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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Client Intake Criminal Defense Estate planning Intellectual Property 40

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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Client Intake Software Time-tracking Document management 40

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?

Client Intake 40

Client Intake Compliance Law firm Legal advice 40

Rocket Matter

APRIL 30, 2025

Are staff fully prepared to use AI without compromising client confidentiality? And to what extent can generative AI in law firms be used to deliver legal advice? In fact, law firm innovation is about legal professionals spending less time on repetitive administrative tasks and more time doing high-value work.

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Law firm Time-tracking Law Law 59

Lawmatics

FEBRUARY 13, 2024

Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. The legal tech industry will continue to grow and develop innovative solutions—case management tools, communication platforms tailored for legal professionals, and more—to address various challenges in the legal field.

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Lawyer Client Intake Time-tracking Document automation 52

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.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

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? After all, 96% of potential clients use a search engine to find legal advice. Book your Clio demo today!

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Law firm Client Intake Law Law 52