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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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The 5 Stages of an Effective Legal Client Intake Process

MatterSuite

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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The 5 Stages of an Effective Legal Client Intake Process

CaseFox

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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On LawNext Podcast: As He Steps Down As Dean, Gordon Smith Reflects On His Mission To Make BYU Law ‘One Of The Most Innovative Law Schools in the Country’

Above the Law - Technology

Reuben Clark Law School at Brigham Young University, he told an audience of law school advisors , “I want BYU to be known as, if not the most innovative law school in the country, then one of the most innovative law schools in the country.” BYU Law Dean Gordon Smith on Law School Innovation (March 2019.

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What is Intake Software?

Lawmatics

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. This may involve automatically populating client information into case management systems or other databases.

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On LawNext Podcast: A Closer Look At Smokeball, with Chief Revenue Officer Jane Oxley and President Ruchie Chadha

Above the Law - Technology

On this episode of LawNext, we take a closer look at Smokeball , the law practice management company whose roots are in Australia but that is firmly entrenched in the United States. In fact, after Smokeball was founded in 2010, its very first customer was a law firm in Chicago.

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How Will Technology Change in the Future for Lawyers?

Lawmatics

Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents. Legal professionals deal with vast amounts of information, documents, and data.

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