Remove Client Intake Remove Information Remove Time-tracking
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The Initial Legal Consultation: Lawyer-Client Intake Interview Questions

Clio

When it comes to initial interviews with potential clients, are you asking the right lawyer-client interview questions? Lawyers devote significant time , energy, and marketing money to nurturing leads and winning new clients. Pre-screen: Before you book the interview, have a set pre-screening process.

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5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. For example, automating the intake process can help you vet and onboard clients more efficiently, eliminating time wasted on prospects who aren’t a good fit. Misunderstandings When Evaluating Intake Software.

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Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Conduct a thoughtful pre-screening To avoid wasting time on clients who are not a good fit for your practice, conduct a thorough pre-screening process.

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Client Intake Software

Lawmatics

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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Client Intake Form

Lawmatics

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?

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Save Time and Grow with Streamlined Client Intake

Rocket Matter

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. The result?

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10 Time-Tracking Habits to Start Today

Rocket Matter

If you’re looking to save time and be more productive as a lawyer, look no further than developing stronger time management. The problems stem from a lawyer’s time-tracking habits—from Post-it notes to Excel, from an online or physical calendar, it can be very manual.