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Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

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The Ultimate Client Intake Process?

Rocket Matter

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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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.

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6 Things Attorneys Can Do to Convert Clients: Attorney Client Intake Best Practices

Martindale-Avvo

While providing excellent service and enhancing your reputation as a trustworthy practitioner is important, it’s often the smallest details that make the biggest difference when generating new business for your legal practice. Here are six ways you can improve your client intake best practices to attain a full roster of clients.

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Lawmatics Becomes First CRM Product to Integrate with the MyCase Practice Management Platform

LawSites

In an integration between two law practice products, Lawmatics , the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase , the law practice management platform that Spiegel originally founded in 2009 and left in 2015. ” Learn more about Lawmatics at the LawNext Legal Technology Directory.

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Save Time and Grow with Streamlined Client Intake

Rocket Matter

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. Streamlined client intake benefits more than your clients, though.

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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. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.