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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. Think Like a CEO.

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7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

Download free guide 7. You can access case information, communicate with clients, and track time from anywhere. Determining your paperless processes 2. Establishing naming and filing conventions 3. Choosing an online storage provider 4. Embracing mobile paperless tools 5. And more important resources! And more important resources!

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Best Blogging Platforms for Lawyers in 2025

Clio

Take your law firm to the next level with Clio Grow, the client intake solution that streamlines your practice, impresses your clients, and enhances your professional online presence. With WordPress.org , you download the software and install it on your own hosting account. You take care of the writing and posting.

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How to Grow Your Law Firm: 10 Strategies for Sustainable Success

Rocket Matter

Download free guide 5. 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. Download free guide 6. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm.

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Rocket Matter vs. Neos: Which Legal Software Is Better for Your Firm?

Rocket Matter

Developed by Assembly Software, the company behind Needles and Trialworks, Neos offers native tools like client intake forms, document storage, dashboard reporting, and integrations for communication and accounting. Download free guide Client management Your legal software should support every stage of the client journey.

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Smokeball to Expand Its Law Practice Management Platform With Addition Of Client Intake Feature

LawSites

Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.

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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

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.