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?

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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?

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Rocket Matter

MARCH 28, 2025

Running a thriving practice requires a strong foundation in law firm management. However, without efficient case management, timely billing, and strong client relationships, their practice may struggle to reach its full potential. It involves several key areas, including: Case Management. Client Relations.

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Clio

MARCH 7, 2025

Of course, if you want to enhance your legal practice as soon as possible, Clio Duo is a secure, AI-powered solution built into Clio Manage that works seamlessly inside of case management workflows. Without consistent information and reliable templates, AI lacks the necessary data to provide accurate insights and enhancements.

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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 should be on a client intake form template?

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Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Clio Manage is a comprehensive cloud-based case management tool that makes it easier than ever to run your firm on the go.

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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? Risk management.

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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? Manage risk.

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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. Want an easier way to track and manage your leads? To connect with these clients, you need to first understand them.

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Clio

MAY 12, 2025

And, with Clio Duo, you can access AI-powered assistance from anywhere within Clio Manage to further boost your efficiencies. Features: Client communications : Keep clients informed and engaged, whether theyre elderly, remote, or coordinating on behalf of an estate, with secure and flexible messaging options.

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Attorney at Work

SEPTEMBER 15, 2022

Trello is another popular Kanban-style tool that, like Asana, stores information in the cloud. 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.

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Clio

APRIL 15, 2025

Six best workflow management software options for law firms When it comes to streamlining day-to-day operations, choosing the right workflow management software can make all the difference. Offers AI-powered features like automated categorization, file data extraction, and the ability to summarize and translate key information.

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Clio

APRIL 11, 2025

Heres how to design an effective immigration law firm website, including best practices, content ideas, and how your website can help generate more clients. Build a practice thats focused on your clients and growth, not administrative work. Add organization and ease with Clio’s i mmigration law case management software.

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Lawmatics

JANUARY 21, 2025

Transferring data from intake to case management systems is a time-sucking ordeal for most firms. This process pulls focus away from serving clients and generating revenue. With just a few clicks or a pre-set automation your client data hops seamlessly from Lawmatics to CARET Legal.

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LawSites

APRIL 20, 2022

The way it helps facilitate that is through features that include: Fully native, all-in-one case management features including intake, calendaring, time and billing, document management, a client portal and SMS messaging. Immigration-specific workflows to automate case lifecycles.

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Clio

FEBRUARY 24, 2025

Want to explore the power of AI right from your case management platform? Clio Duo , Clios cutting-edge AI solution, is built within Clio Manages case management platform seamlessly transforming the way your firm works, accelerating your case and client work, and more. Book a demo today.

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Clio

APRIL 28, 2025

As a busy immigration lawyer, you might also be looking for an AI tool that saves you time by reviewing and summarizing lengthy documents, extracting cited details, and turning them into actionable insights from anywhere within your case management softwareso you can get straight to the strategic decision-making. Get Started Now 2.

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Rocket Matter

FEBRUARY 20, 2025

Your ads should target searches at the decision-making stage, where potential clients are ready to hire a lawyer, not just gathering information. Optimize ad copy and landing pages Use specific, benefits-driven language to encourage potential clients to click on your ad. Schedule your personalized demo with us now.

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Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. These forms can be tailored to gather specific information relevant to different types of legal cases.

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Percipient

JANUARY 20, 2025

For instance, machine learning can predict litigation risks based on similar cases, identify trends that might impact a client, or flag unusual clauses in contracts that might need extra attention. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs.

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Rocket Matter

FEBRUARY 25, 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 The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous.

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Rocket Matter

APRIL 30, 2025

This practice could expose sensitive information to unintended parties. Legal practice management platforms are already designed with built-in security and compliance features so legal teams can do their best work without worrying about putting sensitive information at risk.

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Lawmatics

AUGUST 13, 2024

When creating a legal client intake form, you should keep it concise, organize it logically, make it accessible to your leads, and ask questions that will generate the answers you need to decide whether to extend legal representation. The information gathered should be relevant to client needs and desired outcome.

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Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

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Clio

MARCH 17, 2025

According to Clios latest Legal Trends Report , 74% of hourly billable worksuch as document preparation, information gathering, and data analysis taskscould be automated with generative AI. Next steps to move forward: Stay informed: Knowledge is power when it comes to confidently adopting AI.

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CaseFox

JUNE 15, 2023

Building a strong relationship with your clients is crucial for retaining old clients and attracting new ones. In this blog, we will explore law firm client communication strategies, tools for effective communication, and client intake. Why Law Firm Client Communication Is Important?

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Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

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Lawmatics

DECEMBER 5, 2023

Client intake. Automated legal client intake allows firms to establish a clear and concise process that saves time, eliminates errors, and keeps everyone on the same page. Current and potential clients can book an appointment with legal calendaring software. Case management. Appointment scheduling.

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Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

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Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Stay in touch .

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Lawmatics

FEBRUARY 13, 2024

Social media: Lawyers now utilize social media platforms for professional networking, marketing, and staying informed about legal developments. Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. Legal professionals deal with vast amounts of information, documents, and data.

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Rocket Matter

DECEMBER 17, 2024

Case management and document organization solutions can save time and reduce errors. Make sure that your new technologies and workflows align with regulatory standards and maintain the confidentiality of client information. Embracing mobile paperless tools 5. And more important resources!

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Rocket Matter

JULY 25, 2024

Running a thriving practice requires a strong foundation in law firm management. However, without efficient case management, timely billing, and strong client relationships, their practice may struggle to reach its full potential. It involves several key areas, including: Case Management. Client Relations.

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Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

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Attorney at Work

JANUARY 18, 2022

Other legal technology tools can help lawyers handle billing, time-tracking and case management. For example, rather than plod through a manual client intake process, automated intake workflows can be used to engage potential clients and keep track of existing clients.

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LawSites

APRIL 6, 2022

“Lawcus is a modern user-friendly all-in-one legal software with practice management, client intake, billing, case management, trust accounting, a built-in CRM and advanced complex automation capabilities designed to manage and grow successful law firms of any size.” ” NextChapter BK.

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Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. With the high degree of sensitive client information you handle, a data breach can be costly and damage your firm’s reputation.

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