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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Lawyer Client Intake Law firm Attorney 95

Percipient

JANUARY 20, 2025

Its also super handy for spotting legal risks early, especially in compliance, so you can deal with issues before they get out of hand. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. How is AI being used in the legal profession?

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

Lawyerist

APRIL 11, 2025

PracticeMaster enhances the software’s case management capabilities, providing firms with the tools they need to manage case details effectively, critical things like matter facts, client intake, conflict checking, document management, and more.

Time-tracking 52

Time-tracking Electronic payment Practice management Software 52

Clio

JUNE 24, 2025

Client intake and CRM AI qualifies leads, schedules appointments, and gathers case information through automated systems operating 24/7, ensuring you never miss potential clients. Smart intake forms adapt questions based on responses and flag high-priority cases for immediate attention.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

MAY 12, 2025

Receive the added benefit of software that understands estate planning regulations and legal compliance so you can be assured your work is error-free. Benefits of practice management software: Improved client experience. Built-in compliance. Over time, your cases can evolve, and client involvement can shift.

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Estate planning Attorney e-filing Document automation 52

Rocket Matter

MARCH 11, 2025

Rocket Matter is designed specifically for legal professionals and has built-in safeguards to promote compliance. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Download free guide 6. If the process is bumpy, they may go elsewhere for the legal support they need.

Law firm 52

Law firm Time-tracking Client Intake Law 52

Clio

APRIL 28, 2025

Compliance monitoring Immigration law is subject to frequent policy, regulation, and case law changes. offer real-time policy alerts for compliance, helping you save time and serve clients more efficiently. Prioritize ethics and compliance: Youre handling sensitive client dataso AI tools need to meet high standards.

Immigration lawyer 52

Immigration lawyer Lawyer Time-tracking Law 52

Clio

MARCH 17, 2025

Concerns about compliance, ethics, and costs: Like Skeptics, Explorers worry about navigating compliance and ethical considerations with AI. The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research.

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Law firm Legal AI Time-tracking Law 52

Rocket Matter

APRIL 30, 2025

Legal practice management platforms are already designed with built-in security and compliance features so legal teams can do their best work without worrying about putting sensitive information at risk. From client intake and document management to billing and case tracking, automation tools enhance how legal teams work.

Law firm 59

Law firm Time-tracking Law Law 59

Clio

APRIL 11, 2025

In minutes, Clio Grow’s Online Intake Form onboards new clients into a secure system you can access from anywhere. Accessibility features (WCAG compliance). Clear simple language. Open source software designed for website content management with custom designs and free law firm website templates. Squarespace.

Immigration lawyer 52

Immigration lawyer Lawyer Law firm Software 52

Rocket Matter

FEBRUARY 25, 2025

Strict Cybersecurity Compliance With more sophisticated cyber threats looming on the horizon and targeting law firms specifically, security has become a must that cannot be sidelined. Digital transformation in law firms allows for better cybersecurity measures, compliance, and data protection.

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Law firm Law Law Legal CRM 52

Rocket Matter

FEBRUARY 18, 2025

Practice Management Software Investing in practice management software is crucial for efficiency and compliance. For example, Rocket Matter includes tools for task management, organization, time tracking, and client relationship management tools, all in a single user-friendly solution.

Law firm 52

Law firm e-filing Law Law 52

Rocket Matter

MARCH 26, 2025

Beyond making your processes efficient, workflow automation keeps you from client payment delays and unfulfilled case deadlines, which is essential to maintaining compliance and a healthy cash flow.

Law firm 52

Law firm Time-tracking Law Law 52

Centerbase

MARCH 31, 2025

Managing a law firm requires more than overseeing cases and delegating tasksit demands a strategic approach that balances client expectations, regulatory compliance, and operational efficiency. This includes financial management, client communication, human resources, compliance, marketing, and technology integration.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

Beyond making your processes efficient, workflow automation keeps you from client payment delays and unfulfilled case deadlines, which is essential to maintaining compliance and a healthy cash flow.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MAY 26, 2025

Stop Letting Admin Tasks Eat into Billable Time Client intake, scheduling meetings, setting follow-ups, and tracking time and expenses are all essential, but they dont directly generate revenue for your firm. Download free guide 7. These are all real threats, and they can derail your law firm finances in an instant.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

APRIL 15, 2025

Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. Allows legal professionals to stay connected with their clients, cases, and colleagues even while on the go or when away from the office.

Time-tracking 52

Time-tracking Client Intake Software Law firm 52

Clio

MARCH 19, 2025

Task delegation strategies for law firms add another variable to consider: Certain tasks require oversight from lawyers for both ethical and compliance reasons. Can every part of this task be achieved by one person without breaking your firms commitment to compliance and ethics? Will it need legal or ethical oversight?

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Law firm Law Law Time-tracking 52

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? Risk Management. Conflict Checking.

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Client Intake e-records Law firm Software 52

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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Client Intake Software Law firm Data protection 52

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 Compliance 40

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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Client Intake Attorney Lawyer Legal advice 59

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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Client Intake Compliance Law firm Legal advice 40

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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Client Intake Software Law firm Data protection 40

Centerbase

APRIL 14, 2023

What does an exceptional client experience look like that will help you reach new prospective clients during an economic slowdown? Make a great first impression on clients with a fast, efficient client intake process The client intake process is likely your firm’s first substantive communication with a new client.

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Law firm Compliance Client Intake Law 52

Legal Tech Blog

OCTOBER 10, 2023

They require secure, compliant software to store and process personal health information in compliance with HIPAA regulations. Clio’s Personal Injury Add-On also offers intuitive workflows around medical record tracking and settlement disbursements, further simplifying work, optimizing operations and maximizing settlements for clients.

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Law solutions Injury Lawyer Lawyer Time-tracking 113

Attorney at Work

JULY 21, 2022

From automating client intake, to collaborating on PDFs in real-time during the form filling process, LollyLaw helps streamline every aspect of your work. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

Case management 96

Case management Client Intake Time-tracking Attorney 96

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. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.

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Software Client Intake Document management Billing software 52

LawSites

NOVEMBER 8, 2021

During his time at Clio, he has led the ground-up reengineering of Clio’s practice management software in 2017 and launched Clio’s integrated client intake and CRM platform in 2019.

e-records 98

e-records Client Intake Software Practice management 98

Attorney at Work

JANUARY 27, 2022

Founded in 2016, FastVisa is newer to the scene and aims to streamline immigration and visa processes through client intake, case management, and workflow automation. Field of law: Employment. Headquarters: Eagan, Minn. Website: govdocs.com. Employment law is especially complex for businesses operating in multiple jurisdictions.

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Legal software Legal software Intellectual Property Software 104

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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Client Intake Criminal Defense Case management Software 40

Law Technology Today

SEPTEMBER 1, 2023

Maintaining IOLTA trust compliance and segregating earned and unearned funds are central to the best legal billing software. Protecting client data is non-negotiable, and PCI compliance is key. Ease of implementation is a linchpin when considering potential software providers.

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Billing software Software Time-tracking Client Intake 84

Clio

SEPTEMBER 11, 2024

Practice management software, such as Clio Manage , can streamline your firm’s workflows, while Clio Grow can boost your client intake efforts. The ABS must have at least one Arizona-licensed attorney to act as its compliance lawyer. Who typically owns a law firm? Outside of a few exceptions, the general rule in the U.S.

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Law firm Lawyer Law Law 110

Lawyerist

MAY 16, 2024

This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.

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Client Intake Law Law Time-tracking 72

Rocket Matter

FEBRUARY 22, 2023

For example, if you need additional transparency in processes during client intake, you can build out more detailed Kanban boards to support this. They support better processes Kanban boards help you discern which tasks consistently cause issues with your workflows or impact client work.

Law firm 52

Law firm Client Intake Time-tracking Law 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 3, 2024

Legal billing software helps law firms manage the multi-faceted process of billing legal clients more effectively and efficiently. Security features: Ensure the protection of client data and ensure compliance with industry rules and regulations. Compliance. It enriches a tech stack.

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Billing software Software Time-tracking Law firm 105