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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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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Rocket Matter

MARCH 26, 2025

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. But leveraging workflow software for law firms can answer this problem. When an important hearing or filing due date changes, staff must adjust multiple related tasks by hand.

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Rocket Matter

MARCH 26, 2025

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. But leveraging workflow software for law firms can answer this problem. When an important hearing or filing due date changes, staff must adjust multiple related tasks by hand.

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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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Practice management Workers Compensation Software Client Intake 98

Clio

AUGUST 28, 2024

Thankfully, using cloud-based legal practice management software like Clio makes it easier than ever for lawyers to work more efficiently and automate routine tasks—no matter where they are. Most energy lawyers act as in-house counsel for corporations to help clients stay compliant with current energy laws and regulations.

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Rocket Matter

JANUARY 10, 2023

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. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Intake forms that impress .

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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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Attorney at Work

JANUARY 7, 2022

You’ll be more efficient because you won’t be waiting on software to load or respond. If you don’t already have a subscription to Microsoft 365 Business , stop avoiding it and accept the reality of how we all use Microsoft Office software today. Here are ideas. If a laptop is three or four years old, it’s time to upgrade. Video tools.

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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? Missed efficiency gains: Without automation and cloud-based software let alone AIthese firms miss out on the productivity benefits that could streamline their operations.

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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

CaseFox

JULY 25, 2023

Advanced e-discovery tools and software help lawyers sift through this data, identifying relevant evidence, and streamlining the discovery process. It provides greater convenience to clients and more flexibility for legal professionals. Video conferencing, online document signing, and virtual court hearings have become commonplace.

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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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Time-tracking Client Intake Law firm Legal CRM 52

Rocket Matter

JANUARY 23, 2024

Rather, write “case research on Flynn v Grimes for Saturday hearing.” Download free guide Don’t compromise on legal detail If you’re using the Legal Electronic Data Exchange Standard (LEDES) , you’ll need those codes in an invoice for certain clients. Is automated billing and payments exciting to your clients?

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Law firm Time-tracking Law Law 52

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.

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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. When you choose the right legal practice management software , law firm marketing can be a breeze.

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Rocket Matter

JANUARY 14, 2025

Attorneys and their practice teams want their legal businesses to thrive, and using LPM software with the built-in automation and tools needed to achieve this goal is essential. LPM software like Rocket Matter makes it easy to go paperless and create an access management system for your entire team. It's an expectation.

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Lawmatics

APRIL 6, 2023

How can busy lawyers serve their current clients and keep new ones coming in? Legal automation involves using software to automate the manual or routine tasks that many lawyers perform as part of their jobs. Legal automation software performs low-value legal work, enabling lawyers to focus on more strategic tasks.

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Law firm Document automation Law Law 52

Rocket Matter

JULY 15, 2024

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 The success of any law firm lies in its ability to establish and maintain quality client relationships. Download free guide

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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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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.

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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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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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Clio

MAY 20, 2025

Wish your workday was less about paperwork and more about your clients? Get your time back and grow your legal practice with Clios solo lawyer software. A user can still access information on the website only using one sense, such as hearing. This underscores the importance of automating client intake.

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