Attorney at Work

SEPTEMBER 27, 2024

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

Client Intake 57

Client Intake Law Law Law firm 57

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?

Client Intake 52

Client Intake e-records Law firm Software 52

LawSites

APRIL 5, 2023

From appointment reminders to case updates, here are the six types of emails that ensure you’re providing top-notch service to your clients. Email communications are a cornerstone of running a modern law firm. According to the American Bar Association, 41% of law firms use email marketing. once a month).

Law firm 126

Law firm Bankruptcy Law Law 126

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

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.

Client Intake 201

Client Intake Legal research Document management Practice management 201

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

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.

Client Intake 179

Client Intake Practice management Document management Law firm 179

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

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.

Law firm 88

Law firm Law Law Client Intake 88

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

LawSites

MAY 9, 2022

On this episode of the video series How It Works : LollyLaw , a cloud-based, all-in-one case management platform for immigration law firms. LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

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. Some potential leads may orbit your firm for months or years before they reach out.

Law firm 83

Law firm Client Intake Legal CRM Law 83

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

Attorney at Work

OCTOBER 10, 2022

If you’re stuck with high law firm AR, a change of strategy could be past due. There’s no question that many law firms struggle to whittle away at their accounts receivable (AR), the outstanding amount that has been invoiced and not paid. Establish clear policy during intake meetings. Why Does AR Pile Up?

Law firm 97

Law firm Law Law Practice management 97

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.

Law firm 59

Law firm Client Intake Practice management Law 59

Clio

AUGUST 21, 2024

It’s also an important metric for law firm owners to track —especially if you want to grow your firm and improve your profitability. But how do you know if your law firm’s revenue is enough to grow and scale your business? And how does your firm’s revenue stack up against the average law firm revenue?

Law firm 98

Law firm Electronic payment Law Law 98

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? Kathryne: Rule 5.4 prohibits lawyers from sharing fees with nonlawyers.

Client Intake 59

Client Intake Attorney Lawyer Legal advice 59

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? Assess merit.

Client Intake 40

Client Intake Software Law firm Data protection 40

Rocket Matter

OCTOBER 24, 2022

The client experience is also affected. By creating efficient processes, you can increase satisfaction in your law firm. Your attorneys and legal staff will be able to spend more time on what matters, like project work and client matters—and less on busy work. . Do: Identify pain points . Don’t: Work outside your scope

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

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.

Law firm 59

Law firm Client Intake Law Law 59

Rocket Matter

SEPTEMBER 24, 2024

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 Efficient billing is crucial for the smooth operation and profitability of any law firm. What is LEDES Billing?

Law firm 86

Law firm Law Law Billing software 86

Martindale-Avvo

JANUARY 24, 2024

.” — Jyoti Suhag, Director of Product at Martindale-Nolo Martindale-Nolo, the leading Pay-Per-Lead provider for law firms and part of the Martindale-Avvo Legal Marketing Network, today announced new AI-powered enhancements that improve lead generation quality, delivery and effectiveness for attorneys and law firms.

Law firm 105

Law firm Law Law Attorney 105

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 should be on a client intake form template?

Client Intake 40

Client Intake Case management Attorney Law firm 40

Rocket Matter

NOVEMBER 22, 2022

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. Streamlined client intake benefits more than your clients, though.

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

Clio

JULY 3, 2024

Do you have a law firm marketing strategy? To grow your law firm so that it’s thriving and more profitable, you need to attract new clients and cultivate new business. How do you market a law firm? Why is law firm marketing important? Make sure they are SMART goals.

Law firm 88

Law firm Law Law Time-tracking 88

LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. “This allows law firms to save time, improve the client experience, and directly increase their revenue.”

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

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

Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. Hopefully, they spend some time reading about you, the kinds of cases you handle, and how your firm can help. Law firms are generally able to double their website conversions with a live chat provider.

Client Intake 52

Client Intake Attorney Time-tracking Bankruptcy 52

Clio

MAY 24, 2024

For law firms in today’s legal landscape, delivering sound legal representation and a client-centered focus are essential, but good legal work alone isn’t enough. A law firm is also a business, which means that effective law firm management is integral to your firm’s overall success.

Law firm 69

Law firm Time-tracking Law Law 69

LawSites

OCTOBER 20, 2022

In a unique partnership between a law firm and a legal technology company, the immigration firm Siskind Susser and its technology affiliate Visalaw.Ai is the developer of Visalaw.bot, a tool to help immigration firms with client intake, which won the College of Law Practice Management’s InnovAction award in 2019.

Document automation 98

Document automation Case management Immigration lawyer Bankruptcy 98

LawSites

AUGUST 28, 2023

Now the law practice management company Clio has announced an integration with Google’s Local Services Ads that allows firms to sign up for and manage accounts from directly within Clio Grow , the company’s client intake and client relationship management software. What is Clio Grow? ”

Law firm 84

Law firm Client Intake Bankruptcy Practice management 84

Rocket Matter

JANUARY 21, 2025

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 Is your law firm struggling to keep up with repetitive document creation? Thats where efficient law firm document automation comes in.

Document automation 52

Document automation Law firm Law Law 52

Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. The attorneys at your law firm work a lot of hours every week. Time tracking: what you need to know . Download our guide. .

Law firm 86

Law firm Time-tracking Law Law 86

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

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.

Client Intake 96

Client Intake Law Law Law firm 96

Rocket Matter

OCTOBER 19, 2022

Delivering a responsive, client-centered experience at your law firm helps convert leads, retain clients, and build your reputation as the best law firm to work with. Yet balancing clients’ needs with the demands of your caseload is tricky. What is a law firm to do? Client intake.

Legal CRM 98

Legal CRM Client Intake e-filing e-records 98