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Why is Client Intake Important?

Lawmatics

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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5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. But, with so many products coming online, what should small firms know before they buy? It’s not true that small law firms can’t compete with bigger firms. Misunderstandings When Evaluating Intake Software.

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Immigration Law Firm and Fastcase Partner to Create Case Management and Document Automation System

LawSites

In a unique partnership between a law firm and a legal technology company, the immigration firm Siskind Susser and its technology affiliate Visalaw.Ai In a unique partnership between a law firm and a legal technology company, the immigration firm Siskind Susser and its technology affiliate Visalaw.Ai

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Here Are the Winners Of ABA TECHSHOW Startup Alley

Above the Law - Technology

This year, the first-place winner was Universal Migrator , a tool for transferring law firm data from one practice management application to another. Winning third place was Fidu , a practice management platform specifically designed to support lawyers providing legal services on a subscription basis.

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What is Intake Software?

Lawmatics

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. What is Intake Software Used For? What is the Purpose of an Intake Software? What is the Most Popular Legal Software?

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How Personalized Automated Workflows Boost Law Firm Productivity

Centerbase

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. Firms are under constant pressure to optimize their workflows, reduce manual errors, and maximize billable hours. Well, it depends.

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How Do You Automate the Intake Process?

Lawmatics

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.