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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. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. Don’t panic!

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On LawNext Podcast: The Four Founders of vLex and Fastcase on the Merger Of Their Two Companies

Above the Law - Technology

It was major news April 4 when the legal research and technology companies Fastcase and vLex announced their merger, creating a single entity that they say now has the world’s largest subscriber base of lawyers and law firms and a legal research library of more than 1 billion documents from more than 100 countries.

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Canada Post Strike 2024: How Law Firms Can Navigate Postal Strikes

Clio

For example, Clio for Clients is a secure digital portal allowing legal clients to communicate and collaborate with their lawyer. Clients can review communications, documents, and calendar events; communicate privately with their lawyer; and view and pay invoices in seconds—all from one place.

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10 Best Productivity Tools for Lawyers

Clio

Juggling multiple cases, staying on top of paperwork, handling countless administrative tasks, and managing client relations all eat into your time. Fortunately, the best productivity tools for lawyers are out there, and they can make a huge difference in how much time you spend on everything from task management to research.

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Transforming Client Engagement: How AI is Revolutionizing Your Law Firm’s Efficiency

Colin S. Levy

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. This process, while critical to a successful outcome, can often overwhelm attorneys, particularly those managing numerous cases.

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Client Intake Software

Lawmatics

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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7 Legal Workflow Examples to Handle Tasks With Less Effort

Percipient

It takes those repeatable legal processes, like client intake, document review, or approvals, and automates them. Legal practice management software helps take that weight off your plate by handling repetitive steps automatically. What is the workflow of a lawyer? Tools like Percipient take this even further.