Clio

SEPTEMBER 8, 2024

In addition, we’ll offer some lawyer-client interview sample questions to integrate into your process. How do you prepare for a lawyer-client interview? Conducting a great client interview is critical to an effective client intake process , and it’s an important initial step to providing a client-centered experience.

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Above the Law - Technology

APRIL 25, 2023

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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Rocket Matter

NOVEMBER 25, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Automating these tasks not only saves time, but also reduces human error.

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Lawmatics

AUGUST 15, 2024

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Improved case assessment.

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Clio

MARCH 7, 2025

Just as installing a high-tech engine on a car with flat tires wont get you far (and probably isnt the safest choice), simply adding AI to outdated systems wont drive sustainable success for your law firm. This step-by-step guide will walk you through how to introduce AI into your law firm’s tech stack. Ready to get started?

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Law Technology Today

JULY 17, 2023

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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Above the Law - Technology

MARCH 7, 2023

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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Clio

NOVEMBER 21, 2024

Clio’s law firm website builder is the perfect choice for legal professionals. An attorney website template is a pre-designed layout tailored specifically for solo practitioners and law firms. These five templates are designed to highlight your firm’s expertise and build trust with clients—right from the very first click.

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LawSites

OCTOBER 20, 2022

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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Percipient

MAY 30, 2025

A good legal workflow makes work easier for legal professionals, improves client satisfaction, and brings consistency to your law firm or legal practice. For legal professionals, the right workflow means less time managing routine tasks and more time focusing on clients. Why Does a Good Legal Workflow Matter?

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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. 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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Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Clio Grow simplifies and automates the client intake processhelping busy immigration law firms bring on new clients smoothly.

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Rocket Matter

MARCH 11, 2025

The post How to Grow Your Law Firm: 10 Strategies for Sustainable Success appeared first on Rocket Matter. Get free e-book If youve been proactively working to grow your law firm , you know firsthand that the road to business success is fraught with challenges. The question is, whats the best way to grow your law firm ?

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Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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Lawmatics

JULY 2, 2024

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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Rocket Matter

MARCH 28, 2025

The post Law Firm Management: Key Insights and Strategies for Success appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm.

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Percipient

MARCH 31, 2025

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. And its not just for big law firms.

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Lawmatics

APRIL 30, 2024

Legal client intake forms are critical for an efficient client onboarding process. Firms traditionally created their intake forms manually, legal client intake automation improves efficiency, reduces time spent on administrative tasks, and enhances the client experience.

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Lawmatics

JULY 9, 2024

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

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Rocket Matter

DECEMBER 17, 2024

While they will continue to serve lawyers and law firms, modern clients demand innovation. Law firm innovation must become a foundational part of your business strategy if you want to thrive in the legal environment of tomorrow. Staying Ahead: Why Innovation Is Crucial for Law Firms There were over 1.33

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Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. New innovations in legal tech have become the great equalizer for many law firms, helping them output that’s competitive with other, larger law firms. Selecting the Right Type of Law Office Technology.

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Rocket Matter

NOVEMBER 22, 2022

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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Clio

MARCH 25, 2025

Are there certain areas where documents are typically returned or rejected because of mistakes? Are communications with clients or other offices causing bottlenecks? With Clio Duo , you can get quick insights, delegate task creation and time entries, and even extract data from existing documents.

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Rocket Matter

SEPTEMBER 26, 2023

By streamlining tasks, including marketing and client communications (which any lawyer knows can take up more time than expected), law firms that leverage AI can increase their profitability and productivity. Understandably, many law firms are cautious about utilizing ChatGPT and other AI tools.

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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.

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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.

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Rocket Matter

APRIL 30, 2025

The post The Future of Law Firms: How to Adapt in a Changing Industry appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book What will the future of law firms look like in a few years?

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LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts. Workflow automations.

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Clio

MARCH 28, 2025

As the most comprehensive analysis of the legal industry, the Legal Trends Report consolidates vital information on law firm performance while illuminating the influential factors driving changes in legal practice. For lawyers in mid-sized firms, we provide unique insights with our annual Legal Trends for Mid-Sized Law Firms report.

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Lawyerist

OCTOBER 25, 2024

PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more. Tabs3 CRM Law firms are quickly learning the value of thorough referral and lead tracking with customer relationship management (CRM) software.

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Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Compliance.

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Clio

APRIL 16, 2025

In the past week alone, I used one to find an online menu for a restaurant, and another to pull recent information for a document. Yet, small law firm website design doesnt always get the care it deservesoften leaving potential legal clients with many unanswered questions and uncertainty about their next steps.

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Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What should be on a client intake form template?

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Clio

APRIL 28, 2025

AI is reshaping the legal industry, and immigration law is no exception. As an immigration lawyer, you juggle countless documents, forms, and intricate details to help clients navigate the immigration process. Curious how legal AI can enhance your immigration law firm? This is where AI can help.

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Rocket Matter

FEBRUARY 20, 2025

The post Next Level Strategy: How Law Firms Should be Using Google Ads appeared first on Rocket Matter. If you run a law practice and need qualified leads who are eager to find your firm, Google Ads is a great way to start. Rocket Matter is here to share the details so you can get started today and land your first new clients.

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LawSites

MAY 9, 2022

On this episode of the video series How It Works : LollyLaw , a cloud-based, all-in-one case management platform for immigration law firms. LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting.

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Rocket Matter

FEBRUARY 25, 2025

The post Digital Transformation for Law Firms: A Guide to Modernizing Your Practice appeared first on Rocket Matter. But if this is the case for what clients require, then why are there still too many law firms buried in the unnecessary abundance of physical paperwork? What Is Legal Digital Transformation ?

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