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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. Conduct a thoughtful pre-screening To avoid wasting time on clients who are not a good fit for your practice, conduct a thorough pre-screening process.

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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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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. 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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12 Realistic New Year’s Resolutions for Lawyers

Clio

Turn bus rides and dentist office waiting times into pockets of productivity: There are plenty of apps for lawyers to help you run a mobile practice with ease. No matter how your clients hear about you, they’ll likely look you up before they sign on the dotted line. A raft of two-star reviews could work against you.

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How Will Technology Change in the Future for Lawyers?

Lawmatics

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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How Personalized Automated Workflows Boost Law Firm Productivity

Centerbase

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? Some workflow automation is better than none, right?

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What Legal Services Can be Automated?

Lawmatics

Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Time and expense tracking. Legal time tracking software provides an accurate and efficient way to track your time, whether you bill hourly, fixed fee, or contingency.