Clio

SEPTEMBER 8, 2024

How do you prepare for a lawyer-client interview? Conducting a great client interview is critical to an effective client intake process , and it’s an important initial step to providing a client-centered experience. You’ll also need to plan the interview structure and prepare attorney-client interview questions.

Client Intake 98

Client Intake Legal consultant Legal consultation Lawyer 98

Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

Client Intake 59

Client Intake Law Law Attorney 59

Legal IT Professionals

JANUARY 21, 2025

CARET Legal, a leading legal practice management platform for attorneys and legal professionals, today announces its new public API, along with the first out of the box integration with launch partner Lawmatics, the leading CRM, client intake, and marketing automation platform for law firms.

Law firm 147

Law firm Client Intake Practice management Law 147

Attorney at Work

SEPTEMBER 15, 2022

This is why legal project management is turning into a field of its own, innovating industry-specific techniques for improving client service and efficiency, in ways that increase client involvement and transparency. As law students, few litigators imagined themselves transitioning into project management roles after passing the bar.

Attorney 111

Attorney Client Intake Time-tracking Practice management 111

Clio

DECEMBER 4, 2024

Link building for lawyers isn’t just an SEO strategy—it’s the foundation of a solid online presence for modern law firms. But how can you get high-quality, relevant backlinks for your law firm’s website? Are you looking to attract high-intent clients in your area without exceeding your advertising budget?

Lawyer 98

Lawyer Time-tracking Client Intake Law firm 98

Attorney at Work

SEPTEMBER 27, 2024

An optimized client intake process is key to a law firm's growth. The post Optimize Your Law Firm’s Client Intake Process appeared first on Articles, Tips and Tech for Law Firms and Lawyers. Reduce your firm's administrative burden while converting more leads.

Client Intake 56

Client Intake Law Law Law firm 56

Clio

MAY 12, 2025

With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success. Bring the best service to your clients and make your practice more efficient with Clio Manage, our top-rated will and estate planning software. Learn more here!

Estate planning 52

Estate planning Attorney e-filing Document automation 52

Rocket Matter

JANUARY 27, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Get free e-book How do you make your firm the go-to choice for clients? Heres how: 1.

Law firm 72

Law firm Law Law Attorney 72

Lawmatics

AUGUST 15, 2024

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Improved case assessment.

Client Intake 52

Client Intake e-records Law firm Software 52

Rocket Matter

MARCH 11, 2025

The post How to Grow Your Law Firm: 10 Strategies for Sustainable Success appeared first on Rocket Matter. Get free e-book If youve been proactively working to grow your law firm , you know firsthand that the road to business success is fraught with challenges. The question is, whats the best way to grow your law firm ?

Law firm 52

Law firm Time-tracking Client Intake Law 52

Martindale-Avvo

NOVEMBER 13, 2023

Even the best lawyers are in competition with one another for clients with legal consumers adopting more consumer-like processes such as reading reviews and performing research prior to contacting an attorney. Here are six ways you can improve your client intake best practices to attain a full roster of clients.

Client Intake 52

Client Intake Attorney Time-tracking Bankruptcy 52

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. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Law Ruler’s CRM is Built With Growth In Mind.

Client Intake 52

Client Intake Law Law Time-tracking 52

Clio

JANUARY 8, 2025

Blogging is still one of the most powerful tools for building your law firms online presence, especially if youre just starting out. In todays digital landscape, a well-executed blog is essential for attracting potential clients. Schedule a demo today to see how easy it is to build your perfect law firm website. Dont have time?

Lawyer 95

Lawyer Client Intake Law firm Attorney 95

Rocket Matter

MARCH 28, 2025

The post Law Firm Management: Key Insights and Strategies for Success appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

Law firm 52

Law firm Client Intake Immigration lawyer Time-tracking 52

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.

Client Intake 52

Client Intake Practice management Software Law firm 52

Legal Talk Network

JUNE 21, 2022

Too often, law firms underestimate the importance of consultations. Too many firms look to increase their marketing and advertising spend, long before they take a hard look at the conversion rates of their initial consults and client intake process. . New client consultations are key to the growth and success of any law firm.

Law firm 130

Law firm Client Intake Law Law 130

Rocket Matter

OCTOBER 10, 2023

That means a mobile app, multiple timers for multiple clients, and automatic integration with invoicing software. This kind of robust law firm time-tracking software allows a lawyer to be on the go and just click start and stop. For example, instead of labeling it an “initial client consult,” always call it a “client intake call.”

Time-tracking 92

Time-tracking Attorney Client Intake Software 92

Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

Lawmatics

JULY 9, 2024

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40

Lawmatics

APRIL 30, 2024

Legal client intake forms are critical for an efficient client onboarding process. Firms traditionally created their intake forms manually, legal client intake automation improves efficiency, reduces time spent on administrative tasks, and enhances the client experience.

Client Intake 52

Client Intake Software Law firm Data protection 52

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? Because Model Rule 5.5

Client Intake 59

Client Intake Attorney Lawyer Legal advice 59

Rocket Matter

NOVEMBER 25, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Automating these tasks not only saves time, but also reduces human error.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Clio

SEPTEMBER 9, 2024

Your attorney website is more than a checkbox. It’s your firm’s first impression for clients, a critical component of your marketing strategy , and a key tool for establishing credibility. So, whether you’re revamping your current site or creating one from scratch, you might be wondering: How much are attorney websites?

Attorney 102

Attorney Law firm e-records Client Intake 102

Clio

JUNE 24, 2025

Ready to see how AI can work for your law firm? What is AI for small law firms? AI for small law firms refers to technology that performs tasks traditionally requiring human intelligence, such as reviewing contracts, researching case law, or drafting routine communications. Dealing with high client expectations.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

JANUARY 21, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Get free e-book Is your law firm struggling to keep up with repetitive document creation?

Document automation 52

Document automation Law firm Law Law 52

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. The result?

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

Clio

FEBRUARY 27, 2025

Employment law lead generation can be a complex and challenging process for many employment lawyers, particularly as they look to stand out in an inherently competitive and increasingly oversaturated market. Looking for a more reliable way to track your employment law firms leads and streamline the client intake process?

Law firm 52

Law firm Law Law Client Intake 52

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.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

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.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

Clio

APRIL 16, 2025

Yet, small law firm website design doesnt always get the care it deservesoften leaving potential legal clients with many unanswered questions and uncertainty about their next steps. A good website design for small law firms isnt a nice to haveits a must-have in 2025. Attorney bios. Contact information. About page.

Law firm 52

Law firm Law Law Client Intake 52

Clio

NOVEMBER 19, 2024

In a crowded legal market, personal injury (PI) law firms need a strong online presence to ensure they stand out and connect with their potential clients. With so many law firms competing for attention, especially in the personal injury space, appearing on the first page of Google results is essential to finding your ideal clients.

Injury Lawyer 98

Injury Lawyer Lawyer Time-tracking Law firm 98

Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. New innovations in legal tech have become the great equalizer for many law firms, helping them output that’s competitive with other, larger law firms. Selecting the Right Type of Law Office Technology.

Law firm 130

Law firm Law Law Client Intake 130

Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Compliance.

Client Intake 40

Client Intake Compliance Law firm Legal advice 40

Rocket Matter

FEBRUARY 20, 2025

The post Next Level Strategy: How Law Firms Should be Using Google Ads appeared first on Rocket Matter. If you run a law practice and need qualified leads who are eager to find your firm, Google Ads is a great way to start. Rocket Matter is here to share the details so you can get started today and land your first new clients.

Law firm 52

Law firm Injury Lawyer Time-tracking Accident Lawyer 52

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. ” Focus on Intake and Automation.

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

Rocket Matter

SEPTEMBER 26, 2023

By streamlining tasks, including marketing and client communications (which any lawyer knows can take up more time than expected), law firms that leverage AI can increase their profitability and productivity. Understandably, many law firms are cautious about utilizing ChatGPT and other AI tools.

Client Intake 96

Client Intake Law Law Law firm 96