LawSites

APRIL 5, 2023

81% of legal consumers seek referrals before retaining an attorney or firm. The ‘who’ will inform the ‘what’ and ‘when’ of your email strategy. No matter the size or practice area of your law firm, these six legal marketing emails will immediately elevate your email marketing and communications strategy: 1. Patrick is the Jr.

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Law firm Bankruptcy Law Law 126

Clio

NOVEMBER 26, 2024

Delayed delivery of documents and communications Firms that rely on Canada Post to mail documents, cheques, and correspondence will face significant delays in sending and receiving information. Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online.

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Law firm Law Law Client Intake 88

Rocket Matter

JULY 15, 2024

More specifically, there can be a significant difference between generic and legal-specific CRMs. Using a legal CRM rather than a generic one is crucial because it is tailored to meet the specific needs and nuances of legal practice.

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Legal CRM Time-tracking Client Intake Law firm 52

MatterSuite

NOVEMBER 29, 2024

It is also its proactive approach that ensures that clients feel as informed as they need to be or indeed as valued. Use a legal CRM for follow-ups CRM is the software that automates communication with legal clients. A legal CRM allows attorneys to: Hold records and preferences of the client data.

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Law firm Legal CRM Law Law 52

Rocket Matter

APRIL 11, 2023

A legal CRM, however, can help firms provide personalized, consistent touchpoints that serve to strengthen existing relationships and retain clients for the long term. From a case matter perspective, legal CRMs can help you and your clients communicate more effectively. Schedule your free demo today to get started.

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Legal CRM Client Intake Time-tracking Practice management 52

Rocket Matter

DECEMBER 18, 2024

When your website is integrated with a CRM, you can automate this initial engagement. As soon as a prospect completes a form or requests information, your CRM can trigger email responses or SMS follow-ups, which guides leads down your sales funnel. Schedule a demo now and get on track to transforming your practice.

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Time-tracking Legal CRM Law firm Client Intake 52

Lawmatics

OCTOBER 10, 2023

A CRM is a type of technology that manages all of an organization’s relationships with current and potential clients. However, legal CRM software helps law firms manage this data in a centralized and organized manner so that it can be accessed to improve their customer service and business processes. Operational.

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Legal CRM Client Intake Time-tracking Analytics 52

Rocket Matter

DECEMBER 1, 2022

A legal CRM can make a huge difference in how you handle your client relationships. If you’re interested in learning more about how legal CRM software can set you up for success in 2023, this blog is for you. . You no longer have to sit down with your clients in person to gather their information.

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Legal CRM Client Intake Time-tracking Software 52

Rocket Matter

OCTOBER 29, 2024

A robust legal client relationship management (CRM) platform like Rocket Matter CRM can help you leave the days of frustrating, time-eating phone tags and missed opportunities behind. A legal CRM can automate personalized follow-up messages via email or text to improve your speed to lead —i.e.,

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Time-tracking Legal CRM Practice management Software 52

Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . Do: Make the most of your tools .

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Law firm Time-tracking Client Intake Billing software 97

Rocket Matter

SEPTEMBER 26, 2023

This means that, currently, the model can’t retrieve information from proprietary databases, subscription-based content, or other online resources in real time. Client intake prompts: Draft a welcome letter for a new client who is signing with my personal injury law firm.

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Client Intake Law Law Law firm 96

Martindale-Avvo

MARCH 12, 2024

In the simplest terms, it’s someone with a legal issue relevant to the services you provide who is interested in learning about how your firm can help solve their issue and has somehow shared their contact information with you. A legal CRM solution allows you to keep track of the details of each lead and follow-up appropriately.

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Criminal Defense Estate planning Legal CRM Law firm 105

Legal Tech Monitor

JULY 25, 2023

Today LexisNexis® Legal & Professional is announcing the launch of InterAction+™, a new cloud-based legal CRM that integrates the workflow around law firm contacts into Outlook and leverages the firms existing Lexis subscriptions to deliver business intelligence into the CRM experience.

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Analytics Legal CRM Litigation Litigator 52

Dewey B Strategic

JULY 25, 2023

Today LexisNexis® Legal & Professional is announcing the launch of InterAction+™, a new cloud-based legal CRM that integrates the workflow around law firm contacts into Outlook and leverages the firms existing Lexis subscriptions to deliver business intelligence into the CRM experience.

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Analytics Legal CRM Litigation Litigator 52

Rocket Matter

FEBRUARY 20, 2024

CRM software. It acts like an ultra-efficient assistant who never sleeps, storing client information and intelligently managing and nurturing leads through automated follow-ups. There are just certain things in life that you wouldn’t, even couldn’t, do without a little research and background information. The solution?

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Time-tracking Legal CRM Client Intake Law firm 52

Rocket Matter

DECEMBER 10, 2024

Use this information to tailor your marketing messages or shift resources to attract clients your competitors are missing. Plus, use Rocket Matters Legal CRM to keep client communication consistent and build relationshipsit can be a differentiator in a crowded market. Running a legal practice is definitely one of those things.

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Law firm Legal CRM Time-tracking Law 52

Rocket Matter

JANUARY 21, 2025

Its much quicker to click a button and produce a document than it is to find a similar document, open it in Word, save a copy to the right location, and copy the information you need into that document. There are just certain things in life that you wouldnt, even couldnt, do without a little research and background information.

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Document automation Law firm Law Law 52

Rocket Matter

FEBRUARY 24, 2023

Consider introducing the change a month or two in advance (along with plenty of reminders), so your clients know what to expect when the system goes live. Make sure your fee and billing information is clear and easily accessible When it comes to client billing, surprises are the enemy.

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Lawmatics

FEBRUARY 7, 2023

CRM insights can help your team understand your potential customers better so you can nurture leads and convert them into clients. Understanding the Role of Legal CRMs A legal CRM is an indispensable tool for law firms to serve their clients best.

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Lawyer Legal CRM Law firm Client Intake 40

Martindale-Avvo

MARCH 12, 2024

In the simplest terms, it’s someone with a legal issue relevant to the services you provide who is interested in learning about how your firm can help solve their issue and has somehow shared their contact information with you. A legal CRM solution allows you to keep track of the details of each lead and follow-up appropriately.

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Criminal Defense Estate planning Legal CRM Law firm 92

Rocket Matter

JULY 5, 2023

The calendaring and contact management features track deadlines, to-do lists, conflicts of interest, and client information from wherever you’re working that day. Using a legal practice management program like Rocket Matter will help you identify the pain points and bottlenecks that eat into your billable time.

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Time-tracking e-filing Practice management Law Office 93

Legal IT Professionals

JULY 25, 2023

LexisNexis ® Legal & Professional, a leading provider of information and analytics, today announced the launch of InterAction+™, a new cloud-based legal CRM that unites a feature-rich business development tool with a modern user experience, cloud infrastructure, and exclusive content from LexisNexis ® to help lawyers manage relationships and identify (..)

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Legal CRM Analytics Lawyer 40

Rocket Matter

OCTOBER 3, 2023

What’s more, it doesn’t connect to your practice management or billing software, creating a silo of information. Excel sheets : Easier to organize than calendar entries, Excel sheets are a faster way to track and count billable hours.

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Time-tracking Lawyer Due diligence Software 97

Rocket Matter

OCTOBER 23, 2024

Power up your client relationships: why a CRM is an invaluable growth tool for law firms Strong client relationships are the foundation of law firm growth, but maintaining and cultivating these connections can be challenging without the right support.

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Time-tracking Document management Legal CRM Practice management 52

Rocket Matter

JUNE 17, 2022

When you integration your practice management and document tools, generating common legal documents can be done seconds—and you can even automatically populate document fields with information pulled from the client’s matter file. Syncing this information keeps your accounting books up to date and keeps your financials transparent.

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Practice management Software Time-tracking Legal CRM 52

Rocket Matter

OCTOBER 15, 2024

Data provides insights into client behavior and market trends that empower informed decision-making on resourcing, area expansion, and strategic planning. The software solution enabled every staff member to get information related to pending tasks, event calendar, and client account balances.

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Law firm e-filing Time-tracking Law 52

Rocket Matter

AUGUST 8, 2023

When two different systems of record don’t integrate, you end up spending a lot of time transferring information between them. And this applies to your billing and accounting system! The billing and accounting tools are integrated within its legal practice management software.

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Law firm Time-tracking Law Law 85

Rocket Matter

SEPTEMBER 5, 2023

There are just certain things in life that you wouldn’t, even couldn’t, do without a little research and background information. Running a legal practice is definitely one of those things. When you make data-informed decisions about how to allocate your firm’s resources, you’ll see higher profits and more financial stability.

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Time-tracking Software Practice management Attorney 98

Rocket Matter

DECEMBER 26, 2023

Check. Legal CRM? A fully integrated legal practice management suite creates a powerful single source of truth for your law firm, easing the challenges of managing client information, matters, and operations. 4. Check. Online payment portal? Check. eSignature? Check. File-sharing? Check. Time tracking?

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

AUGUST 22, 2023

Drafting documents based on well-vetted templates also reduces typos and human errors that could send you back to the drawing board. #8 Client Portal Your clients need to stay informed. A client portal makes this possible by allowing you to share documents and information with your clients securely online.

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Time-tracking Law firm Software Legal CRM 90

Lawmatics

FEBRUARY 6, 2024

Essential information is hidden in long scrolls of incomprehensible numbers, cluttered with irrelevant data. Data that matters most, at a glance Imagine having immediate access to the information that drives your success all in one central location.

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Time-tracking Client Intake Legal CRM Paralegal 59

Rocket Matter

NOVEMBER 21, 2022

You can gather information from: . Depending on what information you request, they may provide data such as their name, contact information, and practice area they need help with. Once they submit that information, their details will be collected in your database. . Collect the right data . Client intake forms .

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Law firm Time-tracking Client Intake Law 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. These forms can be tailored to gather specific information relevant to different types of legal cases.

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Software Client Intake Document management Billing software 52

Lawmatics

FEBRUARY 14, 2023

Avvo, whose name comes from avvocato (the Italian word for lawyer), is a neutral platform, meaning that attorneys cannot pay to improve their ratings or conceal negative information about themselves. How to leverage Avvo : When you claim your Avvo profile, you can post critical information about your firm, including your rates.

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Legal CRM Time-tracking Attorney Lawyer 52

Lawmatics

NOVEMBER 7, 2023

Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI makes it easy for firms to create their own intake process and efficiently capture client information with client intake form templates. Legal research. Is there a legal AI like ChatGPT? E-discovery. Virtual assistants.

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Client Intake Due diligence Analytics Legal advice 59

Rocket Matter

JULY 25, 2024

Leveraging Legal Practice Management Tools Technology has become an indispensable tool for modern law firms. Legal practice management software, such as Rocket Matter , offers a platform to streamline operations and enhance efficiency. Timely Updates.

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Law firm Time-tracking Law Law 59

Rocket Matter

JULY 15, 2024

Build a Professional Website A well-designed and informative website is crucial for attracting leads for your law firm and making a lasting impression. It should provide clear and concise information about your practice areas, attorney bios, and contact details.

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Attorney Injury Lawyer Law firm Legal CRM 52