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

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? Request a Lawmatics demo today. The post What is Intake Software?

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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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Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. Yet, clients and other third parties are beginning to expect a certain level of interactivity with the appointment scheduling process.

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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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Bigfork Tech

FEBRUARY 22, 2023

An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process. Examples like client intake or project intake. Why is the client intake form so important?

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Centerbase

NOVEMBER 7, 2023

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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Rocket Matter

SEPTEMBER 26, 2023

Schedule a demo and explore how you can transform your law firm’s productivity with ChatGPT for Rocket Matter.

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Lawmatics

FEBRUARY 13, 2024

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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Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

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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.

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Lawmatics

FEBRUARY 15, 2023

This includes marketing automation, contact management, sales management, and client intake. Client Intake: CRMs help law firms conduct efficient and effective client intake by automating intake forms, document requests, and organizing client information for future engagement.

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Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. Yet, clients and other third parties are beginning to expect a certain level of interactivity with the appointment scheduling process.

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Lawmatics

OCTOBER 10, 2023

Marketing automation tools help firms target customers with automated messages across email, web, social, and text, putting numerous tedious tasks on autopilot, such as: Client intake. For more information on how Lawmatics can streamline your marketing efforts and improve your firm’s bottom line, request your free demo today.

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Clio

MARCH 8, 2024

For example, if you’re sticking with your existing system for client intake instead of using a solution that allows you to drastically reduce time spent on intake, appointment bookings, and creating engagement letters, you could be leaving money on the table. If you’re ready to dive into Clio, sign up for a demo today.

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Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Sign up for a Lawmatics product demo today.

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Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

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Rocket Matter

JULY 24, 2023

This makes it an excellent tool for the client intake process, marketing, and general client communications. Drafting client intake document templates ChatGPT may not be reliable for generating sound legal documents, but it is a fantastic way to create document templates for future use.

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Bigfork Tech

DECEMBER 13, 2022

Overwhelming clients or prospects. A good client intake form doesn’t introduce a lot of resistance to your sales process. You do not want to ask too many questions, so we suggest breaking up your intake form process. Why should you sign up for an ALOE demo? Our fully customizable intake forms.

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Centerbase

JULY 28, 2023

How can we figure out which matters to take at the client intake stage? Most client intake processes gather basic information about a client and their matter, but you need to do more than run a basic conflicts check and assess the facts to determine whether you should take a matter.

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Lawmatics

MARCH 14, 2023

My job entails conducting demonstration calls of the Lawmatics platform to law firms and highlighting how our legal CRM can help them be more efficient and organized with all their non-billable admin workflows (such as client intake, running marketing campaigns, and client follow up). How did you end up working for Lawmatics?

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Lawmatics

OCTOBER 12, 2023

In a competitive market, law firms require robust legal software to streamline their marketing and client intake processes. To learn more about the power of LM[AI], request a demo today. Email campaigns to nurture and follow-up with prospects are a necessity. The post How is AI Used in Legal Technology?

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Lawmatics

DECEMBER 7, 2023

Lawmatics offers best-in-class tools for client intake , workflow and marketing automation , invoicing and billing , document management , and much more—all in one easy-to-use legal software system. Request a demo today. Ready to streamline your operation and focus your attention where it’s needed most?

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Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. If you want to see how Rocket Matter can help you save time, increase productivity, reduce errors, and gain efficiency, schedule a demo with us today.

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Rocket Matter

APRIL 11, 2023

Here are three ways to level up your client relationships at each stage of the game, without sacrificing billable hours. 1. Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition.

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Lawmatics

FEBRUARY 6, 2024

If you’re not using Lawmatics yet, you’ll want to get a complete demo to see all of our features in action, including Custom Dashboards. You’ll see just why Lawmatics is the #1 legal CRM, client intake, and marketing automation platform. Log in today to set up your Custom Dashboards.

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Lawmatics

OCTOBER 3, 2023

Set Your Marketing Efforts on Autopilot with Lawmatics Lawmatics marketing automation ensures that you and your staff can account for every detail about a lead or client’s journey, from client intake to case settlement. To learn more, request a demo today. The post What is Meant by Marketing Automation?

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Law Technology Today

SEPTEMBER 1, 2023

This results in a partnership that resonates with your clients and honors your ethical commitments. Learn more about how Clio can amplify your firm’s efficiency: Book a Demo to see Clio Payments in action. The post How to Vet Your Legal Payment Processing Provider appeared first on Law Technology Today.

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Rocket Matter

DECEMBER 1, 2022

For example, Rocket Matter’s built-in legal CRM auto-populates information from client intake forms into its legal practice management software. Nor do you have to train staff on the complexities of client intake! . Instead, you can use a CRM solution to send out an online intake form. Email drip campaigns .

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Rocket Matter

DECEMBER 5, 2023

Download free guide Invest in client relationship management software Client relationship management software is an essential part of a speed-to-lead strategy for a number of reasons. If you’re ready to optimize your firm’s speed to lead and achieve record growth in 2024 (and beyond!),

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Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.

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Lawmatics

MAY 18, 2023

Personalized Follow Ups Manually following up with everyone that calls your firm or fills out a client intake form is extremely time consuming. Automatic follow-ups with a personalized touch will engage your clients from day one, establishing trust and making them feel valued. Sign up for a free demo today!

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Rocket Matter

JANUARY 17, 2023

Plus, the effects of ongoing poor payment practices can make it difficult to invest much into your marketing, client intake process, or staff professional development. As a result, you may struggle to convince new clients to work with your firm. . And your clients aren’t the only ones who’ll notice if your cash flow suffers.

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Legal Talk Network

JUNE 28, 2022

Here’s just a snapshot of some of the different types of legal tech your law practice can choose from: Accounting Billing / Accounts Receivable (AR) Client Intake / Client Relationship Management (CRM) Document Automation Legal Research Payment Processing Practice Management Records Management.

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Rocket Matter

NOVEMBER 13, 2023

Client convenience tools : Your site will benefit from essential tools like contact forms, payment links, and client intake forms—even ChatGPT integration and automations. Law firm CRM to help you take control of marketing and client intake, making it a perfect complement to web services. Make the smart play.

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Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work.

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Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. Client intake forms . what steps do they take before signing on as a client? Streamlined client intake forms . You can gather information from: .

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