.

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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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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?

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Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Additionally, SOPs should be periodically reviewed and updated to reflect changes in law or firm policies, ensuring that your practice remains agile and responsive to new challenges.

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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.

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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.

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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.

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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 .

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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. For example, law firms can benefit from automation in the following key areas: 1.

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Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors.

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Rocket Matter

OCTOBER 23, 2024

Power up your client relationships: why a CRM is an invaluable growth tool for law firms Strong client relationships are the foundation of law firm growth, but maintaining and cultivating these connections can be challenging without the right support. Advanced automation : Automate everything from client intake to case updates.

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Martindale-Avvo

NOVEMBER 13, 2023

While providing excellent service and enhancing your reputation as a trustworthy practitioner is important, it’s often the smallest details that make the biggest difference when generating new business for your legal practice. Here are six ways you can improve your client intake best practices to attain a full roster of clients.

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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.

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Centerbase

AUGUST 7, 2024

If your firm isn’t using an all-in-one legal practice management software to streamline firm and client operations, you’re missing out on the highest level of efficiency and competitive advantages to set your firm apart. What’s the cost of not having legal practice management software?

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Rocket Matter

JANUARY 27, 2025

There are just certain things in life that you wouldnt, even couldnt, do without a little research and background information. Running a legal practice is definitely one of those things. Showcase Client Testimonials and Case Studies Potential clients want reassurance from others whove been in their shoes.

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Attorney at Work

APRIL 30, 2021

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. The audience is encouraged to contact the law office for further information or assistance. Complete your contact info.

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Attorney at Work

SEPTEMBER 15, 2022

Trello is another popular Kanban-style tool that, like Asana, stores information in the cloud. A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software.

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LawSites

JULY 28, 2021

Law practice management company Clio has acquired the automated court-calendaring company CalendarRules , Clio’s first acquisition since becoming the first law practice management company to achieve unicorn status earlier this year and its second acquisition ever.

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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. Running a legal practice is definitely one of those things.

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Clio

APRIL 16, 2025

When was the last time you used a business website to find information you needed? In the past week alone, I used one to find an online menu for a restaurant, and another to pull recent information for a document. Contact information. Practice area. Odds are, it wasnt that long ago. Scale with Clio Grow.

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Clio

JANUARY 15, 2024

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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Clio

APRIL 15, 2025

Six best workflow management software options for law firms When it comes to streamlining day-to-day operations, choosing the right workflow management software can make all the difference. Offers AI-powered features like automated categorization, file data extraction, and the ability to summarize and translate key information.

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Legal Tech Blog

OCTOBER 10, 2023

Clio , calling itself the world’s leading provider of cloud-based legal technology, has announced a new end-to-end solution designed for law firms with personal injury practices. I can’t wait to see the resulting impact of practices that are run more efficiently, profitably, and true to the client-centric approach that Clio is known for.”

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Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

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Centerbase

MARCH 31, 2025

Implementing best practices like documenting workflows, creating a solid business plan, prioritizing work-life balance, and ensuring cybersecurity can enhance client satisfaction and support sustainable growth. Modern legal tech helps centralize information, automate routine tasks, and foster collaboration among attorneys and staff.

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LawSites

JANUARY 25, 2022

Since its formal launch in June 2020 , Lexicon has taken a unique approach to providing a solution to lawyers’ practice management needs. With the market for practice management software already crowded, a key way Lexicon distinguishes itself is by tightly integrating its software with complementary service offerings.

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Attorney at Work

OCTOBER 10, 2022

Tips to Avoid Outstanding AR Establish clear policy during intake meetings Send invoices electronically Allow payments via credit card, eCheck, or ACH Automate Processes Within Your Legal Practice Management Use invoice templates and batch-send invoices Automate payment reminders Provide multiple avenues to get paid.

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Clio

MARCH 28, 2025

As the most comprehensive analysis of the legal industry, the Legal Trends Report consolidates vital information on law firm performance while illuminating the influential factors driving changes in legal practice. There is a strong correlation between use of Clio features and increased client intake performance.

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LawSites

JULY 13, 2021

Legal practice management company Clio last week said that Clio Grow , its client intake and client relationship management product, previously available only to customers in the United States and Canada, is now available in Europe, the Middle East and Africa. Clio Grow is growing its global market.

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LawSites

APRIL 20, 2022

The law practice management company Paradigm has acquired LollyLaw , a cloud-based, all-in-one practice management platform designed for immigration law firms. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client-intake process.

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Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . Do: Make the most of your tools .

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LawSites

JANUARY 25, 2022

Since its formal launch in June 2020 , Lexicon has taken a unique approach to providing a solution to lawyers’ practice management needs. With the market for practice management software already crowded, a key way Lexicon distinguishes itself is by tightly integrating its software with complementary service offerings.

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Clio

FEBRUARY 24, 2025

Level 3: Your firm is fully cloud-based with a central legal practice management solution for all firm data. 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.

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Clio

DECEMBER 16, 2024

In fact, our most recent Legal Trends Report found that 74% of lawyers use their law firm website to promote or market their services to potential clients. Its important to note, however, that the way people search the web is changingGoogle isnt the only way to find information these days. Online intake forms. The common theme?

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Clio

APRIL 11, 2025

User-friendly navigation and structure According to our Legal Trends Report , theres a gap between the information clients look for on law firm websites and what theyre able to find. While 59% of legal clients look to law firm websites for pricing information, only 10% find it.

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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.

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Clio

MARCH 17, 2025

Optimize your core systems: If youre currently using outdated manual systems, transitioning to cloud-based legal practice management is a crucial first step. Next steps to move forward: Stay informed: Knowledge is power when it comes to confidently adopting AI.

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