Books Client Intake Legal education 
Justia Legal Marketing & Technology blog
JULY 1, 2025
Author of AILA’s Build and Manage Your Successful Immigration Law Practice (Without Losing Your Mind) and her book “Power Up Your Practice” available on Amazon. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00
Clio
SEPTEMBER 25, 2024
Are you ready to start a law firm and need a legal software solution that can assist with case management, billing, client intake, accounting, and more? Book your Clio demo today! Continuing legal education: Clio holds many free CLE eligible courses and webinars.
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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?
CaseFox
JULY 25, 2023
Legal Research and Data Analytics: Gone are the days of poring over endless law books and case files in dusty libraries. Technology has revolutionized legal research, making it faster and more efficient. Online legal databases and research platforms provide lawyers with access to a vast repository of legal resources.
Dennis Kennedy
DECEMBER 14, 2023
How might AI impact the client intake process? AI can streamline client intake by automating data collection, performing preliminary case analysis, and identifying potential conflicts of interest. However, a human touch remains essential to understand client needs fully.
Legal Tech Monitor
DECEMBER 14, 2023
How might AI impact the client intake process? AI can streamline client intake by automating data collection, performing preliminary case analysis, and identifying potential conflicts of interest. However, a human touch remains essential to understand client needs fully.
3 Geeks and a Law Blog
OCTOBER 23, 2023
This week on The Geek in Review podcast Marlene Gebauer and Greg Lambert featured guests Colin Levy , Ashley Carlisle , and Dorna Moini discussing Levy’s recently published book “ Handbook of Legal Tech.” Levy edited the book and contributors included Moini, Carlisle’s CEO, Tony Thai, and many more legal technology experts.
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