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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 to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

If you’re not working with a legal CRM, you may be scratching your head for no good reason. 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.

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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. In 2012, he sold MyCase to AppFolio , and then left in 2015.

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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

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. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Get free e-book.

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How Law Ruler Streamlines Client Intake Forms

Attorney at Work

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Easier Intake For Prospects — and Your Whole Team.

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Exclusive: Legal CRM Company Lawmatics Raises $10M, Aiming to Change How Lawyers Drive Business

LawSites

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. But the focus will remain on client intake and marketing automation. ”

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From Good to Great: Transforming Client Relationships with Rocket Matter CRM

Rocket Matter

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.