Clio

NOVEMBER 26, 2024

Here are just a few possibilities, keeping in mind that cloud-based legal practice management software can help firms perform their daily tasks anytime, anywhere. Adopt secure client portals Leveraging client portals can help law firms stay in touch with clients without relying on traditional mail methods.

Law firm 98

Law firm Law Law Client Intake 98

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.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 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.

Client Intake 205

Client Intake Legal research Document management Practice management 205

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?

Attorney 111

Attorney Law firm Practice management Client Intake 111

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?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

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.

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

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.

Immigration lawyer 52

Immigration lawyer Lawyer Law firm Analytics 52

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?

Client Intake 52

Client Intake e-records Law firm Software 52

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?

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

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.

Client Intake 56

Client Intake Law firm Time-tracking Law 56

LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

Practice management 98

Practice management Software Client Intake Time-tracking 98

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!)

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

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.

Client Intake 52

Client Intake Software Law firm Data protection 52

Attorney at Work

JANUARY 27, 2022

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. I’d like to shine the spotlight on emerging vertical tools that address the needs of lawyers in specific fields like immigration, family law, or (my field) intellectual property. Family Law Software.

Legal software 102

Legal software Legal software Intellectual Property Software 102

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.

Immigration lawyer 52

Immigration lawyer Lawyer Time-tracking Law 52

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?

Lawyer 119

Lawyer Time-tracking Client Intake Law firm 119

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?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40

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.

Client Intake 40

Client Intake Compliance Law firm Legal advice 40

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.

Lawyer 45

Lawyer Intellectual Property Time-tracking Immigration lawyer 45

Legal Tech Blog

OCTOBER 10, 2023

This solution is built on the legal industry’s most widely used cloud-based legal practice management software, Clio Manage , and addresses the distinct workflows, procedures, and requirements intrinsic to personal injury law. That all changes today with our new suite of features specifically designed for personal injury lawyers.

Law solutions 113

Law solutions Injury Lawyer Lawyer Time-tracking 113

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.

Client Intake 40

Client Intake Software Law firm Data protection 40

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.

Lawyer 105

Lawyer Legal Secretary Paralegal Time-tracking 105

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. For example, law firms can benefit from automation in the following key areas: 1.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Clio

APRIL 15, 2025

What is legal workflow management software? Legal workflow management software helps law firms automate processes like appointment scheduling, email communication, and task management to ensure timeliness and accuracy while saving you money, time, and effort. Provides the option to integrate Office 365 with other software (like Clio ).

Time-tracking 52

Time-tracking Client Intake Software Law firm 52

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. Whether or not you are an attorney, running a law firm is a huge challenge, but the right software can help. Once Rule 5.4

Law firm 110

Law firm Lawyer Law Law 110

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. Here’s how to make the most of your legal CRM software. Client intake.

Legal CRM 98

Legal CRM Client Intake e-filing e-records 98

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?

Client Intake 40

Client Intake Case management Attorney Law firm 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.

Client Intake 52

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

Clio

MARCH 28, 2025

For lawyers in mid-sized firms, we provide unique insights with our annual Legal Trends for Mid-Sized Law Firms report. The legal professionals we surveyed included lawyers as well as support staffsuch as paralegals and administratorswho are engaged in the management side of their practice. legal professionals from June 5 to 23, 2024.

Law firm 52

Law firm Electronic payment Law Law 52

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?

Law firm 52

Law firm Client Intake Immigration lawyer Time-tracking 52

Rocket Matter

MARCH 11, 2025

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. Firms that adopt innovative solutions gain a competitive edge through improved efficiency and client service. Download free guide 6.

Law firm 52

Law firm Time-tracking Client Intake Law 52

Clio

SEPTEMBER 3, 2024

This is where legal billing software comes in. Legal billing software streamlines many essential billing tasks for law firms—like tracking billable hours and expenses, creating invoices, and managing payment collections. In the following blog post, we’ll explore how to find the best legal billing software for large firms like yours.

Billing software 105

Billing software Software Time-tracking Law firm 105

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. Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM.

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. Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM.

Client Intake 40

Client Intake Software Case management Law firm 40

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.

Client Intake 52

Client Intake Attorney Time-tracking Bankruptcy 52

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