Above the Law - Technology

MARCH 7, 2023

On this episode of LawNext, we take a closer look at Smokeball , the law practice management company whose roots are in Australia but that is firmly entrenched in the United States. They describe some of features that they believe distinguishes Smokeball from other practice management platforms.

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Clio

NOVEMBER 21, 2024

Clio Grow (Light Theme) Platform: Clio Grow Features: The light template in Clio’s website builder provides a sleek layout that makes it easy for prospective clients to find the info they’re looking for. It also integrates with Clio’s legal practice management software, so you can manage everything from one platform.

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Above the Law - Technology

APRIL 25, 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.

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Rocket Matter

NOVEMBER 25, 2024

Advanced Practice Management Systems: The Command Center for Law Firms Modern practice management software is cloud-based with CRM (client relationship management) capabilities. In a competitive legal world, AI is a winner. It helps you work smarter, stay ahead, and deliver the best legal services.

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Lawyerist

OCTOBER 25, 2024

For this growing audience, they created Tabs3 Cloud, a complete cloud billing, accounting, and practice management solution. PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more.

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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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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.

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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.

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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.

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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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Percipient

MARCH 31, 2025

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. What is the best legal practice management software?

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Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Additionally, SOPs should be periodically reviewed and updated to reflect changes in law or firm policies, ensuring that your practice remains agile and responsive to new challenges.

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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.

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Rocket Matter

MARCH 11, 2025

Firms that adopt innovative solutions gain a competitive edge through improved efficiency and client service. Legal practice management software is one of the best tools for streamlining your workflows and promoting innovation. The modern legal sector is too competitive to adhere to a this is the way weve always done it mindset.

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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.

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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.

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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.

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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. ”

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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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Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors.

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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.

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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.

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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?

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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.

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Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

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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

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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

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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

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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

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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

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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

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Clio

MARCH 28, 2025

There is a strong correlation between use of Clio features and increased client intake performance. Specifically, mid-sized firms using e-signatures, online search ads, online schedulers, and online intake forms saw higher revenues, better conversion rates, and faster time to hire. Ready to dive into these topics in more detail?

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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.

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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.

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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.

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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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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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