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.
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.
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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? applies to intake meetings between nonlawyers and prospective clients.
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.
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. The intake phase is the first step that potential clients take. Many firms perform manual client intake processes, which can present several challenges.
Rocket Matter
SEPTEMBER 26, 2023
But law firms don’t have to choose between AI—with its many potential benefits—and security. 7 ways to use ChatGPT to increase your law firm’s productivity For companies that understand how to employ ChatGPT responsibly, there are valuable use cases that can improve your team’s productivity, especially as it relates to client communications and (..)
Lawmatics
NOVEMBER 7, 2023
Artificial Intelligence (AI) is increasingly used in legal technology to streamline processes, improve efficiency, and enhance decision-making for attorneys. Here are just some of the ways AI is currently in use in the legal industry: Client intake. Legal research.
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