Above the Law - Technology

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

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Clio

NOVEMBER 19, 2024

This guide explores essential SEO strategies for personal injury lawyers, from targeting the right personal injury keywords to optimizing for local search. Book a demo of Clio’s legal software today to discover how you can simplify case management, track client communications, and keep every detail organized, all in one place.

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Clio

MARCH 25, 2025

Juggling multiple cases, staying on top of paperwork, handling countless administrative tasks, and managing client relations all eat into your time. Fortunately, the best productivity tools for lawyers are out there, and they can make a huge difference in how much time you spend on everything from task management to research.

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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? Personal Representation.

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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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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 21, 2024

Before potential clients pick up the phone, there’s a good chance they’ve already formed an opinion of your firm based on your website. They’ve scanned the design, skimmed through lawyer bios, and decided—sometimes in seconds—whether they trust you with their legal matters. The challenge? Looking for an all-in-one solution?

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Clio

NOVEMBER 26, 2024

For example, Clio for Clients is a secure digital portal allowing legal clients to communicate and collaborate with their lawyer. Clients can review communications, documents, and calendar events; communicate privately with their lawyer; and view and pay invoices in seconds—all from one place.

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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. Matt Spiegel , cofounder and CEO, said Lawmatics aims to change the way lawyers drive business.

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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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Clio

DECEMBER 16, 2024

Thats where marketing for divorce lawyers comes in. These strategies can increase visibility, attract new clients, and boost your reputationmaking them a smart investment. Still, many divorce lawyers feel uncertain about where to start. Still, many divorce lawyers feel uncertain about where to start. Were here to help.

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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. Checklists in Clio Grow create a standardized intake process so it is easy for anyone to provide a consistent experience for clients.

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Attorney at Work

APRIL 30, 2021

During the pandemic, lawyers have experienced changes in how they connect with people — including those who might need their services. So what are some of the best online business development options lawyers have been using, and that you could be using too? Also, who is one of the busiest lawyers you know?

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Legal Talk Network

DECEMBER 10, 2020

On Legal Talk Today , host Laurence Colletti speaks with labor and employment lawyer Christine Bestor Townsend to break down which employers are likely to require vaccines, who can say no, what accommodations might look like, and the templates firms can develop to help clients navigate this uncharted territory. 30+ baseball caps.

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Clio

APRIL 11, 2025

Immigration policy has changed quickly under Americas new government administration, and the demand for immigration lawyers is rising. As an immigration lawyer, you play an essential role helping clients navigate these murky watersand your website is key to helping you reach the people who need your expertise most.

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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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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

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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Client Intake Software Law firm Data protection 52

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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Client Intake Software Time-tracking Legal software 40

Clio

JANUARY 2, 2024

What goals should you focus on when you’re an experienced lawyer, and what are the best goals for new attorneys? In this guide, we’ll show you how to set SMART lawyer goals for the year to come, so you can boost your professional development and help your firm succeed, with AI and beyond. What are SMART goals for lawyers?

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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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Client Intake Compliance Law firm Legal advice 40

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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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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Clio

APRIL 28, 2025

As an immigration lawyer, you juggle countless documents, forms, and intricate details to help clients navigate the immigration process. How are immigration lawyers using AI in practice? AI simplifies immigration law by helping lawyers manage large caseloads more efficiently and accurately. This is where AI can help.

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Lawmatics

NOVEMBER 7, 2024

Today’s clients start their search for legal services on Google, comparing firms based on what they see across websites, reviews, and social media. If you’re a lawyer, being “visible” means more than just having a website—it’s about engaging clients where they’re already looking and delivering something memorable.

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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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Client Intake Software Law firm Data protection 40

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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Client Intake Attorney Legal advice Document management 52

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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Legal Tech Blog

OCTOBER 10, 2023

This launch marks Clio’s first practice-specific customization , delivering technology to meet the needs of 50,000 personal injury lawyers practicing across the United States. 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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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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Attorney at Work

JANUARY 18, 2022

Advances in technology and access to legal staffing is helping rural lawyers improve workflows and operate more efficiently. How can rural attorneys consistently get on the same playing field as urban and suburban lawyers? Other legal technology tools can help lawyers handle billing, time-tracking and case management.

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Legal Talk Network

JUNE 21, 2022

Too many firms look to increase their marketing and advertising spend, long before they take a hard look at the conversion rates of their initial consults and client intake process. . New client consultations are key to the growth and success of any law firm. Build Rapport with Potential Clients.

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Clio

SEPTEMBER 11, 2024

If there has been one constant about the qualifications to own an American law firm, it has been this–you must be a lawyer. jurisdictions for decades has been that non-lawyers cannot own law firms. where non-lawyers can hold minority stakes, with more states slowly considering or adopting similar reforms. Once Rule 5.4

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Clio

FEBRUARY 20, 2025

Behind the numbers are people and families navigating a complex legal processand searching for an immigration lawyer to guide them through it. So, how do you make sure clients find your firm ? But without a clear lead generation strategy , even the most skilled immigration lawyers risk being overlooked. Short on time?

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Law firm Client Intake Immigration lawyer Time-tracking 52

Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. Step 2: Fix your processes first, then layer in AI AI is only as effective as the systems its built on.

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CaseFox

JUNE 22, 2023

Paralegal vs Lawyer Who, What, How The legal world is wide and multifaceted. In this blog we will talk about paralegal vs lawyer and paralegal vs attorney. It will help you understand the role of lawyers, paralegals and attorneys and how they are different. Lawyers directly take part in all the legal proceedings of the court.

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