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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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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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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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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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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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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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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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.

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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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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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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 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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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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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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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. That depends.

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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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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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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.

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Rocket Matter

OCTOBER 15, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. It’s how to grow your law firm by reaching a wide audience cost-effectively.

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Rocket Matter

SEPTEMBER 24, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. What is LEDES Billing?

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

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Rocket Matter

JULY 25, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm.

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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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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 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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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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Clio

OCTOBER 1, 2024

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. We’ll also share essential AI-driven marketing techniques your firm can implement to drive law firm growth.

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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

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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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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Lawmatics

SEPTEMBER 5, 2024

But among a plethora of strategies, which should your firm prioritize? Let's dig into one of the best digital marketing strategies for law firms and see why email marketing could be your ace in the hole. Do Law Firms Need Digital Marketing? Do Law Firms Use Email Marketing? Absolutely, yes!

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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. Meeting basic client expectations for good service won’t be enough to stand out to new clients among your competitors.

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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 this guide, we’ll explore the benefits of legal workflow automation and provide practical tips for implementing it in your law firm.

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Rocket Matter

FEBRUARY 22, 2023

If you’re running a law firm, the word “busy” might be an understatement when describing your workload. You’re responsible for managing legal professionals, organizing meetings, planning projects, and seeing them through to completion.

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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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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

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. Meeting basic client expectations for good service won’t be enough to stand out to new clients among your competitors.

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