Clio

SEPTEMBER 18, 2024

A chatbot presents a client with a few questions so the chatbot can direct them to the right person. In addition to being a client directory, chatbots can answer questions on their own, automate manual processes, book consultations, and more. Lawyers can program chatbots to perform client intake and book legal consultations.

Lawyer 98

Lawyer Legal chatbot Client Intake Due diligence 98

Clio

JANUARY 8, 2025

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. Book your Clio Grow demo today and take the first step toward transforming your practice.

Lawyer 95

Lawyer Client Intake Law firm Attorney 95

Percipient

MAY 30, 2025

It takes those repeatable legal processes, like client intake, document review, or approvals, and automates them. With an automated workflow, things like sending client intake forms, sharing legal documents, or assigning approvals happen without constant follow-ups. Book your discovery call today.

Time-tracking 52

Time-tracking Client Intake Software Billing software 52

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. Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients.

Injury Lawyer 98

Injury Lawyer Lawyer Time-tracking Law firm 98

Rocket Matter

APRIL 22, 2025

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 Incorporating just any legal practice management software into your law firm's toolkit isn't enough to boost your team's efficiency.

Legal software 52

Legal software Legal software Software Document storage 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

Attorney at Work

APRIL 30, 2021

She is the author of the ABA book “Trust Accounting in One Hour for Lawyers,” co-author of “ Paperless in One Hour for Lawyers , ” and a contributing author to “Flying Solo: A Survival Guide” and the Oregon State Bar “Fee Agreement Compendium.” . And don’t use dusty law books as your background. Make your “Headline” short and powerful.

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

Rocket Matter

NOVEMBER 25, 2024

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 For modern law firms, selecting suitable tools is no longer a matter of choice but of necessity.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Rocket Matter

SEPTEMBER 26, 2023

Download free guide 4. Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time.

Client Intake 96

Client Intake Law Law Law firm 96

Clio

APRIL 15, 2025

Book a demo ! Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. And if youre looking to automate client intake, we also have an ROI calculator for Clio Grow. Book a Clio demo

Time-tracking 52

Time-tracking Client Intake Software Law firm 52

Clio

MARCH 25, 2025

Clio Grow pairs with Manage, automating your client intake process. Clio Grow captures client information with online intake forms, manages appointment scheduling, sends text reminders for appointments, sends docs for e-signatures, and keeps everything neatly organized on the cloud for easy access. Book a Clio demo

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Clio

MARCH 7, 2025

Book your demo today. For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. For example, law firms can benefit from automation in the following key areas: 1.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

Time-tracking 52

Time-tracking Legal CRM Document management Practice management 52

Rocket Matter

APRIL 30, 2025

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 What will the future of law firms look like in a few years? Download free guide 3. Download free guide 5.

Law firm 59

Law firm Time-tracking Law Law 59

LawSites

OCTOBER 20, 2022

In addition to providing NextChapter with materials from the book, Visalaw.ai In addition to providing NextChapter with materials from the book, Visalaw.ai is the developer of Visalaw.bot, a tool to help immigration firms with client intake, which won the College of Law Practice Management’s InnovAction award in 2019.

Document automation 98

Document automation Case management Immigration lawyer Bankruptcy 98

LawSites

JULY 13, 2021

Legal practice management company Clio last week said that Clio Grow , its client intake and client relationship management product, previously available only to customers in the United States and Canada, is now available in Europe, the Middle East and Africa. Capturing matter and client information with online intake forms.

Client Intake 72

Client Intake Legal CRM Practice management Software 72

Clio

APRIL 16, 2025

Perfecting Client Intake: 7 Essentials for an Optimized Process Watch for top tips on how-to to build a client-focused website, integrate legal practice management software, and streamline communication with client portals and automation tools. Book a Clio demo Numerous customizable templates to choose from.

Law firm 52

Law firm Law Law Client Intake 52

Clio

DECEMBER 16, 2024

Letting potential clients message you right when they have a question can help them feel heard. For example, Book Your Free Consultation or Get Started Now should stand out. Online booking options. Online schedulers let potential clients book initial meetings right away onlinewithout having to reach out by phone or email.

Divorce lawyer 52

Divorce lawyer Lawyer Time-tracking Mediator 52

Clio

FEBRUARY 27, 2025

Looking for a more reliable way to track your employment law firms leads and streamline the client intake process? Meeting employment law clients where they are From wrongful termination and wage disputes to discrimination and sexual harassment in the workplace, the needs of employment law clients are incredibly varied.

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

MARCH 28, 2025

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. Running a thriving practice requires a strong foundation in law firm management.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MAY 26, 2025

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 Law firm finances should be straightforward: your revenue should surpass your costs, earning your profits. Yet, many firms struggle to stay lucrative over the long term.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

APRIL 11, 2025

Book Your Free Consultation). Live chat & instant consultation forms The immigration process is complicated, and prospective clients are often looking for immediate help. Make it easy for clients to pay quickly and securely by adding a Clio Payments link to your website. Book a demo today! Book a Clio demo

Immigration lawyer 52

Immigration lawyer Lawyer Law firm Software 52

Rocket Matter

DECEMBER 18, 2024

To avoid being left behind, law firms must turn to modern data management and client engagement solutions. Rocket Matter is designed to help your legal practice, regardless of size, take control of your client intake and marketing efforts. Clients appreciate this level of responsiveness.

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 110

Attorney Client Intake Time-tracking Practice management 110

Rocket Matter

JANUARY 21, 2025

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 Is your law firm struggling to keep up with repetitive document creation? Everything should be scriptable, from client intake to invoice creation.

Document automation 52

Document automation Law firm Law Law 52

Clio

MAY 12, 2025

Book a demo to explore all the automation power and time-saving potential of Clio Manage + Clio Duo. Client intake and Customer Relationship Management (CRM) For wills and estate lawyers, client trust starts at intake. Over time, your cases can evolve, and client involvement can shift. Book a Clio demo

Estate planning 52

Estate planning Attorney e-filing Document automation 52

Rocket Matter

FEBRUARY 20, 2025

Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency. Google Ads can open the door to new business, but Rocket Matter ensures those leads turn into paying clients. Optimizing profitability: Use reporting dashboards to track revenue and measure your return on ad spend.

Law firm 52

Law firm Injury Lawyer Time-tracking Accident Lawyer 52

Clio

JANUARY 2, 2024

Client Intake Insights software If your goals for 2024 are centered around law firm growth and new clients, you need to be able to see and assess your firm’s client intake process.

Lawyer 119

Lawyer Time-tracking Client Intake Law firm 119

LawSites

AUGUST 28, 2023

Now the law practice management company Clio has announced an integration with Google’s Local Services Ads that allows firms to sign up for and manage accounts from directly within Clio Grow , the company’s client intake and client relationship management software. ”

Law firm 84

Law firm Bankruptcy Client Intake Law 84

Rocket Matter

MARCH 26, 2025

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 Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.

Law firm 52

Law firm Time-tracking Law Law 52

LawSites

NOVEMBER 8, 2021

Gurion was formerly GM and global head of Uber for Business, where he oversaw the rapid growth of the business to a multi-billion dollar gross booking platform available in more than 30 countries. His resume also includes roles as chief strategy officer for Home Away and managing director of business development for Airbnb.

e-records 98

e-records Client Intake Software Compliance 98

Attorney at Work

JANUARY 18, 2022

For instance, easy-to-use calendaring tools allow attorneys to offer appointment booking on their websites. These tools can be configured to require answers to basic intake questions before scheduling a booking and to collect credit card payments before booking paid consultations.

Lawyer 106

Lawyer Legal Secretary Paralegal Time-tracking 106

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. Many firms perform manual client intake processes, which can present several challenges. Manual intake workflows tend to be: Time consuming.

Client Intake 52

Client Intake e-filing Law firm Attorney 52

Rocket Matter

MARCH 26, 2025

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 Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

JANUARY 27, 2025

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 How do you make your firm the go-to choice for clients? The answer lies in your law firm branding.

Law firm 72

Law firm Law Law Attorney 72

Clio

MARCH 17, 2025

Learn more and book a demo today. The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research. Book a demo today! Book a Clio demo If your firm is ready to adopt AI, check out our AI solution, Clio Duo.

Law firm 52

Law firm Legal AI Time-tracking Law 52

Clio

SEPTEMBER 9, 2024

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Book your Clio demo today to discover what it can do for your firm! Looking to boost your firm’s online presence?

Attorney 102

Attorney Law firm e-records Client Intake 102