Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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Client Intake Practice management Software Law firm 52

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

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. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

Client Intake 56

Client Intake Law firm Time-tracking Law 56

LawSites

MARCH 2, 2023

Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.

Client Intake 52

Client Intake Practice management Estate planning Law 52

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

Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

Client Intake 52

Client Intake Law Law Time-tracking 52

NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

Client Intake 40

Client Intake Software Case management Practice management 40

NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

Client Intake 40

Client Intake Software Case management Practice management 40

Rocket Matter

NOVEMBER 22, 2022

Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Streamlined client intake benefits more than your clients, though.

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

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

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

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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Legal CRM Client Intake e-filing e-records 98

Centerbase

AUGUST 28, 2024

As the legal landscape becomes more complex and competitive, adopting modern law practice management software is one of the best ways to help your law firm keep up. Legal technology can greatly increase your competitive advantage, make your operations more efficient, and continuously enhance client service.

Practice management 52

Practice management Software Due diligence Legal software 52

Martindale-Avvo

NOVEMBER 13, 2023

While providing excellent service and enhancing your reputation as a trustworthy practitioner is important, it’s often the smallest details that make the biggest difference when generating new business for your legal practice. 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

Centerbase

AUGUST 7, 2024

If your firm isn’t using an all-in-one legal practice management software to streamline firm and client operations, you’re missing out on the highest level of efficiency and competitive advantages to set your firm apart. What’s the cost of not having legal practice management software?

Practice management 52

Practice management Software Attorney Time-tracking 52

Lawmatics

MARCH 23, 2023

Our CRM platform has been listed in their Practice Management Buyer’s Guide for 2023. Our user-friendly client portal allows for easy client-attorney communication, eliminating the game of email and phone tag. Check out the full review in Legal Tech Publishing’s Practice Management Buyer’s Guide: 2023 Edition here.

Practice management 52

Practice management Legal tech Legal tech Client Intake 52

NSLT

NOVEMBER 4, 2019

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

MARCH 23, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

JULY 3, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

NOVEMBER 4, 2019

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

MARCH 23, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

NSLT

JULY 3, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

Practice management 40

Practice management Software Client Intake Law 40

Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.

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Attorney Client Intake Time-tracking Practice management 116

LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

LawSites

JULY 28, 2021

Law practice management company Clio has acquired the automated court-calendaring company CalendarRules , Clio’s first acquisition since becoming the first law practice management company to achieve unicorn status earlier this year and its second acquisition ever.

Court 98

Court Client Intake Practice management Law firm 98

LawSites

MAY 9, 2022

On this episode of the video series How It Works : LollyLaw , a cloud-based, all-in-one case management platform for immigration law firms. LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting.

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Case management Law firm Immigration lawyer Client Intake 98

Rocket Matter

SEPTEMBER 26, 2023

Content developed with generative AI should always be considered a rough draft and should be carefully reviewed for accuracy by a subject matter expert prior to use or distribution.

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Client Intake Law Law Law firm 96

NSLT

OCTOBER 13, 2016

First Look: Intake123 While there are a lot of choices for legal practice management software, there are far fewer for client intake and customer relationship management (CRM). Intake software should allow attorneys to systematize that process with standardized forms and other tools.

Practice management 40

Practice management Software Client Intake Attorney 40

NSLT

OCTOBER 13, 2016

First Look: Intake123 While there are a lot of choices for legal practice management software, there are far fewer for client intake and customer relationship management (CRM). Intake software should allow attorneys to systematize that process with standardized forms and other tools.

Practice management 40

Practice management Software Client Intake Attorney 40

LawSites

APRIL 20, 2022

The law practice management company Paradigm has acquired LollyLaw , a cloud-based, all-in-one practice management platform designed for immigration law firms. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client-intake process.

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Practice management Case management Software Immigration lawyer 52

LawSites

JANUARY 25, 2022

Since its formal launch in June 2020 , Lexicon has taken a unique approach to providing a solution to lawyers’ practice management needs. With the market for practice management software already crowded, a key way Lexicon distinguishes itself is by tightly integrating its software with complementary service offerings.

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Practice management Paralegal Client Intake Legal marketplace 59

LawSites

FEBRUARY 21, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. We appreciate their support and hope you will check them out.

Paralegal 105

Paralegal Client Intake e-filing Document management 105

Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

Case management 96

Case management Client Intake Time-tracking Attorney 96

Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Clio

JANUARY 15, 2024

Clear communication, thoughtful processes, and consideration for the entire client journey makes for happier clients, more referrals, and more pleasant client interactions overall. Investing in legal practice management (LPM) technology can also help your client relations.

Lawyer 78

Lawyer Client Intake Time-tracking Law firm 78

Attorney at Work

OCTOBER 10, 2022

Tips to Avoid Outstanding AR Establish clear policy during intake meetings Send invoices electronically Allow payments via credit card, eCheck, or ACH Automate Processes Within Your Legal Practice Management Use invoice templates and batch-send invoices Automate payment reminders Provide multiple avenues to get paid.

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Law firm Law Law Practice management 116

Legal Tech Blog

OCTOBER 10, 2023

Clio , calling itself the world’s leading provider of cloud-based legal technology, has announced a new end-to-end solution designed for law firms with personal injury practices. And we know this is especially true for firms with multiple practice areas.

Law solutions 113

Law solutions Injury Lawyer Lawyer Time-tracking 113

LawSites

OCTOBER 20, 2022

The new product is being built on the NextChapter case management platform, adapted from the NextChapter bankruptcy platform that Fastcase acquired in 2019. is the developer of Visalaw.bot, a tool to help immigration firms with client intake, which won the College of Law Practice Management’s InnovAction award in 2019.

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Document automation Case management Immigration lawyer Bankruptcy 98