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Client Intake Software

Lawmatics

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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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

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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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

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. 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. Intake forms that impress .

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How Law Ruler Streamlines Client Intake Forms

Attorney at Work

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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Exclusive: Legal CRM Company Lawmatics Raises $10M, Aiming to Change How Lawyers Drive Business

LawSites

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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5 Law Firm Marketing Tips for Success in 2023

Rocket Matter

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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Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water

Rocket Matter

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.