Clio

MARCH 28, 2025

Or skip ahead to download the 2025 Legal Trends for Mid-Sized Law Firms report and get even more insights on AI, alternative payment options, client marketing, firm spending, and more! Predictive legal analytics (52%) and eDiscovery solutions (53%) are also popular. Where does the data come from?

Law firm 52

Law firm Electronic payment Law Law 52

Attorney at Work

APRIL 30, 2021

Instead of potential clients being told to download a brochure or booklet to gain information, they get to watch and learn from their potential lawyer via video. For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms. Settify has expanded from Australia and the U.K.

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

Rocket Matter

DECEMBER 17, 2024

By analyzing data on client cases, billing practices, and intake procedures, you can identify potential bottlenecks that may be hindering your firms long-term growth. Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Determining your paperless processes 2.

Law firm 52

Law firm Law Law Legal CRM 52

Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 111

Attorney Client Intake Time-tracking Practice management 111

Rocket Matter

FEBRUARY 25, 2025

Download free guide Legal Digital Transformation : 5 Steps to Modernize Your Law Firm Theres no denying the truth: Law firms that fail to embrace digital transformation risk falling behind. Advanced Analytics: Leverage advanced reporting features to analyze case performances, client acquisition rates, and financial metrics.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Cutting the fluff from client intake . Is your client intake process efficient ?

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

JULY 25, 2024

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Moreover, Rocket Matter provides valuable analytics and reporting capabilities. Implement effective financial management. Track income, expenses, and cash flow. Make data-driven decisions.

Law firm 59

Law firm Time-tracking Law Law 59

Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work. Download free guide 5.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

Rocket Matter

FEBRUARY 20, 2024

This technology centralizes and organizes your leads and all contact touch points throughout the client journey into one platform. It can further transform your client relationships through client intake and marketing automation , allowing you to focus on what you do best: practicing law. Download free guide 3.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 52

Rocket Matter

MAY 23, 2023

Download free guide 3. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement. With automation, after a one-time setup, your software would complete these tasks for you on an ongoing basis.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

JULY 22, 2022

Do you want to up your client intake? Your helpful online content might get a potential client to check your website. And if they filled out a form to receive a downloadable guide, you’ll have their contact information. Intake analytics. Do you want to grow in a certain niche?

Lawyer 52

Lawyer Law firm Client Intake Analytics 52

Martindale-Avvo

JANUARY 25, 2023

Just as seasons change, so might new client intake at your law firm. Sometimes gaining new clients may work well or even better than expected. Review and evaluate your analytics to determine a long-term strategy. You can even download a CSV file for further analysis. Tip 1: Know that seasons come and go.

Attorney 52

Attorney Time-tracking Analytics Law firm 52

Lawmatics

MARCH 6, 2024

Rich content creation: Develop comprehensive articles, guides, and FAQs that address these client concerns in a clear, informative manner, avoiding legal jargon and empowering your clients. Utilize various formats: Incorporate various content formats like infographics, downloadable guides, and blog posts for a broader appeal.

Time-tracking 40

Time-tracking Law Law Immigration lawyer 40