Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. Law firms are generally able to double their website conversions with a live chat provider. Firms using Ngage live chat were able to sign on a new client for every 4.04 clients on average!

Client Intake 52

Client Intake Attorney Time-tracking Bankruptcy 52

Legal Tech Monitor

JUNE 16, 2023

Earlier this month, the American Bar Association issued a formal opinion that provides guidance on a lawyer’s ethical obligations when delegating client intake tasks to nonlawyer assistants. How should lawyers be involved in the client intake process? Could this constitute the unauthorized practice of law?

Client Intake 59

Client Intake Attorney Lawyer Legal advice 59

MatterSuite

MAY 26, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

Client Intake 52

Client Intake Legal advice Attorney Document management 52

CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

Client Intake 52

Client Intake Legal advice Attorney Document management 52

Rocket Matter

NOVEMBER 22, 2022

Your law firm’s intake process sets the tone for your ongoing client-attorney relationship, so why not start strong? . Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. The result?

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

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.

Client Intake 52

Client Intake Practice management Estate planning Law 52

Above the Law - Technology

MARCH 15, 2023

Reuben Clark Law School at Brigham Young University, he told an audience of law school advisors , “I want BYU to be known as, if not the most innovative law school in the country, then one of the most innovative law schools in the country.” BYU Law Dean Gordon Smith on Law School Innovation (March 2019.

Client Intake 262

Client Intake Law Law Document management 262

Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

Client Intake 52

Client Intake Law firm Attorney Data protection 52

Martindale-Avvo

FEBRUARY 13, 2024

Running a small law firm involves a unique set of challenges. While your small firm can offer flexibility and personalized services, it’s essential to focus on the areas integral to building your client base, like the legal intake process. 6 Solutions for Legal Intake for Small Law Firms The legal business is highly competitive.

Law firm 59

Law firm Client Intake Law Law 59

Lawmatics

APRIL 16, 2024

Client intake is extremely important for law firms, as it establishes the attorney-client relationship and converts a prospect into a paying client. What is the Intake Phase for a Law Firm? The intake phase is the first step that potential clients take.

Client Intake 52

Client Intake e-filing Law firm Attorney 52

NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Here are four reasons why online client intake will be the next hot area of innovation in legal practice management software.

Client Intake 40

Client Intake Software Case management Practice management 40

NSLT

FEBRUARY 24, 2017

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Here are four reasons why online client intake will be the next hot area of innovation in legal practice management software.

Client Intake 40

Client Intake Software Case management Practice management 40

NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

Client Intake 40

Client Intake Software Law Law 40

NSLT

AUGUST 8, 2017

Law Ruler - Legal Client Intake Software Law Ruler is an intake tool that helps you nurture relationships with leads/referrals that aren’t ready to buy. They make it easy for you to personalize your responses, allow your clients to complete intake forms with links in their texts, or call you right back.

Client Intake 40

Client Intake Software Law Law 40

Above the Law - Technology

MARCH 7, 2023

This year, the first-place winner was Universal Migrator , a tool for transferring law firm data from one practice management application to another. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications. It can also support upgrades and consolidations.

Client Intake 309

Client Intake Document automation Practice management Judge 309

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. Understandably, many law firms are cautious about utilizing ChatGPT and other AI tools.

Client Intake 96

Client Intake Law Law Law firm 96

Lawmatics

APRIL 25, 2024

Creating an effective intake process for a law firm is crucial for efficiently managing client inquiries, ensuring that relevant information is gathered, and setting the stage for successful client representation. What is the Intake Process for a Law Firm? How do you create an intake process?

Client Intake 52

Client Intake Law firm Attorney Software 52

Clio

APRIL 10, 2024

In an era where businesses are paying more attention to their environmental impact, the ideal of a paperless practice remains on the minds of law firms. Through your Clio subscription, you can generate invoices and share them with clients via email or through the client portal. Your eSignature count in Clio Grow is unlimited.

Client Intake 52

Client Intake Law Law Law firm 52

Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

Client Intake 40

Client Intake Software Law firm Law 40

NSLT

AUGUST 29, 2016

Now You Can Put a Chat Bot in Charge of Your Potential-Client Intake If you are wondering what an intake chat bot for a law firm might look like, here are two recent examples, from Lawdingo, a lead-generation company, and 1Law, a tech-enabled law firm. Read the Article: Here

Client Intake 40

Client Intake Software Law firm Law 40

Lawmatics

MARCH 29, 2024

In the intricate domain of family law, where emotions run high and the stakes are personal, mastering your workflows is more than a strategy; it’s a commitment to excellence and empathy. She goes on to showcase how automations ensure accurate and timely management of leads and clients.

Client Intake 52

Client Intake Law Law Law tech 52

Above the Law - Technology

JANUARY 11, 2024

How making one simple change to their website, and no additional marketing spend drove 4x the number of qualified leads through their law firm’s website. The post How This Law Firm Converts 4x More Web Traffic Through Digital Transformation appeared first on Above the Law.

Law firm 174

Law firm Law Law Client Intake 174

Above the Law - Technology

MARCH 7, 2023

On this episode of LawNext, we take a closer look at Smokeball , the law practice management company whose roots are in Australia but that is firmly entrenched in the United States. In fact, after Smokeball was founded in 2010, its very first customer was a law firm in Chicago.

Client Intake 183

Client Intake Practice management Document management Law firm 183

Clio

JANUARY 15, 2024

Also, review our guide to year-end law firm financials to double check that all of your firm’s finances are in order for the new year. Take a client-centered approach to practicing law In the digital age, law firms that focus on their clients first are better positioned to succeed. Don’t have your own website?

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

Rocket Matter

FEBRUARY 22, 2023

If you’re running a law firm, the word “busy” might be an understatement when describing your workload. You’re responsible for managing legal professionals, organizing meetings, planning projects, and seeing them through to completion.

Law firm 52

Law firm Client Intake Time-tracking Law 52

Centerbase

APRIL 14, 2023

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.

Law firm 52

Law firm Compliance Client Intake Law 52

Legal Tech Blog

OCTOBER 10, 2023

Clio , calling itself the world’s leading provider of cloud-based legal technology, has announced a new end-to-end solution designed for law firms with personal injury practices. Simon , Founder and Partner at Simon Law Group, a personal injury firm in California. Clio isn’t just a tool, it’s a catalyst for law firm success.

Law solutions 111

Law solutions Injury Lawyer Lawyer Time-tracking 111

Centerbase

MARCH 27, 2023

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.

Law firm 52

Law firm Client Intake Law Law 52

Lawmatics

FEBRUARY 15, 2023

In the context of the legal industry, an attorney CRM software refers to software used by law firms to manage and analyze customer interactions and data throughout the customer lifecycle. This includes marketing automation, contact management, sales management, and client intake. Enter legal CRM software.

Client Intake 40

Client Intake Time-tracking Legal CRM Law 40

CaseFox

JUNE 15, 2023

For lawyers and law firms, effective client communication can make or break their reputation. Law firm client communication can give your clients an idea of what it is like to work with your firm. Whether you are having an in-person meeting with your client or communicating through email or phone calls.

Law firm 52

Law firm Client Intake Law Law 52

Rocket Matter

OCTOBER 19, 2022

Delivering a responsive, client-centered experience at your law firm helps convert leads, retain clients, and build your reputation as the best law firm to work with. Yet balancing clients’ needs with the demands of your caseload is tricky. What is a law firm to do? Client intake.

Legal CRM 98

Legal CRM Client Intake e-filing e-records 98

LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries.

Practice management 98

Practice management Software Client Intake Time-tracking 98

Colin S. Levy

MARCH 7, 2023

In the practice of law, AI is being used to automate and streamline various legal processes, including legal research, document review, and prediction of case outcomes. Client intake and triage: AI can be used to process client intake forms and triage cases, routing them to the appropriate lawyer or team for further review.

Client Intake 40

Client Intake Paralegal Law Law 40

LawSites

AUGUST 28, 2023

Google’s Local Services Ads can be both effective and economical for generating leads for certain types of law practices. Unlike pay-per-click ads, local services ads appear at the top of Google’s results for relevant searches, and you pay only if the potential client calls or messages you through the ad. What is Clio Grow?

Law firm 84

Law firm Client Intake Bankruptcy Law 84

NSLT

SEPTEMBER 18, 2017

Here are the major reasons why separating lead management from case management is an essential step toward better law firm operations, and how implementing a lead management system can help. Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

SEPTEMBER 18, 2017

Here are the major reasons why separating lead management from case management is an essential step toward better law firm operations, and how implementing a lead management system can help. Read the Article: Here Learn More About Lexicata: Here

Client Intake 40

Client Intake Software Case management Law firm 40