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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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

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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Client Intake Legal research Document management Practice management 205

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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Client Intake Law firm Time-tracking Law 56

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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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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Client Intake Criminal Defense Estate planning Compliance 40

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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Lawyer Time-tracking Client Intake Law firm 119

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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Lawyer Client Intake Time-tracking Law firm 98

LawSites

JANUARY 25, 2024

A new ethics opinion from The Florida Bar says that lawyers may ethically use generative AI technologies, provided they are careful to adhere to their ethical obligations. The opinion also urges lawyers to continue to develop competency in the use of new technologies such as AI and the risks and benefits inherent in those technologies.

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Clio

DECEMBER 4, 2024

Link building for lawyers isn’t just an SEO strategy—it’s the foundation of a solid online presence for modern law firms. This integration helps law firms attract highly-qualified leads by appearing when clients in their area search for the legal services they offer. Why should lawyers care?

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Lawyer Time-tracking Client Intake Law firm 98

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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Client Intake Attorney Legal advice Document management 52

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.

Client Intake 52

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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Law solutions Injury Lawyer Lawyer Time-tracking 113

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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Client Intake Attorney Time-tracking Bankruptcy 52

Rocket Matter

NOVEMBER 25, 2024

The Efficiency Imperative: Why Lawyers Need to Embrace Technology We are now in an era when clients demand fast turnaround times and value for money. This places huge demands on lawyers and their teams, making the old ways of working simply unsustainable. Inefficiency brings a host of problems for lawyers.

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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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Law firm Client Intake Law Law 130

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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Clio

JANUARY 8, 2025

In this article, Im breaking down the best blogging platforms for lawyers, helping you make an informed choice about which one suits your firms needs. Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence.

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Lawyer Client Intake Law firm Attorney 95

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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Injury Lawyer Lawyer Time-tracking Law firm 98

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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Rocket Matter

OCTOBER 19, 2022

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

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Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. Catherine Tang (@attorneycat) is a business and trademark lawyer licensed in California and Wisconsin. Related reading: “ Lawyer Tech Tips: Collaboration Tools.”).

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Lawyer Time-tracking Document storage Client Intake 112

Attorney at Work

JANUARY 7, 2022

For many lawyers, you may already have technology solutions you need within your existing suite of services, or that are relatively easy and low-cost add-ons. Juda Strawczynski (@JStrawczynski) is Director of practicePRO , Lawyers’ Professional Indemnity Co.’s Existing features. s innovative claims and risk management initiative.

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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. Get free guide How to Master Your Law Firm’s Time and Billing Lawyers have a heavy workload.

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LawSites

NOVEMBER 10, 2022

“Both Lawmatics and MyCase represent innovative answers to different problems in case management and client intake,” said Spiegel, who is Lawmatics CEO. Spiegel had been a criminal defense lawyer when, in 2009, he founded MyCase. ” Learn more about Lawmatics at the LawNext Legal Technology Directory.

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Practice management Criminal defense lawyer Criminal Defense Client Intake 98

Rocket Matter

OCTOBER 3, 2023

so that a firm can do an autopsy of its workflow and make tweaks to enhance productivity. However, anything longer than that and you may be short-changing your clients, who expect the time they are paying for to be used wisely. Measuring time in increments longer than 6 minutes could also risk compliance violations since rule 1.5

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NSLT

MARCH 24, 2017

3 Benefits of a CRM for Lawyers CRMs are widely used by sales teams across every industry to track prospects and potential customers. Here are 3 benefits of using a CRM for lawyers: Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

MARCH 24, 2017

3 Benefits of a CRM for Lawyers CRMs are widely used by sales teams across every industry to track prospects and potential customers. Here are 3 benefits of using a CRM for lawyers: Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40

LawSites

SEPTEMBER 22, 2021

PracticePanther offers features in case management, time tracking, billing, client intake, payment processing, calendaring, e-signatures, and more, all designed to empower lawyers to automate their practices.

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Practice management Software Client Intake Time-tracking 98

Clio

FEBRUARY 16, 2023

While law school helps you develop the legal knowledge to practice law, it doesn’t always help you with many of the “soft skills” that are equally essential top skills for lawyers. We’ll discuss each of them below and provide some helpful tips for developing top skills for lawyers.

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Lawyer Client Intake Law firm Court 75

LawSites

MAY 9, 2022

LollyLaw, which was recently acquired by law practice management company Paradigm , is designed to allow immigration lawyers to effortlessly manage all major functions of their practice through a single, intuitive platform.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

Rocket Matter

OCTOBER 10, 2023

Here’s the thing—if every lawyer at your firm loses track of just ten billable hours a month, and if that lawyer’s rate is $200 per hour, your firm is missing out on $24,000 per lawyer per year. Let’s repeat: that’s if a lawyer loses track of just ten billable hours per month. And it’s more common than you think.

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