Clio

NOVEMBER 26, 2024

How is the Canada Post strike impacting law firms? Every law firm operates differently, and will face different impacts as a result of the Canada Post strike and subsequent delays. Here are just a few of the issues facing law firms operating in Canada. Clients can pay with credit or debit, or set up automated payment plans.

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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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Attorney Client Intake Law Law 214

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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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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Legal IT Professionals

JANUARY 21, 2025

CARET Legal, a leading legal practice management platform for attorneys and legal professionals, today announces its new public API, along with the first out of the box integration with launch partner Lawmatics, the leading CRM, client intake, and marketing automation platform for law firms.

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Law firm Client Intake Practice management Law 147

Attorney at Work

SEPTEMBER 27, 2024

An optimized client intake process is key to a law firm's growth. The post Optimize Your Law Firm’s Client Intake Process appeared first on Articles, Tips and Tech for Law Firms and Lawyers. Reduce your firm's administrative burden while converting more leads.

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Lawmatics

AUGUST 15, 2024

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Improved case assessment.

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Rocket Matter

MARCH 11, 2025

The post How to Grow Your Law Firm: 10 Strategies for Sustainable Success appeared first on Rocket Matter. Get free e-book If youve been proactively working to grow your law firm , you know firsthand that the road to business success is fraught with challenges. The question is, whats the best way to grow your law firm ?

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Law firm Time-tracking Client Intake Law 52

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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Client Intake Law firm Time-tracking Law 56

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.

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Client Intake Software Law firm Data protection 52

Clio

MARCH 7, 2025

Just as installing a high-tech engine on a car with flat tires wont get you far (and probably isnt the safest choice), simply adding AI to outdated systems wont drive sustainable success for your law firm. This step-by-step guide will walk you through how to introduce AI into your law firm’s tech stack. Ready to get started?

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Time-tracking Client Intake Law Law 52

Rocket Matter

MARCH 28, 2025

The post Law Firm Management: Key Insights and Strategies for Success appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm.

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Law firm Time-tracking Law Law 52

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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Clio

DECEMBER 4, 2024

Link building for lawyers isn’t just an SEO strategy—it’s the foundation of a solid online presence for modern law firms. But how can you get high-quality, relevant backlinks for your law firm’s website? Are you looking to attract high-intent clients in your area without exceeding your advertising budget?

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Lawyer Time-tracking Client Intake Law firm 98

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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Client Intake Software Time-tracking Legal software 40

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?

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Client Intake Criminal Defense Estate planning Compliance 40

Legal Talk Network

JUNE 21, 2022

Too often, law firms underestimate the importance of consultations. 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.

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Law firm Client Intake Law Law 130

Clio

NOVEMBER 21, 2024

Clio’s law firm website builder is the perfect choice for legal professionals. An attorney website template is a pre-designed layout tailored specifically for solo practitioners and law firms. These five templates are designed to highlight your firm’s expertise and build trust with clients—right from the very first click.

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Attorney Law firm Practice management Client Intake 111

Above the Law - Technology

MARCH 7, 2023

On this episode of LawNext, we take a closer look at Smokeball , the law practice management company whose roots are in Australia but that is firmly entrenched in the United States. In fact, after Smokeball was founded in 2010, its very first customer was a law firm in Chicago.

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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. For lawyers in mid-sized firms, we provide unique insights with our annual Legal Trends for Mid-Sized Law Firms report.

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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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Client Intake Compliance Law firm Legal advice 40

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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Clio

FEBRUARY 27, 2025

Employment law lead generation can be a complex and challenging process for many employment lawyers, particularly as they look to stand out in an inherently competitive and increasingly oversaturated market. Looking for a more reliable way to track your employment law firms leads and streamline the client intake process?

Law firm 52

Law firm Law Law Client Intake 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? Address client needs.

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Client Intake Software Law firm Data protection 40

Rocket Matter

JANUARY 27, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Get free e-book How do you make your firm the go-to choice for clients? Heres how: 1.

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Law firm Law Law Attorney 72

Legal Talk Network

DECEMBER 10, 2020

They define the term UTM parameters from its pre-Google history to its power reveal key metrics and improve the client-intake process. For more conventional lawyer-centric gift ideas, check out Thinking Like a Lawyer’s discussion of Above the Law’s “ Lawyer Holiday Gift Guide.”. 30+ baseball caps. MORE FROM THE NETWORK.

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Client Intake Hearing Legal tech Legal tech 182

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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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.

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Client Intake Attorney Legal advice Document management 52

Rocket Matter

JANUARY 21, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Get free e-book Is your law firm struggling to keep up with repetitive document creation?

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Document automation Law firm Law Law 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?

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Lawmatics

MARCH 18, 2025

We know running a law firm means juggling a ton of software. And while each tool is supposed to make things easier, sometimes it feels like they just add more to your plate with duplicate data entry, wasted time, and clients who feel neglected. Technology should lighten the administrative load, not add to it.

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Client Intake Case management Software Law firm 52

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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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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Client Intake Attorney Time-tracking Bankruptcy 52

Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. New innovations in legal tech have become the great equalizer for many law firms, helping them output that’s competitive with other, larger law firms. Selecting the Right Type of Law Office Technology.

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Law firm Law Law Client Intake 130

Rocket Matter

FEBRUARY 20, 2025

The post Next Level Strategy: How Law Firms Should be Using Google Ads appeared first on Rocket Matter. If you run a law practice and need qualified leads who are eager to find your firm, Google Ads is a great way to start. Rocket Matter is here to share the details so you can get started today and land your first new clients.

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Rocket Matter

MARCH 26, 2025

The post 4 Common Challenges Law Firm Workflow Management Can Solve appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Law Firm Workflow Management : How Can Automation Help Attorneys?

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Law firm Time-tracking Law Law 52

Clio

JANUARY 8, 2025

Blogging is still one of the most powerful tools for building your law firms online presence, especially if youre just starting out. In todays digital landscape, a well-executed blog is essential for attracting potential clients. Schedule a demo today to see how easy it is to build your perfect law firm website. Dont have time?

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