Rocket Matter

JANUARY 21, 2025

Get free e-book Is your law firm struggling to keep up with repetitive document creation? Manually drafting documents takes up valuable time, introduces the risk of error, and diverts your attention from high-value tasks. Thats where efficient law firm document automation comes in.

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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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Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.

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Clio

NOVEMBER 21, 2024

Before potential clients pick up the phone, there’s a good chance they’ve already formed an opinion of your firm based on your website. They’ve scanned the design, skimmed through lawyer bios, and decided—sometimes in seconds—whether they trust you with their legal matters. The challenge? Looking for an all-in-one solution?

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Clio

SEPTEMBER 18, 2024

Being a lawyer isn’t easy. From intaking new clients to juggling open legal cases and keeping up with administrative work, being a great lawyer requires careful management, patience, and dedication. The great news is: Chatbots for lawyers can help with all aspects of a lawyer’s day-to-day.

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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? Risk Management. Conflict Checking. Time-Saving.

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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. Checklists in Clio Grow create a standardized intake process so it is easy for anyone to provide a consistent experience for clients.

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Attorney at Work

APRIL 30, 2021

During the pandemic, lawyers have experienced changes in how they connect with people — including those who might need their services. So what are some of the best online business development options lawyers have been using, and that you could be using too? Also, who is one of the busiest lawyers you know?

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Clio

APRIL 28, 2025

As an immigration lawyer, you juggle countless documents, forms, and intricate details to help clients navigate the immigration process. How are immigration lawyers using AI in practice? AI simplifies immigration law by helping lawyers manage large caseloads more efficiently and accurately. Thats where AI comes in.

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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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Clio

JANUARY 15, 2024

New Year’s resolutions for lawyers can be even more challenging—balancing legal career-related goals and personal ones is no easy feat. However, having a few realistic resolutions can make a big personal and professional difference for lawyers. Below are 12 realistic New Year’s resolutions for lawyers (that’s one a month!)

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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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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. In addition to providing NextChapter with materials from the book, Visalaw.ai Visalaw.Ai Visalaw.Ai Seeing A Market Need.

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Clio

MARCH 7, 2025

To thoroughly assess your firms tech infrastructure and uncover potential gaps, consider these key questions: Are your case files, documents, client communications, and billing records easily accessible across systems? However, AI is most effective when built on a strong foundation of structured, standardized documents.

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Percipient

MAY 30, 2025

It takes those repeatable legal processes, like client intake, document review, or approvals, and automates them. With an automated workflow, things like sending client intake forms, sharing legal documents, or assigning approvals happen without constant follow-ups.

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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? Conflict check.

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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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Legal Tech Blog

OCTOBER 10, 2023

This launch marks Clio’s first practice-specific customization , delivering technology to meet the needs of 50,000 personal injury lawyers practicing across the United States. It also serves a demand for personal injury lawyers to work seamlessly on a centralized cloud-based platform within larger, multi-practice firms. “For

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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

JUNE 24, 2025

AI-powered solutions for lawyers address the unique challenges small legal practices face: Wearing too many hats. When you’re the lawyer, office manager, and IT department all rolled into one, routine tasks eat up hours you could spend on client work. Document review, legal research , and contract drafting take time.

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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.

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Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. Catherine Tang (@attorneycat) is a business and trademark lawyer licensed in California and Wisconsin. Related reading: “ Lawyer Tech Tips: Collaboration Tools.”).

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Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

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Clio

FEBRUARY 20, 2025

Behind the numbers are people and families navigating a complex legal processand searching for an immigration lawyer to guide them through it. So, how do you make sure clients find your firm ? But without a clear lead generation strategy , even the most skilled immigration lawyers risk being overlooked. Short on time?

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Law firm Client Intake Immigration lawyer Time-tracking 52

Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Address client needs.

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Attorney at Work

AUGUST 27, 2021

So, we asked the experts to share some favorite tech tools and tips to help lawyers communicate and collaborate more effectively mid-pandemic — and beyond. It’s easy to review documents using screen sharing, or share documents via Teams to collaborate and edit in real time. For more, see the Sensei group’s tips below!).

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Clio

MAY 12, 2025

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever.

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Attorney at Work

JANUARY 7, 2022

The goal is to ensure you have the tools to effectively take a client from onboarding to ending the retainer all online. This means making sure your tech deck enables you to communicate, share information and documents, sign documents, bill, accept payments and say goodbye, all online. Existing features.

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Clio

JULY 7, 2025

Just consider these statistics: AI adoption among lawyers jumped from 19% to 79% between 2023 and 2024, according to the latest Legal Trends Report. As technology becomes increasingly central to staying competitive, legal engineers are helping firms modernize by empowering lawyers to work smarter and better serve their clients.

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Rocket Matter

DECEMBER 18, 2024

To avoid being left behind, law firms must turn to modern data management and client engagement solutions. Rocket Matter is designed to help your legal practice, regardless of size, take control of your client intake and marketing efforts. They have to run a successful business and find clients on top of navigating cases.

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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 information does the client intake form gather?

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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. Building document templates. Adding e-signatures to document templates. Workflow automations.

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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. Create email drafts Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time.

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CaseFox

JUNE 22, 2023

Paralegal vs Lawyer Who, What, How The legal world is wide and multifaceted. In this blog we will talk about paralegal vs lawyer and paralegal vs attorney. It will help you understand the role of lawyers, paralegals and attorneys and how they are different. Lawyers directly take part in all the legal proceedings of the court.

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Percipient

JANUARY 20, 2025

Even clients are on board70% say theyre fine with or even prefer working with firms that use AI. As AI keeps evolving, its clear that lawyers and firms who embrace these tools now will have a big advantage in the future. This shift isnt just a trend; its becoming the new normal. So, how can you get in on it?

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Rocket Matter

MARCH 11, 2025

Without a structured system, you risk missing deadlines and losing documents with the result being a tarnished reputation and a whole lot of frustrated clients. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Download free guide 6.

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