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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Client Intake Software Law firm Data protection 52

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

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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Client Intake Software Case management Practice management 40

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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Client Intake Law firm Time-tracking Law 56

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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NSLT

JANUARY 30, 2017

Lexicata CRM and Client Intake Software Lexicata focuses only on CRM (customer relationship management)—basically lead management, client intake, and client retention. Lexicata has an impressive combination of tools, including a form builder, a lead tracker, engagement letter templates, and automated emails.

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NSLT

JANUARY 30, 2017

Lexicata CRM and Client Intake Software Lexicata focuses only on CRM (customer relationship management)—basically lead management, client intake, and client retention. Lexicata has an impressive combination of tools, including a form builder, a lead tracker, engagement letter templates, and automated emails.

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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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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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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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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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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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NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

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NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

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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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NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

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NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

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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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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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Client Intake Attorney Legal advice Document management 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.

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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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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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NSLT

MARCH 24, 2017

Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM. For lead tracking, law firms are still relying on case management software to do something it’s not built to do. Here are 3 benefits of using a CRM for lawyers: Read the Article: Here Learn More About Lexicata: Here

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NSLT

MARCH 24, 2017

Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM. For lead tracking, law firms are still relying on case management software to do something it’s not built to do. Here are 3 benefits of using a CRM for lawyers: Read the Article: Here Learn More About Lexicata: Here

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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

FEBRUARY 21, 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.

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

FEBRUARY 21, 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.

Client Intake 40

Client Intake Software Case management Law firm 40

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.

Client Intake 40

Client Intake Software Case management Law firm 40

Attorney at Work

SEPTEMBER 15, 2022

Offering a legal service is, of course, quite different from developing a new disinfectant, or building a software application or a material object. Your firm may not be in a position to hire a legal project manager, but many software programs out there can help lawyers manage ongoing and chaotic workflows.

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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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Attorney at Work

JULY 21, 2022

From automating client intake, to collaborating on PDFs in real-time during the form filling process, LollyLaw helps streamline every aspect of your work. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process. About LollyLaw.

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Rocket Matter

OCTOBER 10, 2023

That means a mobile app, multiple timers for multiple clients, and automatic integration with invoicing software. This kind of robust law firm time-tracking software allows a lawyer to be on the go and just click start and stop. The right software has a spot for that. Add it on desktop or mobile.

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