article thumbnail

5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. But, with so many products coming online, what should small firms know before they buy? Assembly Legal’s McKay Ferrell explains some common misunderstandings so you can better evaluate the options. . Misunderstandings When Evaluating Intake Software.

article thumbnail

How Law Ruler Streamlines Client Intake Forms

Attorney at Work

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Capturing Leads’ Attention With Fast Follow-ups.

professionals

Sign Up for our Newsletter

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

article thumbnail

Smokeball to Expand Its Law Practice Management Platform With Addition Of Client Intake Feature

LawSites

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.

article thumbnail

Online Client Payments: A Law Firm's Guide to Compliance

Centerbase

For many law firms, the “client experience” is simply about results: if lawyers win a case or close a deal, they consider that a positive experience. Resolving a problem is offering good client service. Meeting basic client expectations for good service won’t be enough to stand out to new clients among your competitors.

article thumbnail

How to Deliver a Client Experience That Recession-Proofs Your Law Firm

Centerbase

For many law firms, the “client experience” is simply about results: if lawyers win a case or close a deal, they consider that a positive experience. Resolving a problem is offering good client service. Meeting basic client expectations for good service won’t be enough to stand out to new clients among your competitors.

article thumbnail

The Future of Legal Technology

Lawmatics

With emerging new technologies like artificial intelligence (AI) and machine learning, many people have started considering what legal software might mean for the legal profession’s future. Most lawyers recognize the productivity and efficiency gains brought about by legal technology. Marketing software.

article thumbnail

How is AI Used in Legal Technology?

Lawmatics

In a competitive market, law firms require robust legal software to streamline their marketing and client intake processes. However, when running a busy practice, writing compelling marketing copy from scratch can’t (and shouldn’t) be a firm’s top priority. The post How is AI Used in Legal Technology?