Lawmatics

JUNE 8, 2023

As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.

Estate planning 52

Estate planning Time-tracking Lawyer Client Intake 52

Lawyerist

MAY 16, 2024

This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.

Client Intake 72

Client Intake Law Law Time-tracking 72

Clio

JULY 3, 2024

Tuller, explains how this strategy works at his firm: “For our law firm, we have found that we gain the most traction through writing timely educational articles about estate planning-related issues. Email marketing is also easy to measure, with marketing platforms offering analytics like how many people open your email.

Law firm 98

Law firm Law Law Time-tracking 98