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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. Clients often seek legal assistance during challenging life circumstances, which may involve heightened emotions or stress.

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10 Time-Tracking Habits to Start Today

Rocket Matter

If you’re looking to save time and be more productive as a lawyer, look no further than developing stronger time management. The problems stem from a lawyer’s time-tracking habits—from Post-it notes to Excel, from an online or physical calendar, it can be very manual.

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

Martindale-Avvo

Here are six ways you can improve your client intake best practices to attain a full roster of clients. Hopefully, they spend some time reading about you, the kinds of cases you handle, and how your firm can help. At the time of this writing, you can expect to pay around $40 per qualified chat lead.

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Save Time and Grow with Streamlined Client Intake

Rocket Matter

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. Benefits to clients .

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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.

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How It Works: PracticePanther, Cloud-Based Law Practice Management Software

LawSites

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.

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What is Intake Software?

Lawmatics

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.