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5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. For example, automating the intake process can help you vet and onboard clients more efficiently, eliminating time wasted on prospects who aren’t a good fit. Misunderstandings When Evaluating Intake Software.

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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 Will Technology Change in the Future for Lawyers?

Lawmatics

Here are some common types of software used by lawyers today: Client intake software: Legal client intake software streamlines the process of attracting leads, following up with them, engaging them, setting up a consultation, and ultimately securing and onboarding them as paying clients.

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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. 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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How It Works: PracticePanther, Cloud-Based Law Practice Management Software

LawSites

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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What Does Legal Software Do?

Lawmatics

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. Time and billing software: Automatically tracks billable hours and expenses and generates client invoices.

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CRM Platform Lawmatics Expands with Time and Billing Features; Adds E-Payments through Gravity Legal

LawSites

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.