Remove Client Intake Remove e-records Remove Law
article thumbnail

What is a Client Intake Form?

Lawmatics

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.

article thumbnail

5 Best Legal Workflow Automation Software Tools in 2025

Percipient

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.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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

Rocket Matter

The post How to Grow Your Law Firm: 10 Strategies for Sustainable 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. The question is, whats the best way to grow your law firm ?

article thumbnail

Client Intake Software

Lawmatics

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?

article thumbnail

The Future of Law Firms: How to Adapt in a Changing Industry

Rocket Matter

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?

article thumbnail

Essential Tools for Virtual Estate Planning Attorneys

Clio

To help you choose the ones that fit best, weve outlined the top wills and estates law software and tools available today. As you explore the list, consider where your firm needs the most support, and where you can simplify workflows to better serve clients. Over time, your cases can evolve, and client involvement can shift.

article thumbnail

How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

Delivering a responsive, client-centered experience at your law firm helps convert leads, retain clients, and build your reputation as the best law firm to work with. Yet balancing clients’ needs with the demands of your caseload is tricky. What is a law firm to do? Client intake.