Rocket Matter

NOVEMBER 25, 2024

The Efficiency Imperative: Why Lawyers Need to Embrace Technology We are now in an era when clients demand fast turnaround times and value for money. This places huge demands on lawyers and their teams, making the old ways of working simply unsustainable. Inefficiency brings a host of problems for lawyers.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Clio

NOVEMBER 19, 2024

This guide explores essential SEO strategies for personal injury lawyers, from targeting the right personal injury keywords to optimizing for local search. 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.

Injury Lawyer 98

Injury Lawyer Lawyer Time-tracking Law firm 98

Attorney at Work

MARCH 15, 2022

Automating your client intake process seems like a no-brainer. For an interesting take on CRM systems that don’t break the bank, read “ Why Every Lawyer Needs a CRM System ” by employment lawyer Andrew Lacy. Intake solutions limit where lead sources can come from.

Client Intake 115

Client Intake Software Time-tracking Case management 115

Clio

MAY 26, 2025

In the world of criminal defense law, credibility means everythingand your criminal defense attorney website design plays a crucial role in building that trust. Potential clients are often in a vulnerable state when they start looking for legal help. Secure client intake forms. It shows credibility.

Criminal Defense 59

Criminal Defense Attorney Criminal defense lawyer Client Intake 59

Attorney at Work

SEPTEMBER 15, 2022

Project management tools can help lawyers with ongoing, chaotic, unpredictable workflows. As one legal project manager commented, “Lawyers have been playing the role of accidental project manager for many years.”. A client intake staff member can create a new board for each potential client. In 1931, Neil H.

Attorney 115

Attorney Client Intake Time-tracking Practice management 115

Clio

MAY 12, 2025

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Learn more here! Regulatory support.

Estate planning 52

Estate planning Attorney e-filing Document automation 52

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

Attorney at Work

APRIL 30, 2021

During the pandemic, lawyers have experienced changes in how they connect with people — including those who might need their services. So what are some of the best online business development options lawyers have been using, and that you could be using too? 10 things to know before you go looking for an attorney. I thought so.

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

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. Matt Spiegel , cofounder and CEO, said Lawmatics aims to change the way lawyers drive business.

Legal CRM 134

Legal CRM Client Intake Lawyer Time-tracking 134

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 58

Client Intake Law Law Law firm 58

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? Personal Representation.

Client Intake 52

Client Intake e-records Law firm Software 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

Rocket Matter

OCTOBER 10, 2023

Here’s the thing—if every lawyer at your firm loses track of just ten billable hours a month, and if that lawyer’s rate is $200 per hour, your firm is missing out on $24,000 per lawyer per year. Let’s repeat: that’s if a lawyer loses track of just ten billable hours per month. And it’s more common than you think.

Time-tracking 92

Time-tracking Attorney Client Intake Software 92

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? What are SMART goals for lawyers? A SMART goal for lawyers must be measurable.

Lawyer 119

Lawyer Time-tracking Client Intake Law firm 119

Clio

DECEMBER 16, 2024

Thats where marketing for divorce lawyers comes in. These strategies can increase visibility, attract new clients, and boost your reputationmaking them a smart investment. Still, many divorce lawyers feel uncertain about where to start. Still, many divorce lawyers feel uncertain about where to start. Were here to help.

Divorce lawyer 52

Divorce lawyer Lawyer Time-tracking Mediator 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. But as the opinion notes, lawyers have a responsibility to carefully manage such a process.” Because Model Rule 5.5

Client Intake 59

Client Intake Attorney Lawyer Legal advice 59

Attorney at Work

JANUARY 18, 2022

Advances in technology and access to legal staffing is helping rural lawyers improve workflows and operate more efficiently. Compared with their counterparts in urban and suburban regions, rural attorneys often have less reliable access to critical skill sets and tools to support their practice. Technology as Team and Task Master.

Lawyer 110

Lawyer Legal Secretary Paralegal Time-tracking 110

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

Clio

SEPTEMBER 11, 2024

If there has been one constant about the qualifications to own an American law firm, it has been this–you must be a lawyer. jurisdictions for decades has been that non-lawyers cannot own law firms. So where does this leave the practice ownership prospects of non-attorneys, including other legal professionals such as paralegals ?

Law firm 110

Law firm Lawyer Law Law 110

Clio

JANUARY 15, 2024

New Year’s resolutions for lawyers can be even more challenging—balancing legal career-related goals and personal ones is no easy feat. However, having a few realistic resolutions can make a big personal and professional difference for lawyers. Below are 12 realistic New Year’s resolutions for lawyers (that’s one a month!)

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

Clio

APRIL 11, 2025

Immigration policy has changed quickly under Americas new government administration, and the demand for immigration lawyers is rising. As an immigration lawyer, you play an essential role helping clients navigate these murky watersand your website is key to helping you reach the people who need your expertise most.

Immigration lawyer 52

Immigration lawyer Lawyer Law firm Analytics 52

Lawmatics

NOVEMBER 7, 2024

Today’s clients start their search for legal services on Google, comparing firms based on what they see across websites, reviews, and social media. If you’re a lawyer, being “visible” means more than just having a website—it’s about engaging clients where they’re already looking and delivering something memorable.

Lawyer 45

Lawyer Intellectual Property Time-tracking Immigration lawyer 45

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

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

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

CaseFox

JUNE 22, 2023

Paralegal vs Lawyer Who, What, How The legal world is wide and multifaceted. In this blog we will talk about paralegal vs lawyer and paralegal vs attorney. It will help you understand the role of lawyers, paralegals and attorneys and how they are different. Having a career in the legal field can be very rewarding.

Paralegal 98

Paralegal Lawyer Legal advice Attorney 98

Clio

APRIL 28, 2025

As an immigration lawyer, you juggle countless documents, forms, and intricate details to help clients navigate the immigration process. How are immigration lawyers using AI in practice? AI simplifies immigration law by helping lawyers manage large caseloads more efficiently and accurately. This is where AI can help.

Immigration lawyer 52

Immigration lawyer Lawyer Time-tracking Law 52

Attorney at Work

JANUARY 7, 2022

For 2022, attorneys and law firms should take a careful look at where they are at on their tech journey, and set a reasonable budget to get to their next level. Attorneys and firms need to have a sufficient online presence and tech-enabled practice to serve clients, who generally expect to work with their attorney online.

Lawyer 128

Lawyer e-filing Software Practice management 128

Legal Talk Network

JUNE 21, 2022

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. Build Rapport with Potential Clients.

Law firm 130

Law firm Client Intake Law Law 130

Rocket Matter

JANUARY 27, 2025

Better Client Acquisition and Retention A brand thats relatable and service-focused creates loyalty. When clients feel heard and prioritized, they returnand they refer. Effective branding for lawyers connects your unique approach with client needs, making your expertise more visible and your practice more trusted.

Law firm 72

Law firm Law Law Attorney 72

Rocket Matter

MARCH 11, 2025

Clients seek firms with proven authority and strong ethics. They also want to work with attorneys who are known for delivering stellar client service. In 2023, two New York attorneys learned this lesson the hard way. While the attorneys were only fined $5,000, the incident was a PR nightmare for their firm.

Law firm 52

Law firm Time-tracking Client Intake Law 52

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. Catherine Tang (@attorneycat) is a business and trademark lawyer licensed in California and Wisconsin. Related reading: “ Lawyer Tech Tips: Collaboration Tools.”).

Lawyer 118

Lawyer Time-tracking Document storage Client Intake 118

Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What information does the client intake form gather?

Client Intake 40

Client Intake Case management Attorney Law firm 40

Clio

FEBRUARY 20, 2025

Behind the numbers are people and families navigating a complex legal processand searching for an immigration lawyer to guide them through it. So, how do you make sure clients find your firm ? But without a clear lead generation strategy , even the most skilled immigration lawyers risk being overlooked. Short on time?

Law firm 52

Law firm Client Intake Immigration lawyer Time-tracking 52

Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Address client needs.

Client Intake 40

Client Intake Software Law firm Data protection 40