Article Client Intake Legal software 
Clio
NOVEMBER 19, 2024
Book a demo of Clio’s legal software today to discover how you can simplify case management, track client communications, and keep every detail organized, all in one place. Regularly post local content, such as blog articles about specific types of injuries or local legal updates.
Attorney at Work
APRIL 30, 2021
Then reach out to its editor with an article idea. to Canada to specifically help convert internet browsers into right-fit clients for lawyers in family law, and has been used by both small boutique firms and family law groups within larger full-service national firms. Here are a few no-cost ideas. First, take the time to read it.
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Centerbase
AUGUST 28, 2024
However, this journey isn’t as simple as purchasing the first legal software you come across online. It involves a step-by-step process of assessing your firm’s needs, conducting due diligence to select the right vendor for your firm, and implementing the software. Be sure to consider budgets during this assessment, too.
Rocket Matter
DECEMBER 29, 2022
While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks. .
Attorney at Work
JANUARY 7, 2022
Using a CRM can save time by eliminating redundancies such as entering the same information in multiple places for client intake versus client billing. If you are a Clio user, investigate Clio Grow, which allows you to automate your intake process, schedule consults and accept payments online. What tool to choose?
Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. When you open the app and create a new notebook, you can choose from a variety of different templates including legal paper.
Attorney at Work
JANUARY 11, 2022
. ‘Tis the season for legal technology predictions, which are entertaining but seldom useful. For example, Attorney at Work’s Top 20 Articles of 2021 captures the zeitgeist of what’s on the minds of small law firms. I explore five in this article. Smoking Guns Galore If You Can Defensibly Preserve Them.
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