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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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

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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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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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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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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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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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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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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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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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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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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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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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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Above the Law - Technology

JANUARY 11, 2024

How making one simple change to their website, and no additional marketing spend drove 4x the number of qualified leads through their law firm’s website. The post How This Law Firm Converts 4x More Web Traffic Through Digital Transformation appeared first on Above the Law.

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LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries.

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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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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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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.”

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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. Simon , Founder and Partner at Simon Law Group, a personal injury firm in California. Clio isn’t just a tool, it’s a catalyst for law firm success.

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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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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.

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LawSites

APRIL 5, 2023

Email communications are a cornerstone of running a modern law firm. According to the American Bar Association, 41% of law firms use email marketing. As one of the most commonly used law firm marketing tools, emails are expected by clients as part of their legal experience. Why do law firms need email marketing?

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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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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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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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LawSites

NOVEMBER 10, 2022

In an integration between two law practice products, Lawmatics , the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase , the law practice management platform that Spiegel originally founded in 2009 and left in 2015. ” Learn more about Lawmatics at the LawNext Legal Technology Directory.

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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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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.

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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 .

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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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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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Attorney at Work

JULY 21, 2022

From automating client intake, to collaborating on PDFs in real-time during the form filling process, LollyLaw helps streamline every aspect of your work. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process. About LollyLaw.

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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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