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.

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Law Technology Today

JULY 17, 2023

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

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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? Address client needs.

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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?

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Attorney at Work

OCTOBER 27, 2021

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. Yet, like it or not, it is one of the most critical elements of ensuring your law firm’s success. Let Your Clients Self-schedule. Think Like a CEO.

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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.

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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. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Law Ruler’s CRM is Built With Growth In Mind.

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Attorney at Work

MARCH 15, 2022

Automating your client intake process seems like a no-brainer. It’s not true that small law firms can’t compete with bigger firms. Intake software can also track marketing campaigns so you know where your best leads come from. Misunderstandings When Evaluating Intake Software.

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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? Could this constitute the unauthorized practice of law?

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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.

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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.

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Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. Law firms are generally able to double their website conversions with a live chat provider. Firms using Ngage live chat were able to sign on a new client for every 4.04 clients on average!

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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. The result?

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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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Above the Law - Technology

APRIL 24, 2024

Filevine leverages the power of artificial intelligence (AI) to streamline the legal process from client intake to billing. The post Filevine’s Future Is Supercharged With AI, Transforming How Attorneys Work appeared first on Above the Law.

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Above the Law - Technology

MARCH 15, 2023

Reuben Clark Law School at Brigham Young University, he told an audience of law school advisors , “I want BYU to be known as, if not the most innovative law school in the country, then one of the most innovative law schools in the country.” BYU Law Dean Gordon Smith on Law School Innovation (March 2019.

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NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Here are four reasons why online client intake will be the next hot area of innovation in legal practice management software.

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NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Here are four reasons why online client intake will be the next hot area of innovation in legal practice management software.

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NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

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NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

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Above the Law - Technology

MARCH 7, 2023

This year, the first-place winner was Universal Migrator , a tool for transferring law firm data from one practice management application to another. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications. It can also support upgrades and consolidations.

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Martindale-Avvo

FEBRUARY 13, 2024

Running a small law firm involves a unique set of challenges. While your small firm can offer flexibility and personalized services, it’s essential to focus on the areas integral to building your client base, like the legal intake process. 6 Solutions for Legal Intake for Small Law Firms The legal business is highly competitive.

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Legal IT Professionals

OCTOBER 8, 2024

This year’s report focuses on the rapid adoption of AI, the rise of flat fees, increased investment in technology and marketing, and ongoing challenges in client intake. Clio, the leading provider of cloud-based legal technology, has released its ninth Legal Trends Report, highlighting key developments in the legal industry.

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Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

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Rocket Matter

SEPTEMBER 26, 2023

By streamlining tasks, including marketing and client communications (which any lawyer knows can take up more time than expected), law firms that leverage AI can increase their profitability and productivity. Understandably, many law firms are cautious about utilizing ChatGPT and other AI tools.

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NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

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NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

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Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

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Lawmatics

APRIL 16, 2024

Client intake is extremely important for law firms, as it establishes the attorney-client relationship and converts a prospect into a paying client. What is the Intake Phase for a Law Firm? The intake phase is the first step that potential clients take.

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Clio

SEPTEMBER 18, 2024

Chatbots for lawyers are a time-saving automation tool that’s hosted on a law firm website and available 24/7. Having legal live chat is becoming increasingly common for law firms. But chatbots for lawyers can help create even better client-centered experiences for potential new clients with automated, instant responses.

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Above the Law - Technology

APRIL 25, 2023

It was major news April 4 when the legal research and technology companies Fastcase and vLex announced their merger, creating a single entity that they say now has the world’s largest subscriber base of lawyers and law firms and a legal research library of more than 1 billion documents from more than 100 countries.

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Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

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Rocket Matter

MARCH 14, 2023

If you’re marketing just for the sake of marketing, then it’s not going to provide the right type of value for current or potential clients, and it will feel like pulling teeth within your own business. Imagine you’re a potential client. Set clear marketing goals before you create your marketing plan. Fill out your contact form.

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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. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.

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Lawyerist

MAY 16, 2024

A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client. Law Ruler lets you do much more. You’ll see several types of interaction.

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Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

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Clio

SEPTEMBER 25, 2024

Starting a law firm gives lawyers the unique opportunity to take control of their careers, allowing them to choose clients, focus on preferred legal areas, and run their practice the way they want. However, without access to startup capital, many wonder: is it possible to start a law firm with no money?

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