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.

Attorney 111

Attorney Law firm Practice management Client Intake 111

Lawyerist

OCTOBER 25, 2024

For this growing audience, they created Tabs3 Cloud, a complete cloud billing, accounting, and practice management solution. And, understandably, the heart of their message speaks to the betterment of existing strengths: “100% Tabs3 Software in the cloud.” based support personnel.

Time-tracking 60

Time-tracking Practice management Client Intake Software 60

LawSites

NOVEMBER 10, 2022

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. ” Learn more about Lawmatics at the LawNext Legal Technology Directory.

Practice management 98

Practice management Criminal defense lawyer Criminal Defense Client Intake 98

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

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.

Client Intake 52

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

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

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

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

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

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. The cost of not having such software is too great to not act.

Practice management 52

Practice management Software Attorney Time-tracking 52

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

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

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. that makes investments of $5 to $15 million in early growth stage B2B software companies. ”

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

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

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

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.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

Rocket Matter

FEBRUARY 18, 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. Get free e-book Starting your own law firm is an exciting venture that offers the promise of professional independence and the opportunity to shape a legal practice around your values.

Law firm 52

Law firm e-filing Law Law 52

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

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. Its cofounders, brothers John Levesque and Todd Levesque , are both joining Paradigm as co-general managers of LollyLaw. Continuing Expansion.

Practice management 52

Practice management Case management Software Immigration lawyer 52

Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. To make sure that you’re investing in technology that drives your law firm forward, start by answering a few questions about your practice: What are your firm’s overall strategy and business objectives? Conclusion.

Law firm 130

Law firm Law Law Client Intake 130

Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. What is Intake Software Used For? What is the Purpose of an Intake Software?

Software 52

Software Client Intake Document management Billing software 52

Attorney at Work

SEPTEMBER 15, 2022

Instead, in the past decade, the popularity of legal project management has grown exponentially. Offering a legal service is, of course, quite different from developing a new disinfectant, or building a software application or a material object. A client intake staff member can create a new board for each potential client.

Attorney 109

Attorney Client Intake Time-tracking Practice management 109

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

Rocket Matter

JANUARY 27, 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. Get free e-book How do you make your firm the go-to choice for clients? The answer lies in your law firm branding. Schedule a demo and make your firm the go-to choicetoday.

Law firm 72

Law firm Law Law Attorney 72

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.

Paralegal 105

Paralegal Client Intake e-filing Document management 105

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 98

Lawyer Client Intake Time-tracking Law firm 98

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

Rocket Matter

OCTOBER 24, 2022

Instead, implement time-tracking software that can run multiple timers at once. Plus, if you track time with software, you can use reporting tools to assess which tasks are taking you the longest. Also, consider using email less and implementing legal practice management software. Do: Make the most of your tools .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97