article thumbnail

Tech Tips: Best Advice for Improving Client Intake

Attorney at Work

Tech Tips | Intake advice from Heidi Alexander, Sheila Blackford, Jim Calloway, Andrea Cannavina, Jared Correia and Natalie Kelly. The post Tech Tips: Best Advice for Improving Client Intake appeared first on Attorney at Work.

article thumbnail

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?

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Client Intake Form

Lawmatics

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?

article thumbnail

The 5 Stages of an Effective Legal Client Intake Process

MatterSuite

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.

article thumbnail

The 5 Stages of an Effective Legal Client Intake Process

CaseFox

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.

article thumbnail

What Does Legal Software Do?

Lawmatics

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. Let’s look at some frequently asked questions about legal software: What are the Types of Legal Software?

article thumbnail

Evaluating Legal Software: The Cost of the Status Quo

Clio

As per the latest Legal Trends Report , lawyers are still spending the majority of their day on non-billable tasks. When using traditional methods, lawyers and firm staff may talk to the potential client over the phone or via email, often with a lot of back and forth.