Martindale-Avvo

FEBRUARY 13, 2024

Whether you own an established practice or are just starting your firm, an efficient intake process is vital for boosting conversions and keeping your practice running on all cylinders. Here is what you need to know about the client intake process and some legal intake solutions for small law firms.

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Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. What is the Purpose of an Intake Software? The post What is Intake Software? What is the Most Popular Legal Software?

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LawSites

APRIL 10, 2023

The year before, they had acquired the legal dockets and analytics company Docket Alarm, and, as you will hear, they were already seeing analytics as a key component of their future growth. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Clio

DECEMBER 16, 2024

For the best results, segment your email lists based on client personas to ensure recipients receive content tailored to themwhether theyre preparing for mediation, dealing with custody concerns, or just starting the divorce process. Hearing directly from a lawyer adds a personal touch and reinforces your firms credibility.

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Divorce lawyer Lawyer Time-tracking Mediator 52

Centerbase

APRIL 14, 2023

What does an exceptional client experience look like that will help you reach new prospective clients during an economic slowdown? Make a great first impression on clients with a fast, efficient client intake process The client intake process is likely your firm’s first substantive communication with a new client.

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Law firm Compliance Client Intake Law 52

Centerbase

MARCH 27, 2023

What does an exceptional client experience look like that will help you reach new prospective clients during an economic slowdown? Make a great first impression on clients with a fast, efficient client intake process The client intake process is likely your firm’s first substantive communication with a new client.

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Law firm Client Intake Law Law 52

Legal Tech Monitor

APRIL 10, 2023

The year before, they had acquired the legal dockets and analytics company Docket Alarm, and, as you will hear, they were already seeing analytics as a key component of their future growth. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Rocket Matter

MARCH 26, 2025

When an important hearing or filing due date changes, staff must adjust multiple related tasks by hand. Automated workflows ensure that all steps are documented accurately, with the system automatically logging completed tasks to prevent oversight.

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Law firm Time-tracking Law Law 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 ? Stay in touch .

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Rocket Matter

MARCH 26, 2025

When an important hearing or filing due date changes, staff must adjust multiple related tasks by hand. Automated workflows ensure that all steps are documented accurately, with the system automatically logging completed tasks to prevent oversight.

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Law firm Time-tracking Law Law 52

Clio

MARCH 17, 2025

Its a question youve likely been grappling with more and more lately as you hear about your peers adopting AI: Where does your firm stand on legal AI adoption? The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research.

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Clio

AUGUST 28, 2024

Most energy lawyers act as in-house counsel for corporations to help clients stay compliant with current energy laws and regulations. They also often help with litigation and formal hearings if compliance issues arise with agreements relating to energy harvesting, production, and use. So, what is a student loan lawyer ?

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LawSites

JUNE 13, 2022

Several declined to comment, but I did hear from three: Jack Newton, founder and CEO of Clio. Jack Newton is the founder and CEO of the legal technology company Clio , whose products include Clio Manage for practice management and Clio Grow for CRM and client intake. Soumya Nettimi, CEO of Paradigm. Jack Newton, Clio.

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Clio

JULY 3, 2024

How did you hear about our firm?” Source data from your client intake software. Your firm’s client intake software can provide valuable insights for your marketing efforts too. How to track and measure the success of your law firm marketing plan Ask for feedback.

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LawNext podcast

APRIL 10, 2023

The year before, they had acquired the legal dockets and analytics company Docket Alarm, and, as you will hear, they were already seeing analytics as a key component of their future growth. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Client Intake e-records Analytics Document automation 40

Martindale-Avvo

MARCH 12, 2024

” In fact, 80% of legal consumers will look elsewhere if they don’t hear back in 48 hours. In Martindale Avvo’s “ Understanding the Legal Consumer 2023″ report, one of the top reasons respondents gave for not hiring an attorney was “[they] did not respond.”

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CaseFox

JULY 25, 2023

It provides greater convenience to clients and more flexibility for legal professionals. Video conferencing, online document signing, and virtual court hearings have become commonplace. These platforms streamline administrative tasks, such as timekeeping, billing, client intake, and calendaring.

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Attorney at Work

JANUARY 7, 2022

Using a CRM can save time by eliminating redundancies such as entering the same information in multiple places for client intake versus client billing. If you are a Clio user, investigate Clio Grow, which allows you to automate your intake process, schedule consults and accept payments online. What tool to choose?

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Rocket Matter

JANUARY 23, 2024

Rather, write “case research on Flynn v Grimes for Saturday hearing.” Technology's role: Facilitate easier payment processes all around The best technology should work behind the scenes, allowing you to improve processes and impress clients without heavy lifting. Is automated billing and payments exciting to your clients?

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Rocket Matter

JANUARY 9, 2024

If attorneys use the same time entry labels for tasks, it will be clearer to clients. These labels could look like: Client intake call with Motion writing for case Lead follow-up with _ Trial preparation for Research to uncover Witness interview for case 4.

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Martindale-Avvo

MARCH 12, 2024

” In fact, 80% of legal consumers will look elsewhere if they don’t hear back in 48 hours. In Martindale Avvo’s “ Understanding the Legal Consumer 2023″ report, one of the top reasons respondents gave for not hiring an attorney was “[they] did not respond.”

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Criminal Defense Estate planning Legal CRM Law firm 92

CaseFox

JUNE 29, 2023

The legal motion follow-up can include filling in the response for the motion or attending the motion hearing. Legal case management software or law practice management software allows lawyers and attorneys to gather information through online client intake features. It is important to be prepared to defend your motion.

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Legal Tech Monitor

JANUARY 25, 2024

The lawyer’s view of what is most frustrating to clients during the representation process may differ from the law firm receptionist, who may have great input on what they hear. Post-representation surveys, exit interviews and other techniques can solicit input from your past clients to improve future clients’ representation.

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Rocket Matter

JULY 22, 2022

Do you want to up your client intake? Again, these processes can be automated with the help of the right client relationship management (CRM) software features. Intake analytics. Consider your business objectives and where you want your marketing strategy to improve. Do you want to grow in a certain niche?

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Lawyer Law firm Client Intake Analytics 52

Attorney at Work

AUGUST 27, 2021

After hearing about Monday.com from an ABA TECHSHOW 2021 speaker, attorney Regina Edwards, and how she used it in her practice to organize cases and collaborate with her staff, I had to test this out. Heidi Alexander: Starting Off Your Week With Monday.com.

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Rocket Matter

JULY 15, 2024

No matter how potential clients hear about you—whether through word of mouth, social media, or PPC advertising—they will undoubtedly visit your website to learn more about your services and expertise. So, your website needs to be the best representation of your firm and a valuable resource for clients.

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Rocket Matter

JANUARY 14, 2025

Get them involved early onask for their input, hear their pain points, and factor in their ideas. Focus on Communication Keep everyone in the loop with real-time updates on deadlines, case progress, or client feedback. Engage Your Team Your team knows the ins and outs of daily operations better than anyone else.

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Time-tracking Criminal Defense Law firm Software 52

Martindale-Avvo

MARCH 12, 2024

” In fact, 80% of legal consumers will look elsewhere if they don’t hear back in 48 hours. In Martindale Avvo’s “ Understanding the Legal Consumer 2023″ report, one of the top reasons respondents gave for not hiring an attorney was “[they] did not respond.”

Criminal Defense 52

Criminal Defense Estate planning Legal CRM Law firm 52

Lawmatics

APRIL 6, 2023

Automation helps legal teams and law firms to string together various manual processes, such as client intake , to make everyday workflows more scalable. Chatbots also provide a more accessible interface by allowing those who are hearing or physically or visually impaired to communicate by voice or text. Legal workflows.

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Law firm Document automation Law Law 52

Lawmatics

MARCH 2, 2023

Here are some key points: The Client Journey Matt and Louis discuss the client journey and what it means to delight a client. of Lawmatics and the importance of optimizing the client intake process. What are the phases of the client journey? What steps can firms take to create a full client journey?

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3 Geeks and a Law Blog

OCTOBER 23, 2023

And they were more than happy to hear that. It was actually other attorneys who were working both in the legal aid space and outside of Legal Aid space, who wanted to build similar workflows, workflows that would go from client intake, to document automation to really everything that you wanted to interact with the client on.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

3 Geeks and a Law Blog

JANUARY 31, 2024

I think that we’re going to hear a lot more about other Large Language Models over the next year, I think, and will realize probably, that we would they were already some of the vendors were already working with those other models, but they just hadn’t gotten quite as much airtime. What are the tools that are out there?

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CaseFox

OCTOBER 9, 2023

The roles of bankruptcy lawyers include: Offer counsel on the bankruptcy process Represent clients in the process of hearing Draft documents for clients Strong negotiation skills Commercial Law Commercial law is a practice area that governs legal issues regarding business activities and transactions.

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Intellectual Property Estate lawyer Bankruptcy Legal advice 52

Legal Tech Monitor

OCTOBER 23, 2023

And they were more than happy to hear that. It was actually other attorneys who were working both in the legal aid space and outside of Legal Aid space, who wanted to build similar workflows, workflows that would go from client intake, to document automation to really everything that you wanted to interact with the client on.

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Legal tech Legal tech Document automation Hearing 52

Clio

SEPTEMBER 20, 2023

That’s why Clio launched the Academic Access Program , which offers law and paralegal students, instructors, and legal clinics free access to our industry-leading legal practice management and client intake software. Nick Slonosky, Supervising Lawyer at the L.

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Intellectual Property Estate lawyer Law Law 52

Martindale-Avvo

OCTOBER 17, 2023

You have to help your clients, but lead generation still needs to get done. Martindale-Nolo can focus on introducing you to new potential clients. Contact Martindale-Nolo today to hear more from a legal marketing expert about how they can help you. Start generating high-quality leads as soon as possible.

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Law firm Attorney Hearing Client Intake 52

Legal Tech Monitor

JANUARY 31, 2024

I think that we’re going to hear a lot more about other Large Language Models over the next year, I think, and will realize probably, that we would they were already some of the vendors were already working with those other models, but they just hadn’t gotten quite as much airtime. What are the tools that are out there?

Legal tech 52

Legal tech Legal tech Time-tracking Law firm 52