Legally Speaking
JANUARY 21, 2023
Document storage recommendations for paperless law firms. How to Grow Your Firm with Legal Client Intake This guide by Michael Chasin, a prominent expert in client intake and CRM, emphasises the importance of client intake and presents strategies for implementing a systematic process within your firm.
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Clio augments this process with a robust infrastructure for client intake reporting.
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Clio
FEBRUARY 2, 2023
Lawyers can even add case information from existing software. For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Manage every single one of your firm’s processes in one place.
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. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ). Managing to-do lists.
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