article thumbnail

5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. For example, automating the intake process can help you vet and onboard clients more efficiently, eliminating time wasted on prospects who aren’t a good fit. Misunderstandings When Evaluating Intake Software.

article thumbnail

How Attorneys Should Track Their Time

Rocket Matter

Missing out on those billable hours causes a major issue—for the lawyer who may be in danger of losing their job for not having enough billable hours and for your firm, which needs to grow and counts on client-paid time for revenue. Missing hours also comes down to an accuracy problem. In fact, many lawyers forget more than that.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Initial Legal Consultation: Lawyer-Client Intake Interview Questions

Clio

When it comes to initial interviews with potential clients, are you asking the right lawyer-client interview questions? Lawyers devote significant time , energy, and marketing money to nurturing leads and winning new clients. Here again, an online intake tool can make this easier for you and the client.

article thumbnail

Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Conduct a thoughtful pre-screening To avoid wasting time on clients who are not a good fit for your practice, conduct a thorough pre-screening process.

article thumbnail

Client Intake Software

Lawmatics

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?

article thumbnail

Essential Strategies for Transparent Legal Time Tracking and Client Communication

Rocket Matter

In short, you need it to maintain a positive client relationship. Here are six strategies to keep your time-tracking client-centered. 1. But these (excellent) reasons aren’t the only reasons to time track. If attorneys use the same time entry labels for tasks, it will be clearer to clients.

article thumbnail

How Law Ruler Streamlines Client Intake Forms

Attorney at Work

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.