Client Intake Estate planning Lawyer 
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.
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.
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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?
Rocket Matter
FEBRUARY 20, 2025
However, even though you can attract quality leads through Google Ads, there are a few hurdles many lawyers face when implementing it. 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.
Rocket Matter
SEPTEMBER 26, 2023
By streamlining tasks, including marketing and client communications (which any lawyer knows can take up more time than expected), law firms that leverage AI can increase their profitability and productivity. Get free guide How to Master Your Law Firm’s Time and Billing Lawyers have a heavy workload.
Rocket Matter
OCTOBER 3, 2023
so that a firm can do an autopsy of its workflow and make tweaks to enhance productivity. However, anything longer than that and you may be short-changing your clients, who expect the time they are paying for to be used wisely. Measuring time in increments longer than 6 minutes could also risk compliance violations since rule 1.5
Rocket Matter
JANUARY 21, 2025
Document automation for lawyers eliminates this by providing structured, ready-to-use templates that are filled in with client data. The platform allows firms to organize templates by practice area (family law, estate planning, intellectual property law, etc.) And the creation of legal documents is a major part of that.
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