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The Initial Legal Consultation: Lawyer-Client Intake Interview Questions

Clio

When it comes to initial interviews with potential clients, are you asking the right lawyer-client interview questions? Lawyers devote significant time , energy, and marketing money to nurturing leads and winning new clients. How do you prepare for a lawyer-client interview?

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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 Do I Create a Client Intake Form?

Lawmatics

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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Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

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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Here Are the Winners Of ABA TECHSHOW Startup Alley

Above the Law - Technology

This year, the first-place winner was Universal Migrator , a tool for transferring law firm data from one practice management application to another. Winning third place was Fidu , a practice management platform specifically designed to support lawyers providing legal services on a subscription basis.

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Lawmatics Becomes First CRM Product to Integrate with the MyCase Practice Management Platform

LawSites

In an integration between two law practice products, Lawmatics , the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase , the law practice management platform that Spiegel originally founded in 2009 and left in 2015. Spiegel had been a criminal defense lawyer when, in 2009, he founded MyCase.

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6 Things Attorneys Can Do to Convert Clients: Attorney Client Intake Best Practices

Martindale-Avvo

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.