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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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.

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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? Assess merit.

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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 should be on a client intake form template?

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Attorney at Work

MARCH 15, 2022

Automating your client intake process seems like a no-brainer. But, with so many products coming online, what should small firms know before they buy? It’s not true that small law firms can’t compete with bigger firms. Misunderstandings When Evaluating Intake Software.

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Clio

SEPTEMBER 18, 2024

Being a lawyer isn’t easy. From intaking new clients to juggling open legal cases and keeping up with administrative work, being a great lawyer requires careful management, patience, and dedication. The great news is: Chatbots for lawyers can help with all aspects of a lawyer’s day-to-day.

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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.

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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. But as the opinion notes, lawyers have a responsibility to carefully manage such a process.” Because Model Rule 5.5

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Martindale-Avvo

NOVEMBER 13, 2023

Even the best lawyers are in competition with one another for clients with legal consumers adopting more consumer-like processes such as reading reviews and performing research prior to contacting an attorney. Here are six ways you can improve your client intake best practices to attain a full roster of clients.

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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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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?

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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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Rocket Matter

NOVEMBER 25, 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 For modern law firms, selecting suitable tools is no longer a matter of choice but of necessity. Inefficiency brings a host of problems for lawyers.

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Clio

JANUARY 15, 2024

New Year’s resolutions for lawyers can be even more challenging—balancing legal career-related goals and personal ones is no easy feat. However, having a few realistic resolutions can make a big personal and professional difference for lawyers. Below are 12 realistic New Year’s resolutions for lawyers (that’s one a month!)

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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.

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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. Winning third place was Fidu , a practice management platform specifically designed to support lawyers providing legal services on a subscription basis.

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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. Firms are under constant pressure to optimize their workflows, reduce manual errors, and maximize billable hours. Well, it depends.

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Centerbase

OCTOBER 17, 2024

By Paige Roncke, General Manager, Centerbase The legal industry is at a critical inflection point where law firms can no longer identify only as legal services providers. Law firms must also be data and technology companies in order to effectively compete in the market for long-term success.

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Clio

JANUARY 2, 2024

With the rise of generative artificial intelligence (AI) solutions early last year, it’s become clear that l aw firms are operating in a rapidly changing world. The past year has launched a storm of conversations about the role of AI in every workplace, including law firms, as well as a flurry of new tools and excitement.

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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.

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Clio

JULY 16, 2024

Law school prepares lawyers for many challenges, but managing a law firm’s finances is not typically one of them. Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum.

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Clio

OCTOBER 1, 2024

Generative artificial intelligence (AI) has redefined how lawyers approach many aspects of their day-to-day work. When used intentionally and ethically, the right AI tools can help lawyers handle routine tasks with previously-unthinkable efficiency and effectiveness—including AI marketing for law firms.

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CaseFox

JUNE 15, 2023

For lawyers and law firms, effective client communication can make or break their reputation. Law firm client communication can give your clients an idea of what it is like to work with your firm. A positive client experience can be game-changing for your firm.

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Centerbase

APRIL 14, 2023

For many law firms, the “client experience” is simply about results: if lawyers win a case or close a deal, they consider that a positive experience. Resolving a problem is offering good client service. Your client intake process should be quick and painless. Let’s take a look.

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Rocket Matter

OCTOBER 15, 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 When considering how to grow a law firm and the investment in technology that today’s expanding digital landscape needs, statistics put everything into some sort of perspective.

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Rocket Matter

NOVEMBER 19, 2024

Get free e-book Starting your own law firm is a huge step—and, let’s be honest, it can feel a bit overwhelming. Whether you’re fresh out of law school or leaving a big firm to go solo, there’s a lot to figure out. So, what’s involved in how to start a law firm? Is it the right move for you?

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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?

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Rocket Matter

JULY 25, 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 Legal brilliance alone doesn't guarantee the success of a law firm. Running a thriving practice requires a strong foundation in law firm management.

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Clio

NOVEMBER 19, 2024

In a crowded legal market, personal injury (PI) law firms need a strong online presence to ensure they stand out and connect with their potential clients. Search engine optimization (SEO) is an incredibly effective way to ensure your PI firm is visible to people searching for legal help after an accident or injury.

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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).

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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. It also serves a demand for personal injury lawyers to work seamlessly on a centralized cloud-based platform within larger, multi-practice firms. “For

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Centerbase

MARCH 27, 2023

For many law firms, the “client experience” is simply about results: if lawyers win a case or close a deal, they consider that a positive experience. Resolving a problem is offering good client service. Your client intake process should be quick and painless. Let’s take a look.

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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? ” .

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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?

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Rocket Matter

SEPTEMBER 1, 2024

This is a question many people practicing law strive to answer. The truth is, law firm automation can significantly reduce the time lawyers spend on non-billable work. In fact, McKinsey Global estimates that 23% of a lawyer’s job can be automated with existing technology. Eliminates the chances of human error.

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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.

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