Client Intake Demo e-records 
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.
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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Clio
MAY 12, 2025
Book a demo to explore all the automation power and time-saving potential of Clio Manage + Clio Duo. E-signature-ready packages: Create, review, and send complete document sets for secure e-signature in just a few clicks. Over time, your cases can evolve, and client involvement can shift. Ready to get started?
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.
Rocket Matter
APRIL 30, 2025
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book What will the future of law firms look like in a few years? Legal clients expect the same speed, convenience, and responsiveness from their attorneys.
Clio
SEPTEMBER 9, 2024
Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. Integrating advanced features like live chat or e-commerce functionality can range from $1,500 to $5,000 or more, depending on the complexity and customization required.
Centerbase
MARCH 31, 2025
When there is no clear workflow or unified platform, staff may lose track of deadlines, duplicate efforts, or generate inaccuracies in record-keeping. These inefficiencies can lead to billing disputes, compliance risks, and dissatisfaction among staff and clients.
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