Rocket Matter

APRIL 30, 2025

From client intake and document management to billing and case tracking, automation tools enhance how legal teams work. Download free guide 3. Clients Expectations and the Future of Law Firms In Gallups 2023 Honesty and Ethics survey , U.S. Download free guide 5.

Law firm 59

Law firm Time-tracking Law Law 59

Rocket Matter

OCTOBER 23, 2024

Download free guide Rocket Matter’s unique CRM features and scalability Rocket Matter isn’t just any CRM—it’s designed specifically for law firms. Advanced automation : Automate everything from client intake to case updates.

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Time-tracking Document management Legal CRM Practice management 52

Rocket Matter

SEPTEMBER 26, 2023

Download free guide 4. Generate ideas for social media posts Marketing is an important part of generating client leads, but keeping up with social media can be exhausting.

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Client Intake Law Law Law firm 96

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. Start accepting payments online! Start accepting payments online!

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Rocket Matter

JANUARY 27, 2025

Download free guide 5. Showcase Client Testimonials and Case Studies Potential clients want reassurance from others whove been in their shoes. There are just certain things in life that you wouldnt, even couldnt, do without a little research and background information. Running a legal practice is definitely one of those things.

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Rocket Matter

MARCH 14, 2023

If you’re marketing just for the sake of marketing, then it’s not going to provide the right type of value for current or potential clients, and it will feel like pulling teeth within your own business. Your clients need support through the sales funnel. Download free guide What would be deal breakers (and makers)?

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Law firm Client Intake Legal CRM Law 83

Rocket Matter

JANUARY 21, 2025

Download free guide 3. Everything should be scriptable, from client intake to invoice creation. Download free guide More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm

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Document automation Law firm Law Law 52

Clio

MARCH 28, 2025

Or skip ahead to download the 2025 Legal Trends for Mid-Sized Law Firms report and get even more insights on AI, alternative payment options, client marketing, firm spending, and more! There is a strong correlation between use of Clio features and increased client intake performance. Where does the data come from?

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Law firm Electronic payment Law Law 52

Rocket Matter

FEBRUARY 20, 2025

Download free guide 3 things to know about successful Google Ads campaigns Starting and being consistent with a Google Ads campaign isnt light work. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency. Determining your paperless processes 2. And more important resources!

Law firm 52

Law firm Injury Lawyer Time-tracking Accident Lawyer 52

Clio

FEBRUARY 27, 2025

Looking for a more reliable way to track your employment law firms leads and streamline the client intake process? Meeting employment law clients where they are From wrongful termination and wage disputes to discrimination and sexual harassment in the workplace, the needs of employment law clients are incredibly varied.

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

OCTOBER 10, 2023

Download free guide 8 tips for taking advantage of automatic time-tracking Successful lawyers know they need an integrated solution to track their time. For example, instead of labeling it an “initial client consult,” always call it a “client intake call.”

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Time-tracking Attorney Client Intake Software 92

Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Download free guide The post Law Firm Management: Key Insights and Strategies for Success appeared first on Rocket Matter.

Law firm 52

Law firm Time-tracking Law Law 52

Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

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Attorney Client Intake Time-tracking Practice management 110

Attorney at Work

APRIL 30, 2021

Instead of potential clients being told to download a brochure or booklet to gain information, they get to watch and learn from their potential lawyer via video. For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms. Settify has expanded from Australia and the U.K.

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Lawyer Client Intake Law firm Attorney 145

Rocket Matter

DECEMBER 17, 2024

Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Download free guide More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm

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Law firm Law Law Legal CRM 52

Rocket Matter

DECEMBER 16, 2024

12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Download free guide Why a year-end review matters for your law firm Your financial health checks go beyond tallying income and expenses. Start accepting payments online! Start accepting payments online!

Time-tracking 52

Time-tracking Billing software Law Law 52

Lawmatics

APRIL 16, 2024

Client intake is extremely important for law firms, as it establishes the attorney-client relationship and converts a prospect into a paying client. Many firms perform manual client intake processes, which can present several challenges. Manual intake workflows tend to be: Time consuming.

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Client Intake e-filing Law firm Attorney 52

Rocket Matter

MARCH 26, 2025

Download free guide 4 Legal Workflow Problems You Can Fix with Automation At this point, its safe to say that using traditional, manual processes is no longer sustainable for any law firm.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

Download free guide 4 Legal Workflow Problems You Can Fix with Automation At this point, its safe to say that using traditional, manual processes is no longer sustainable for any law firm.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

FEBRUARY 18, 2025

Download free guide Computer Software Your law firm will also need various computer software solutions. 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! Determining your paperless processes 2.

Law firm 52

Law firm e-filing Law Law 52

Rocket Matter

FEBRUARY 25, 2025

Download free guide Legal Digital Transformation : 5 Steps to Modernize Your Law Firm Theres no denying the truth: Law firms that fail to embrace digital transformation risk falling behind.

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Law firm Law Law Legal CRM 52

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Cutting the fluff from client intake . Is your client intake process efficient ?

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

OCTOBER 3, 2023

Download free guide Entry descriptions Whatever software you use to track billable hours, when you label your task, pay at least a little bit of attention to what you write. Demystifying the Billable Hour: How to Right-Size Your Rates With prices rising so much over the last year (global inflation is forecasted at 8.8%

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Time-tracking Lawyer Due diligence Software 97

Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. Download free guide 3. Start accepting payments online!

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Client Intake Law firm Time-tracking Legal CRM 72

Bigfork Tech

JULY 23, 2024

Simplify Processes for Clients or Prospects An effective client intake form should streamline your sales process, not complicate it. Avoid overwhelming clients with too many questions. Download our free In-House Technology Checklist to see where your legal department measures.

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Client Intake Legal tech Legal tech Software 52

Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks. .

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Law firm Time-tracking Law Law 86

LawSites

JUNE 3, 2021

The practice management platform PracticePanther today introduced native e-signatures , enabling law firms to send and obtain signatures on documents from directly within the platform, a feature that could both save time for users and streamline tasks such as client intake.

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Client Intake Time-tracking Practice management Law firm 52

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. Download free guide 2. Running a legal practice is definitely one of those things.

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Client Intake Time-tracking Law Law 52

Rocket Matter

APRIL 11, 2023

Here are three ways to level up your client relationships at each stage of the game, without sacrificing billable hours. 1. Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition.

Legal CRM 52

Legal CRM Client Intake Time-tracking Practice management 52

Bigfork Tech

DECEMBER 13, 2022

Overwhelming clients or prospects. A good client intake form doesn’t introduce a lot of resistance to your sales process. You do not want to ask too many questions, so we suggest breaking up your intake form process. There’s no need for multiple apps and downloads when everything is in one place.

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Client Intake Software Legal tech Legal tech 52

Rocket Matter

DECEMBER 26, 2023

Download free guide 2. Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Start accepting payments online!

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

OCTOBER 12, 2023

It’s important to know the capabilities of each processor, which is right for you, and which will save you time and money (and potentially, your firm’s caboose). 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Start accepting payments online! Start accepting payments online!

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Time-tracking Legal CRM Practice management Law firm 92

Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

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Legal CRM Time-tracking Client Intake Law firm 52

Legally Speaking

JANUARY 21, 2023

Clio's recent guides Download Clio’s free guides by clicking on the links below: How to Protect Your Law Firm From Rising Inflation Maintain a consistent flow of clients for your firm despite changes in demand for legal services. Utilising an efficient intake process to increase revenue.

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Client Intake e-filing e-records Document storage 40

Rocket Matter

JULY 24, 2023

This makes it an excellent tool for the client intake process, marketing, and general client communications. Drafting client intake document templates ChatGPT may not be reliable for generating sound legal documents, but it is a fantastic way to create document templates for future use. Download free guide 2.

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Client Intake Law Law Intellectual Property 52

Rocket Matter

JANUARY 23, 2024

Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time. Start accepting payments online! On your quest for the right payment processor, look for features that streamline and support the way law firms operate.

Law firm 52

Law firm Law Law Client Intake 52

Clio

FEBRUARY 7, 2025

You can read our criteria below, or download them in the form of our law firm website scorecard. Clients shouldnt have to struggle to get in touchand likely wont bother. Give clients multiple calls-to-action to contact your firm and clearly display contact details on your home page. Does the site offer online client intake?

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