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Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

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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The Only Client Intake Checklist You’ll Ever Need

Attorney at Work

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. Yet, like it or not, it is one of the most critical elements of ensuring your law firm’s success. Let Your Clients Self-schedule. Think Like a CEO.

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Immigration Law Firm and Fastcase Partner to Create Case Management and Document Automation System

LawSites

In a unique partnership between a law firm and a legal technology company, the immigration firm Siskind Susser and its technology affiliate Visalaw.Ai is the developer of Visalaw.bot, a tool to help immigration firms with client intake, which won the College of Law Practice Management’s InnovAction award in 2019.

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How Law Ruler Streamlines Client Intake Forms

Attorney at Work

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Law Ruler’s CRM is Built With Growth In Mind.

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Save Time and Grow with Streamlined Client Intake

Rocket Matter

Your law firm’s intake process sets the tone for your ongoing client-attorney relationship, so why not start strong? . 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. Benefits to clients .

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A Review of Gavel, for Automating Legal Documents and Selling Online Legal Services

LawSites

Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult.

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Here Are the Winners Of ABA TECHSHOW Startup Alley

Above the Law - Technology

This year, the first-place winner was Universal Migrator , a tool for transferring law firm data from one practice management application to another. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications. It can also support upgrades and consolidations.