Rocket Matter

NOVEMBER 25, 2024

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. With advanced technology for law firms, experts can reduce the time they spend on repetitive tasks and place more effort on more demanding activities like client strategy.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Rocket Matter

JANUARY 21, 2025

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 Is your law firm struggling to keep up with repetitive document creation? Thats where efficient law firm document automation comes in.

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Document automation Law firm Law Law 52

Rocket Matter

APRIL 22, 2025

The post Rocket Matter vs. Neos: Which Legal Software Is Better for Your Firm? 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. appeared first on Rocket Matter. What Is Rocket Matter? What Is Neos?

Legal software 52

Legal software Legal software Software Document storage 52

Percipient

MAY 30, 2025

For clients, it means faster responses, fewer delays, and a better experience overall. What Is the Role of Legal Workflow Automation Software? Legal workflow automation software helps law firms and legal professionals run their daily operations with less manual work and fewer errors.

Time-tracking 52

Time-tracking Client Intake Software Billing software 52

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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Client Intake Software Time-tracking Legal software 40

Above the Law - Technology

MARCH 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

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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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Client Intake e-records Law firm Software 52

Lawyerist

OCTOBER 25, 2024

And, understandably, the heart of their message speaks to the betterment of existing strengths: “100% Tabs3 Software in the cloud.” Tabs3 Billing This tool sets the standard for legal time and billing software. Experienced engineers handle data backups, software updates, and any other required service. based support personnel.

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Time-tracking Practice management Client Intake Software 64

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.

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Practice management Software Client Intake Time-tracking 98

Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Are there certain areas where documents are typically returned or rejected because of mistakes? How are tasks assigned out?

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

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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Client Intake Practice management Software Law firm 52

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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Client Intake Law firm Time-tracking Law 56

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.

Client Intake 52

Client Intake Software Law firm Data protection 52

Clio

NOVEMBER 21, 2024

It also integrates with Clio’s legal practice management software, so you can manage everything from one platform. They’re specifically designed for busy legal professionals, offering built-in features like secure client intake forms, communication tools, and integrated scheduling. Automated appointment scheduling.

Attorney 111

Attorney Law firm Practice management Client Intake 111

Clio

MAY 12, 2025

In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success. Learn more here!

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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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Client Intake Criminal Defense Estate planning Compliance 40

Attorney at Work

JANUARY 27, 2022

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area.

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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. 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.

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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 Fastcase, he saw the opportunity to address that dissatisfaction by developing sophisticated software with rich content.

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Document automation Case management Immigration lawyer Bankruptcy 98

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.

Time-tracking 52

Time-tracking Client Intake Law Law 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 .

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Client Intake Document automation Time-tracking Attorney 52

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. Here’s how to make the most of your legal CRM software. Client intake.

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Legal CRM Client Intake e-filing e-records 98

Lawyerist

APRIL 11, 2025

Many firms find their current law practice management software (LPMS) lacking in depth of functionality, particularly in case management and financial reporting. These pains can lead to frustration, lower productivity, and potentially, dissatisfied clients. Client satisfaction is at the heart of Tabs3 Cloud’s mission.

Time-tracking 52

Time-tracking Electronic payment Practice management Software 52

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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Client Intake Attorney Legal advice 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 Attorney Legal advice Document management 52

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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Client Intake Compliance Law firm Legal advice 40

LawSites

MAY 15, 2024

Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult.

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Client Intake Document automation Software Law firm 64

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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Rocket Matter

MARCH 11, 2025

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. Firms that adopt innovative solutions gain a competitive edge through improved efficiency and client service. Download free guide 6.

Law firm 52

Law firm Time-tracking Client Intake Law 52

LawSites

MAY 9, 2022

LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting. Joining me to demonstrate how it works is John Levesque , cofounder of LollyLaw and now co-general manager of LollyLaw at Paradigm.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

Clio

APRIL 15, 2025

What is legal workflow management software? Legal workflow management software helps law firms automate processes like appointment scheduling, email communication, and task management to ensure timeliness and accuracy while saving you money, time, and effort. Book a demo ! Cons Certain features may not be available in all regions.

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Time-tracking Client Intake Software Law firm 52

Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. Do you need to be able to access the software both in-office and remotely? Technology is an integral part of every attorney’s day-to-day—from trial preparation to drafting and organizing documents.

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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.

Client Intake 40

Client Intake Software Law firm Data protection 40

Clio

SEPTEMBER 3, 2024

This is where legal billing software comes in. Legal billing software streamlines many essential billing tasks for law firms—like tracking billable hours and expenses, creating invoices, and managing payment collections. In the following blog post, we’ll explore how to find the best legal billing software for large firms like yours.

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Billing software Software Time-tracking Law firm 105

Rocket Matter

MARCH 28, 2025

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. SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Create a roadmap for growth and expansion.

Law firm 52

Law firm Time-tracking Law Law 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. What is Intake Software Used For? What is the Purpose of an Intake Software?

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Software Client Intake Document management Billing software 52

Attorney at Work

SEPTEMBER 15, 2022

Offering a legal service is, of course, quite different from developing a new disinfectant, or building a software application or a material object. Your firm may not be in a position to hire a legal project manager, but many software programs out there can help lawyers manage ongoing and chaotic workflows.

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