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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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. Here are just a few possibilities, keeping in mind that cloud-based legal practice management software can help firms perform their daily tasks anytime, anywhere.

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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. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

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Lawmatics

AUGUST 15, 2024

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Establish a clear and consistent 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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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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Above the Law - Technology

MARCH 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

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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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Lawyerist

OCTOBER 25, 2024

And, understandably, the heart of their message speaks to the betterment of existing strengths: “100% Tabs3 Software in the cloud.” Tabs3 Billing This tool sets the standard for legal time and billing software. Experienced engineers handle data backups, software updates, and any other required service. based support personnel.

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LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

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Lawmatics

JULY 9, 2024

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?

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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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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 is an intuitive legal task management software that’s capable of serving individuals and teams alike.

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Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Compliance.

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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.

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Clio

JANUARY 8, 2025

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. Automattic will ensure your blog stays online, and updates and maintains the relevant software. You take care of the writing and posting.

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Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Address client needs.

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Lawmatics

MARCH 18, 2025

We know running a law firm means juggling a ton of software. And while each tool is supposed to make things easier, sometimes it feels like they just add more to your plate with duplicate data entry, wasted time, and clients who feel neglected. Technology should lighten the administrative load, not add to it.

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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.

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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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Clio

NOVEMBER 21, 2024

It also integrates with Clio’s legal practice management software, so you can manage everything from one platform. They’re specifically designed for busy legal professionals, offering built-in features like secure client intake forms, communication tools, and integrated scheduling.

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Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What information does the client intake form gather?

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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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MatterSuite

MAY 26, 2023

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.

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CaseFox

MAY 18, 2023

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.

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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?

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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. Here’s how to make the most of your legal CRM software. Client intake.

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Rocket Matter

MARCH 28, 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. SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Create a roadmap for growth and expansion.

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Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. As an administrative matter, logging calls and emails is essential to the client intake process. You can then use this client information to pick up where your colleagues left off.

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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. Census industry estimate.

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

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LawSites

MAY 9, 2022

LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting. Joining me to demonstrate how it works is John Levesque , cofounder of LollyLaw and now co-general manager of LollyLaw at Paradigm.

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NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

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NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

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Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

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Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. Do you need to be able to access the software both in-office and remotely? Of course, not every law office needs every kind of software. While there are many tech options available to law firms, not every law office needs every kind of software.

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LawSites

NOVEMBER 10, 2022

“Both Lawmatics and MyCase represent innovative answers to different problems in case management and client intake,” said Spiegel, who is Lawmatics CEO. After starting a second software company in a different vertical, he returned to legal in 2017 to found Lawmatics.

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