Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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MatterSuite

MAY 26, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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Legal Tech Monitor

JUNE 16, 2023

Earlier this month, the American Bar Association issued a formal opinion that provides guidance on a lawyer’s ethical obligations when delegating client intake tasks to nonlawyer assistants. How should lawyers be involved in the client intake process? Citing In re Phillips , 226 Ariz.

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Attorney at Work

APRIL 20, 2022

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.

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Rocket Matter

NOVEMBER 22, 2022

Your law firm’s intake process sets the tone for your ongoing client-attorney relationship, so why not start strong? . Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Benefits to attorneys .

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Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

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LawSites

MARCH 2, 2023

Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.

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Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

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Lawmatics

APRIL 16, 2024

Client intake is extremely important for law firms, as it establishes the attorney-client relationship and converts a prospect into a paying client. She then attends the appointment and decides to hire the attorney. How Does the Intake Stage Work? Manual intake workflows tend to be: Time consuming.

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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. What is the Purpose of an Intake Software? What Type of Software do Attorneys Use? The post What is Intake Software?

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Lawmatics

APRIL 25, 2024

Creating an effective intake process for a law firm is crucial for efficiently managing client inquiries, ensuring that relevant information is gathered, and setting the stage for successful client representation. Regularly review and evaluate your intake process to identify areas for improvement.

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Rocket Matter

NOVEMBER 14, 2023

You know many attorneys at your firm are burning the midnight oil. And one of the biggest downsides is an associated delay in logging hours. Without automatic time-tracking, attorneys may wait until the end of the day to record their hours, and that leads to lost revenue. There are so many micro benefits as well.

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Martindale-Avvo

JUNE 30, 2023

Next to Memorial Day weekend , DWI attorneys may experience high levels of activity on Independence Day, depending on several factors. As a result, DWI attorneys may see a higher volume of clients seeking legal representation for DUI/DWI charges during this time. Got a question for your area of practice in a specific location?

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Martindale-Avvo

FEBRUARY 13, 2024

Whether you own an established practice or are just starting your firm, an efficient intake process is vital for boosting conversions and keeping your practice running on all cylinders. Here is what you need to know about the client intake process and some legal intake solutions for small law firms.

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Martindale-Avvo

APRIL 8, 2024

With unlimited storage and unmetered bandwidth, attorneys can publish pages that showcase their practice and reputation – all with world-class customer support. Why should attorneys choose WebVantage? We’ve included measuring tools to capture analytics, lead details, and customer sources with a unique phone number and intake form.

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Rocket Matter

SEPTEMBER 26, 2023

Blog prompts: Generate 10 blog ideas for a personal injury law firm based on common questions people have for personal injury attorneys Create outlines for the blog ideas above, with a title and three sections Create a conversational 500-word blog post that gives advice for women navigating child custody mediation in New Jersey 6.

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Martindale-Avvo

AUGUST 30, 2023

Then, they can decide if they need professional legal assistance and complete a law firm intake form to request more information from a local attorney. Martindale-Nolo matches these intakes with local lawyers who can help by sending firms new leads. Before long, the law firm received fresh leads.

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Clio

JANUARY 15, 2024

Get more top attorney networking tips. Prepare for client intake before you meet your next client If you have yet to set up an automated client intake system, 2024 is the year to do it. To get you started, here’s a guide to client intake for law firms. Be sure to check these out!

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Clio

JANUARY 2, 2024

Attorneys who adapt can thrive will be best positioned to leverage these new technology tools effectively. What goals should you focus on when you’re an experienced lawyer, and what are the best goals for new attorneys? When you’re a new attorney, you want to soak up as much guidance as you can from more experienced lawyers.

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Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

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CaseFox

DECEMBER 8, 2023

Use Engagement Letters Engagement letters are crucial for lawyers and attorneys. This year’s New Year’s resolutions for attorneys should be using engagement letters. Prepare For Client Intake Before Meeting Them New Year’s resolutions for attorneys should also consist of this.

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Lawyerist

JANUARY 26, 2024

Offering remote assistants ideal for client-facing administrative tasks, Get Staffed Up (GSU) finds the fit from the top 1% of degreed, professionals from Latin America and South Africa. Since Get Staffed Up was founded by two attorneys, they understand the unique staffing needs of law firms.

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Martindale-Avvo

SEPTEMBER 27, 2023

Attorney Harry Steven Ellman focuses on providing legal counsel for situations involving business, civil, real estate, and estate law. We send these fresh leads to your firm, and you follow up with your potential client. ” “How do you get back into practice and also, how to leverage the internet?

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Clio

APRIL 10, 2024

Digital Documents One of the primary culprits behind excessive paper usage in law firms is the requirement for physical documents, often obligating attorneys, staff, and clients to print, sign, and file paperwork. With Clio Grow, firms can create customizable intake forms that clients can complete electronically.

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LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. ” Managing the Attorney-Client Relationship. million seed round in October 2020.

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LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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Lawmatics

NOVEMBER 7, 2023

Artificial Intelligence (AI) is increasingly used in legal technology to streamline processes, improve efficiency, and enhance decision-making for attorneys. Here are just some of the ways AI is currently in use in the legal industry: Client intake. As attorneys, a lot of us actually like writing. Legal research.

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Lawmatics

FEBRUARY 16, 2023

By creating engaging videos for your law firm, you can reach out to potential clients searching for legal information and services. When researching this article, I quickly encountered many traditional attorney videos that resembled this 2017 SNL Skit " Attorney Ad." So how are PI attorneys using this format on Youtube?

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Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. It can give clients access to self-scheduling—or not. This is generally a good idea.

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Lawmatics

FEBRUARY 15, 2023

In the context of the legal industry, an attorney CRM software refers to software used by law firms to manage and analyze customer interactions and data throughout the customer lifecycle. This includes marketing automation, contact management, sales management, and client intake. How does a CRM help law firms with client intake?

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Lawmatics

MARCH 23, 2023

Our user-friendly client portal allows for easy client-attorney communication, eliminating the game of email and phone tag. Lawmatics streamlines every step of the client intake process, from processing inquiries to securing paying clients. Task management features keep everyone on the same page.

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Centerbase

JULY 28, 2023

Direct costs include attorney fees, court filing fees, expert witness fees, and other case-specific expenses. How can we figure out which matters to take at the client intake stage? Our attorneys are billing a lot to a certain matter, and a lot of senior partners are working on this project.

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Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Legal workflows. Time and expense tracking.

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Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them. Simplify Client Communication.

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Attorney at Work

APRIL 30, 2021

10 things to know before you go looking for an attorney. You should also be reaching out to other attorneys and closely aligned referral sources for connections. Search for the profiles of attorneys you admire for inspiration. Speaking of networking with fellow attorneys, are you a member of any bar sections with a listserv?

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Attorney at Work

JANUARY 27, 2022

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. For example, CASEpeer was designed specifically for the unique requirements of personal injury attorneys. Patent Bots also analyzes USPTO data to help attorneys design better application strategies. (As

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