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

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

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

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

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

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

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

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.

Client Intake 96

Client Intake Law Law Law firm 96

Rocket Matter

NOVEMBER 25, 2024

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. With advanced technology for law firms, experts can reduce the time they spend on repetitive tasks and place more effort on more demanding activities like client strategy.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

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.

Practice management 59

Practice management Paralegal Client Intake Legal marketplace 59

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. They require secure, compliant software to store and process personal health information in compliance with HIPAA regulations.

Law solutions 113

Law solutions Injury Lawyer Lawyer Time-tracking 113

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

Clio

NOVEMBER 26, 2024

The best way to reduce reliance on traditional mail services is to adopt various technological solutions that streamline communication, document delivery, and client management. Adopt secure client portals Leveraging client portals can help law firms stay in touch with clients without relying on traditional mail methods.

Law firm 88

Law firm Law Law Client Intake 88

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.

Document automation 98

Document automation Case management Immigration lawyer Bankruptcy 98

LawSites

JUNE 13, 2022

In light of that, I reached out to CEOs and executives at several practice management companies for their thoughts on the deal — including on how it may impact their partnerships with LawPay going forward. The clear trend, he said, is for software providers to develop their own payments stack. Jack Newton, Clio.

Practice management 98

Practice management Workers Compensation Software Client Intake 98

Centerbase

OCTOBER 19, 2023

That’s why so many firms have turned away from manual processes toward law firm management software. But not all legal practice management software platforms are created equal. Industry-leading law practice management software is different.

Law firm 52

Law firm Software Time-tracking Practice management 52

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 75

Lawyer Client Intake Time-tracking Law firm 75