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

JUNE 22, 2023

Tech Tips | Intake advice from Heidi Alexander, Sheila Blackford, Jim Calloway, Andrea Cannavina, Jared Correia and Natalie Kelly. The post Tech Tips: Best Advice for Improving Client Intake appeared first on Attorney at Work.

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Attorney at Work

NOVEMBER 30, 2022

This process has increased the number of intake forms our firm has received, and the information we get is much more helpful. The post Form Builders: Create Online Client Intake Forms for Your Law Firm appeared first on Attorney at Work.

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Attorney at Work

OCTOBER 27, 2021

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. So don’t screw it up!

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Law Technology Today

JULY 17, 2023

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

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Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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Attorney at Work

MARCH 15, 2022

Automating your client intake process seems like a no-brainer. Make sure your intake provider can help you track where all lead sources come from through a tool like Zapier. The post 5 Common Misunderstandings About Client Intake Software appeared first on Attorney at Work.

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Legal Tech Monitor

JUNE 16, 2023

Earlier this month, the American Bar Association issued a formal opinion that provides guidance on a lawyer’s ethical obligations when delegating client intake tasks to nonlawyer assistants. How should lawyers be involved in the client intake process?

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MatterSuite

MAY 26, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. As an administrative matter, logging calls and emails is essential to the client intake process. You can then use this client information to pick up where your colleagues left off.

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Rocket Matter

NOVEMBER 22, 2022

Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Streamlined client intake benefits more than your clients, though.

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Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

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Above the Law - Technology

APRIL 24, 2024

Filevine leverages the power of artificial intelligence (AI) to streamline the legal process from client intake to billing. The post Filevine’s Future Is Supercharged With AI, Transforming How Attorneys Work appeared first on Above the Law.

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LawSites

MARCH 2, 2023

Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.

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NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Here are four reasons why online client intake will be the next hot area of innovation in legal practice management software.

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NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Here are four reasons why online client intake will be the next hot area of innovation in legal practice management software.

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NSLT

JANUARY 30, 2017

Lexicata CRM and Client Intake Software Lexicata focuses only on CRM (customer relationship management)—basically lead management, client intake, and client retention. Lexicata has an impressive combination of tools, including a form builder, a lead tracker, engagement letter templates, and automated emails.

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NSLT

JANUARY 30, 2017

Lexicata CRM and Client Intake Software Lexicata focuses only on CRM (customer relationship management)—basically lead management, client intake, and client retention. Lexicata has an impressive combination of tools, including a form builder, a lead tracker, engagement letter templates, and automated emails.

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NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

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NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

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NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

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NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

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Above the Law - Technology

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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Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

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Lawmatics

APRIL 16, 2024

Client intake is extremely important for law firms, as it establishes the attorney-client relationship and converts a prospect into a paying client. Many firms perform manual client intake processes, which can present several challenges. Manual intake workflows tend to be: Time consuming.

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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

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 the Purpose of an Intake Software? The post What is Intake Software? What is the Most Popular Legal Software?

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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

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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Lawmatics

APRIL 25, 2024

Creating an effective intake process for a law firm is crucial for efficiently managing client inquiries, ensuring that relevant information is gathered, and setting the stage for successful client representation. Are you ready to take the stress out of client intake? Sign up for a Lawmatics product demo today.

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Martindale-Avvo

FEBRUARY 13, 2024

Whether you own an established practice or are just starting your firm, an efficient intake process is vital for boosting conversions and keeping your practice running on all cylinders. Here is what you need to know about the client intake process and some legal intake solutions for small law firms.

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NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

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NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

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Above the Law - Technology

MARCH 15, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

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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. Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM.

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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. Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM.

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