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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Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Additionally, SOPs should be periodically reviewed and updated to reflect changes in law or firm policies, ensuring that your practice remains agile and responsive to new challenges.

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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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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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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. Schedule your personalized demo to learn more today.

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Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

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Clio

MARCH 7, 2025

Of course, if you want to enhance your legal practice as soon as possible, Clio Duo is a secure, AI-powered solution built into Clio Manage that works seamlessly inside of case management workflows. Book your demo today. For example, law firms can benefit from automation in the following key areas: 1.

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Clio

MAY 12, 2025

Later, well show you how to build the ideal tech stack for your estate planning practice. Practice management software With heightened emotions and potential friction points between family members, youll want your focus to be on guiding your estate planning clients through the entire process, and putting them at ease.

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Clio

APRIL 15, 2025

With Clio Manage you can track case progress visually, spot bottlenecks fast, and automate routine tasks as matters move through each stagesaving time every step of the way. Book a demo ! What is legal workflow management software? And if youre looking to automate client intake, we also have an ROI calculator for Clio Grow.

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Rocket Matter

JANUARY 27, 2025

With Rocket Matters practice management software , you can streamline operations while focusing on what matters: building a brand that clients trust and recognize. Schedule a demo and make your firm the go-to choicetoday.

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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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Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors.

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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. Content developed with generative AI should always be considered a rough draft and should be carefully reviewed for accuracy by a subject matter expert prior to use or distribution.

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Rocket Matter

APRIL 22, 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 Incorporating just any legal practice management software into your law firm's toolkit isn't enough to boost your team's efficiency.

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Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

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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.

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Clio

MARCH 17, 2025

It can be seamlessly introduced into your existing Clio Manage workflowsmaking it easier to harness the power of AI to transform the way your firm works. Learn more and book a demo today. Book a demo today! Book a Clio demo Without the whole firm on board, the full benefits of AI go untapped.

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Rocket Matter

MAY 26, 2025

Thats where legal practice management software like Rocket Matter comes in. With powerful reporting tools built right in, you get access to high-level insights by matter, client, activity, invoice, and more. Rocket Matter helps you do it all.

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Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. . Time and expense tracking .

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Clio

APRIL 16, 2025

Perfecting Client Intake: 7 Essentials for an Optimized Process Watch for top tips on how-to to build a client-focused website, integrate legal practice management software, and streamline communication with client portals and automation tools. Book a Clio demo Scale with Clio Grow.

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Rocket Matter

MARCH 14, 2023

If you’re marketing just for the sake of marketing, then it’s not going to provide the right type of value for current or potential clients, and it will feel like pulling teeth within your own business. For example, with a legal CRM , legal practices can use email drip campaigns to send people emails based on certain predetermined triggers.

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Clio

FEBRUARY 24, 2025

Clio Duo , Clios cutting-edge AI solution, is built within Clio Manages case management platform seamlessly transforming the way your firm works, accelerating your case and client work, and more. Book a demo today. Level 3: Your firm is fully cloud-based with a central legal practice management solution for all firm data.

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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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Centerbase

MARCH 31, 2025

Here are some critical best practices to improve all aspects of your legal practice and unlock sustainable growth. Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. Get a free demo today! FAQs Does a Small Law Firm Need Law Practice Management Software?

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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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Clio

APRIL 11, 2025

Compatibility with legal practice management tools: Review your web design partners technical expertise and integration experience. Open source software designed for website content management with custom designs and free law firm website templates. Book a demo today! Book a Clio demo Squarespace.

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Law Technology Today

SEPTEMBER 1, 2023

Interestingly, their desires go beyond mere alternative payment methods—70% of clients are keen on flexible payment plans as well. Law firms can fulfill these demands with the right legal practice management software. This results in a partnership that resonates with your clients and honors your ethical commitments.

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Rocket Matter

DECEMBER 16, 2024

By using billing software thats integrated with your other practice management tools, youll get real-time financial insights and automated invoicing. Schedule a demo with us today to generate faster invoices, generate more billable hours, and speed up your collections. Higher morale = a more productive team.

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Clio

DECEMBER 16, 2024

Offering free consultations can also encourage conversions, as it shows potential clients that you genuinely care about their needs and want to help them. Clio Grow makes this process easy by streamlining client intake. Book a demo to learn more.

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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. Integration with legal practice management systems. Book your Clio demo today to discover what it can do for your firm!

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Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Hello, efficiency!

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Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks. .

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Clio

SEPTEMBER 3, 2024

To help with this process, we’ve rounded up some of the best legal billing software for large firms available today: Clio Clio’s cloud-based legal practice management software offers a comprehensive solution that’s secure, efficient, and scalable—making it a practical, innovative choice for thousands of mid-sized and large firms.

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Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

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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. If you are a non-attorney legal professional looking to own a firm, you would do well to use the right practice management software to streamline the practice.

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Centerbase

OCTOBER 19, 2023

That’s why so many firms have turned away from manual processes toward law firm management software. But not all legal practice management software platforms are created equal. Industry-leading law practice management software is different. Ready to say goodbye to law firm chaos?

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Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

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