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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Lawmatics

AUGUST 15, 2024

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Establish a clear and consistent intake process.

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Attorney at Work

SEPTEMBER 27, 2024

An optimized client intake process is key to a law firm's growth. The post Optimize Your Law Firm’s Client Intake Process appeared first on Articles, Tips and Tech for Law Firms and Lawyers. Reduce your firm's administrative burden while converting more leads.

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Legal IT Professionals

OCTOBER 8, 2024

This year’s report focuses on the rapid adoption of AI, the rise of flat fees, increased investment in technology and marketing, and ongoing challenges in client intake. Clio, the leading provider of cloud-based legal technology, has released its ninth Legal Trends Report, highlighting key developments in the legal industry.

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Lawmatics

APRIL 30, 2024

Legal client intake forms are critical for an efficient client onboarding process. Firms traditionally created their intake forms manually, legal client intake automation improves efficiency, reduces time spent on administrative tasks, and enhances the client experience.

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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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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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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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Legal IT Professionals

JANUARY 21, 2025

CARET Legal, a leading legal practice management platform for attorneys and legal professionals, today announces its new public API, along with the first out of the box integration with launch partner Lawmatics, the leading CRM, client intake, and marketing automation platform for law firms.

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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? Compliance.

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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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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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Above the Law - Technology

APRIL 25, 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. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

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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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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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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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Clio

DECEMBER 4, 2024

For example, linking “ client intake software for attorneys ” to a feature page on legal intake software reassures users of the link’s reliability and reduces bounce rates. Examples of anchor texts Descriptive anchor text: “Learn more about case management software for law firms.

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Clio

NOVEMBER 26, 2024

Within the Clio Suite , you can use electronic signatures for easy online document signing—both as part of Clio Grow’s client intake and legal CRM software, and as part of Clio Manage ’s document management functionality.

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Percipient

MARCH 31, 2025

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. But not every tool is built the same.

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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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Lawmatics

MARCH 18, 2025

What this integration does for you Your team shouldnt have to spend time manually copying client details from one system to another. By linking Lawmatics with MyCase, you get a frictionless transition from client intake to case management, ensuring a more efficient workflow and a better experience for both clients and your team.

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Above the Law - Technology

MARCH 7, 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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Legal Talk Network

DECEMBER 10, 2020

They define the term UTM parameters from its pre-Google history to its power reveal key metrics and improve the client-intake process. On Lunch Hour Legal Marketing , hosts Gyi Tsakalakis and Conrad Saam continue their mission to make marketing accessible and understandable. Pandemic-Era Shopping: Bizarre buys and must-haves.

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Clio

NOVEMBER 21, 2024

They’re specifically designed for busy legal professionals, offering built-in features like secure client intake forms, communication tools, and integrated scheduling. These templates save time and resources compared to building a website from scratch or hiring a web design company.

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Clio

MARCH 25, 2025

Clio Grow pairs with Manage, automating your client intake process. Clio Grow captures client information with online intake forms, manages appointment scheduling, sends text reminders for appointments, sends docs for e-signatures, and keeps everything neatly organized on the cloud for easy access.

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Rocket Matter

MARCH 11, 2025

Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Rocket Matters legal CRM solution for law firms includes all the tools you need to provide a seamless intake experience. Download free guide 6.

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Legal Talk Network

JUNE 21, 2022

Too many firms look to increase their marketing and advertising spend, long before they take a hard look at the conversion rates of their initial consults and client intake process. . New client consultations are key to the growth and success of any law firm. Too often, law firms underestimate the importance of consultations.

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Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. 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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Rocket Matter

OCTOBER 19, 2022

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

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Clio

JANUARY 8, 2025

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. Schedule a demo today to see how easy it is to build your perfect law firm website.

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Lawyerist

OCTOBER 25, 2024

PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more. PracticeMaster There’s obviously more to a case or matter than time entries and accounting. That’s where the optional PracticeMaster module comes in.

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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. But the focus will remain on client intake and marketing automation.

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Clio

SEPTEMBER 18, 2024

Lawyers can program chatbots to perform client intake and book legal consultations. Instead of having a lawyer take a prospective client call and going back and forth with a potential client, a chatbot streamlines this client intake process. A chatbot can make the client intake experience more interactive.

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LawSites

NOVEMBER 10, 2022

“Both Lawmatics and MyCase represent innovative answers to different problems in case management and client intake,” said Spiegel, who is Lawmatics CEO. The product offers legal client intake, CRM, marketing automation, billing, and other other features.

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Rocket Matter

SEPTEMBER 26, 2023

But law firms don’t have to choose between AI—with its many potential benefits—and security. 7 ways to use ChatGPT to increase your law firm’s productivity For companies that understand how to employ ChatGPT responsibly, there are valuable use cases that can improve your team’s productivity, especially as it relates to client communications and (..)

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