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5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. It’s not true that small law firms can’t compete with bigger firms. For example, automating the intake process can help you vet and onboard clients more efficiently, eliminating time wasted on prospects who aren’t a good fit.

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On LawNext Podcast: As He Steps Down As Dean, Gordon Smith Reflects On His Mission To Make BYU Law ‘One Of The Most Innovative Law Schools in the Country’

Above the Law - Technology

Reuben Clark Law School at Brigham Young University, he told an audience of law school advisors , “I want BYU to be known as, if not the most innovative law school in the country, then one of the most innovative law schools in the country.” BYU Law Dean Gordon Smith on Law School Innovation (March 2019.

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The Only Client Intake Checklist You’ll Ever Need

Attorney at Work

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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Canada Post Strike 2024: How Law Firms Can Navigate Postal Strikes

Clio

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. Firms must be forward thinking to weather potential service disruptions.

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5 Best Legal Workflow Automation Software Tools in 2025

Percipient

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. What Is Legal Workflow Automation Software?

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The Initial Legal Consultation: Lawyer-Client Intake Interview Questions

Clio

In addition, we’ll offer some lawyer-client interview sample questions to integrate into your process. How do you prepare for a lawyer-client interview? Conducting a great client interview is critical to an effective client intake process , and it’s an important initial step to providing a client-centered experience.

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Link Building Strategies for Lawyers: The Ultimate Guide

Clio

Link building for lawyers isn’t just an SEO strategy—it’s the foundation of a solid online presence for modern law firms. But how can you get high-quality, relevant backlinks for your law firm’s website? Are you looking to attract high-intent clients in your area without exceeding your advertising budget?

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