Client Intake Estate planning Information 
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. Learn more here! Increased efficiency.
Justia Legal Marketing & Technology blog
JULY 29, 2025
Implementing a chatbot can give your firm a competitive edge: 24/7 Lead Capture: Chatbots engage visitors and collect contact information around the clock, even outside office hours. Faster Response Times: Immediate replies improve user experience and prospects are much more likely to become clients if they receive responses quickly.
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Rocket Matter
JANUARY 21, 2025
Its much quicker to click a button and produce a document than it is to find a similar document, open it in Word, save a copy to the right location, and copy the information you need into that document. The time saved can be applied to billable tasks and client-facing work. Implementing document automation can save considerable time.
Rocket Matter
FEBRUARY 20, 2025
It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency.
Lawmatics
JUNE 8, 2023
As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.
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?
LawSites
MARCH 2, 2023
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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