LawSites

MAY 9, 2022

On this episode of the video series How It Works : LollyLaw , a cloud-based, all-in-one case management platform for immigration law firms. LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting.

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LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. Matt Spiegel , cofounder and CEO, said Lawmatics aims to change the way lawyers drive business.

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Clio

APRIL 28, 2025

As an immigration lawyer, you juggle countless documents, forms, and intricate details to help clients navigate the immigration process. How are immigration lawyers using AI in practice? AI simplifies immigration law by helping lawyers manage large caseloads more efficiently and accurately. Thats where AI comes in.

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Clio

APRIL 11, 2025

Immigration policy has changed quickly under Americas new government administration, and the demand for immigration lawyers is rising. As an immigration lawyer, you play an essential role helping clients navigate these murky watersand your website is key to helping you reach the people who need your expertise most.

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Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

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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. Book your demo today. Step 2: Fix your processes first, then layer in AI AI is only as effective as the systems its built on.

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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

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 information does the client intake form gather?

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Attorney at Work

JANUARY 18, 2022

Advances in technology and access to legal staffing is helping rural lawyers improve workflows and operate more efficiently. How can rural attorneys consistently get on the same playing field as urban and suburban lawyers? Other legal technology tools can help lawyers handle billing, time-tracking and case management.

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Clio

FEBRUARY 20, 2025

Behind the numbers are people and families navigating a complex legal processand searching for an immigration lawyer to guide them through it. So, how do you make sure clients find your firm ? But without a clear lead generation strategy , even the most skilled immigration lawyers risk being overlooked. Short on time?

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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? Address client needs.

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LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries.

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LawSites

NOVEMBER 10, 2022

In an integration between two law practice products, Lawmatics , the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase , the law practice management platform that Spiegel originally founded in 2009 and left in 2015. Spiegel had been a criminal defense lawyer when, in 2009, he founded MyCase.

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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. Catherine Tang (@attorneycat) is a business and trademark lawyer licensed in California and Wisconsin. Related reading: “ Lawyer Tech Tips: Collaboration Tools.”).

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Attorney at Work

SEPTEMBER 15, 2022

Project management tools can help lawyers with ongoing, chaotic, unpredictable workflows. Litigators rarely receive formal training in project management, but this does not mean they do not do project management. Project Management Tools. Nicole Clark points to nine applications to consider for the task.

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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. Integrates with productivity software lawyers already use, like Dropbox , Microsoft Office , and Google Workspace.

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NSLT

MARCH 24, 2017

3 Benefits of a CRM for Lawyers CRMs are widely used by sales teams across every industry to track prospects and potential customers. For lead tracking, law firms are still relying on case management software to do something it’s not built to do.

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NSLT

MARCH 24, 2017

3 Benefits of a CRM for Lawyers CRMs are widely used by sales teams across every industry to track prospects and potential customers. For lead tracking, law firms are still relying on case management software to do something it’s not built to do.

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Rocket Matter

FEBRUARY 20, 2025

However, even though you can attract quality leads through Google Ads, there are a few hurdles many lawyers face when implementing it. Think: high competition, managing keyword selection, and calculating return on investment (ROI). Many personal injury lawyers and law firms also advertise for the same keywords.

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Attorney at Work

JANUARY 27, 2022

When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. Case management is perhaps the largest legal tech category. Let’s dive in! Website: govdocs.com.

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LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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LawSites

APRIL 20, 2022

“With LollyLaw, we can now offer immigration attorneys a single intuitive platform to streamline the major functions of their firm and manage the cumbersome, but ultimately rewarding, immigration process from start to finish.” Immigration-specific workflows to automate case lifecycles.

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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. In many law firms, this kind of data work is how nearly half of a lawyers non-billable time gets spent on administrative tasks.

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Clio

FEBRUARY 24, 2025

Many AI-powered solutions now assist lawyers with a wide range of tasksfrom automating operational workflows to drafting and analyzing legal documents to streamlining e-discovery and beyond. What percentage of lawyers use AI? The level of AI usage for lawyers is rapidly increasing. Book a demo today. Clio Duo fits this bill.

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Clio

MAY 12, 2025

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Ready to get started?

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Lawmatics

FEBRUARY 13, 2024

After all, from the onset of technology in the workplace to the popularity of the internet, social media, legal software, and working remotely, lawyers have always adjusted to new technologies to remain relevant. How has technology changed being a lawyer in the last 15 years? What software do lawyers use today?

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Legal Tech Monitor

APRIL 1, 2023

As a lawyer, you want to help clients. This post explains how SOPs can help you become a better lawyer. For client intake, your written procedures might cover how to have a meeting with the client and how best to get information from them. One way to do this is with Standard Operating Procedures (SOPs).

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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. 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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Percipient

JANUARY 20, 2025

Even clients are on board70% say theyre fine with or even prefer working with firms that use AI. As AI keeps evolving, its clear that lawyers and firms who embrace these tools now will have a big advantage in the future. AI Contract Review AI contract review makes managing contracts a lot simpler. So, how can you get in on it?

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Rocket Matter

APRIL 30, 2025

These ground-shaking transformations raise critical questions about the future of law firms : How can the use of AI improve lawyers' productivity while upholding ethical standards? Are staff fully prepared to use AI without compromising client confidentiality? Here are a few key takeaways: 1.

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LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. Matt Spiegel , cofounder and CEO, said Lawmatics aims to change the way lawyers drive business.

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Legal Tech Monitor

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

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CaseFox

JUNE 15, 2023

For lawyers and law firms, effective client communication can make or break their reputation. Law firm client communication can give your clients an idea of what it is like to work with your firm. Whether you are having an in-person meeting with your client or communicating through email or phone calls.

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Legodesk

JANUARY 18, 2022

As a lawyer, your role is to give advice, explain your client’s rights, and then represent them in court, ensuring that their cases have the best possible outcome. Automation can help you operate your firm more efficiently, improve your clients’ overall experience, and make you a happier lawyer!

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