MatterSuite

MAY 26, 2023

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.

Client Intake 52

Client Intake Legal advice Attorney Document management 52

CaseFox

MAY 18, 2023

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.

Client Intake 52

Client Intake Legal advice Attorney Document management 52

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. The solution: logic-based intake forms and document automation .

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

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.

Client Intake 52

Client Intake Law Law Time-tracking 52

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

Software 52

Software Client Intake Document management Billing software 52

Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

Client Intake 52

Client Intake Law firm Attorney Data protection 52

Above the Law - Technology

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

Client Intake 291

Client Intake Document automation Practice management Judge 291

Lawmatics

NOVEMBER 7, 2023

Yes, legal software typically includes AI tools that legal professionals can use to create legal documents. Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI-driven chatbots and virtual assistants handle routine client inquiries, appointment scheduling , and initial case assessments.

Client Intake 59

Client Intake Due diligence Legal advice Analytics 59

LawSites

OCTOBER 20, 2022

have entered into a collaboration agreement with the legal technology and publishing company Fastcase to develop what they say will be a state-of-the-art immigration case management and document automation platform. “A big component will be the document component,” Siskind said. Visalaw.Ai Automations developed by Visalaw.Ai

Document automation 97

Document automation Case management Immigration lawyer Bankruptcy 97

Lawmatics

APRIL 25, 2024

Creating an effective intake process for a law firm is crucial for efficiently managing client inquiries, ensuring that relevant information is gathered, and setting the stage for successful client representation. Establish intake channels: Determine how clients can submit their intake information.

Client Intake 52

Client Intake Law firm Attorney Software 52

Above the Law - Technology

MARCH 15, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

Client Intake 244

Client Intake Law Law Document management 244

Rocket Matter

SEPTEMBER 26, 2023

Create a step-by-step explanation of how to access our client portal in 400 words or less based on the provided information: copy and paste your current client portal access information Scan this document, find any instance of __, and replace it with an empty field to be filled in 2.

Client Intake 96

Client Intake Law Law Law firm 96

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.

Legal CRM 98

Legal CRM Client Intake e-filing e-records 98

Above the Law - Technology

MARCH 7, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

Client Intake 173

Client Intake Practice management Document management Law firm 173

LawSites

SEPTEMBER 27, 2021

On this episode of How It Works : Woodpecker , AI-enabled legal document automation for solo and small firms. Melehy and his team of engineers and attorneys say they believe that generating accurate legal documents should not be something that consumes the resources of small law firms.

Document automation 52

Document automation Client Intake Paralegal Attorney 52

Clio

JANUARY 15, 2024

Prepare for client intake before you meet your next client If you have yet to set up an automated client intake system, 2024 is the year to do it. A streamlined client intake system will save you time and eliminate the added potential for human error that comes with manual data entry.

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

Clio

APRIL 10, 2024

Digital Documents One of the primary culprits behind excessive paper usage in law firms is the requirement for physical documents, often obligating attorneys, staff, and clients to print, sign, and file paperwork. With Clio Grow, firms can create customizable intake forms that clients can complete electronically.

Client Intake 52

Client Intake Law Law Law firm 52

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.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

Lawyerist

MAY 16, 2024

This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.

Client Intake 52

Client Intake Law Law Time-tracking 52

Lawmatics

FEBRUARY 13, 2024

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.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Clio

MARCH 8, 2024

Are you using different tools for billing, case management, payments, document automation, reporting, calendaring, etc.? With a lot of manual processes, human error, missed documents, missed signatures, or missed deadlines can affect any stage of a case. Is your staff dealing with crashes, bugs, or an unreliable service?

Legal software 52

Legal software Legal software Software Client Intake 52

LawSites

SEPTEMBER 22, 2021

PracticePanther offers features in case management, time tracking, billing, client intake, payment processing, calendaring, e-signatures, and more, all designed to empower lawyers to automate their practices. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

Practice management 91

Practice management Software Client Intake Time-tracking 91

Colin S. Levy

MARCH 7, 2023

In the practice of law, AI is being used to automate and streamline various legal processes, including legal research, document review, and prediction of case outcomes. Document review: AI can be used to review and analyze large volumes of documents, such as contracts or discovery materials, to identify relevant information or patterns.

Client Intake 40

Client Intake Paralegal Law Law 40

Rocket Matter

FEBRUARY 22, 2023

For example, if you need additional transparency in processes during client intake, you can build out more detailed Kanban boards to support this. They support better processes Kanban boards help you discern which tasks consistently cause issues with your workflows or impact client work.

Law firm 52

Law firm Client Intake Time-tracking Law 52

Rocket Matter

JULY 24, 2023

With this integration, legal professionals can take advantage of ChatGPT from their Rocket Matter software directly, while adding additional security measures to protect your firm from liability. This makes it an excellent tool for the client intake process, marketing, and general client communications.

Client Intake 52

Client Intake Law Law Intellectual Property 52

Lawmatics

MARCH 29, 2024

Watch as our product manager, Devon, explores the unique benefits for family law practices using Lawmatics, illustrating practical applications that can revolutionize your approach to client intake. Also addresses handling no-shows and cancellations to ensure rescheduling.

Client Intake 52

Client Intake Law Law Law tech 52

Centerbase

APRIL 14, 2023

What does an exceptional client experience look like that will help you reach new prospective clients during an economic slowdown? Make a great first impression on clients with a fast, efficient client intake process The client intake process is likely your firm’s first substantive communication with a new client.

Law firm 52

Law firm Compliance Client Intake Law 52

Lawmatics

FEBRUARY 15, 2023

This includes marketing automation, contact management, sales management, and client intake. Client Intake: CRMs help law firms conduct efficient and effective client intake by automating intake forms, document requests, and organizing client information for future engagement.

Client Intake 40

Client Intake Time-tracking Legal CRM Law 40

Centerbase

MARCH 27, 2023

What does an exceptional client experience look like that will help you reach new prospective clients during an economic slowdown? Make a great first impression on clients with a fast, efficient client intake process The client intake process is likely your firm’s first substantive communication with a new client.

Law firm 52

Law firm Client Intake Law Law 52

Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

Time-tracking 92

Time-tracking Attorney Client Intake Software 92

LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

Clio

MARCH 14, 2024

Can—and should—you use e-signatures instead of traditional handwritten signatures on documents in your legal practice? We’ll also offer tips for how e-signatures can help streamline document processes and improve efficiency at your law firm—when used correctly. But are electronic signatures legally binding? What is an e-signature?

e-records 102

e-records e-filing Client Intake Court 102

LawSites

FEBRUARY 21, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

Paralegal 101

Paralegal Client Intake e-filing Document management 101

Lawmatics

JULY 7, 2023

Automated scheduling software takes the back and forth out of setting up appointments by enabling clients to schedule their own meetings. Document creation. Automation allows you to merge the data you need from your custom fields and auto-fill directly into boilerplate legal forms to generate documents. Document execution.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them. Simplify Client Communication.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

Legal Tech Monitor

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

Client Intake 59

Client Intake Document automation Practice management Judge 59

Clio

FEBRUARY 7, 2024

Clio for Clients In any relationship, success is built on solid communication—and communication is what Clio for Clients does best. Clients can access everything related to their case, including messages, documents, bills, and important dates, in one secure location. The document will open in Dropbox Sign.

Client Intake 64

Client Intake e-filing Law firm Time-tracking 64