Rocket Matter

SEPTEMBER 6, 2022

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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Martindale-Avvo

NOVEMBER 13, 2023

Here are six ways you can improve your client intake best practices to attain a full roster of clients. As an administrative matter, logging calls and emails is essential to the client intake process. You can then use this client information to pick up where your colleagues left off.

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Attorney at Work

APRIL 20, 2022

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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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.

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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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Client Intake Legal advice Attorney Document management 52

Rocket Matter

NOVEMBER 22, 2022

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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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. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

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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. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

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NSLT

JANUARY 30, 2017

Lexicata CRM and Client Intake Software Lexicata focuses only on CRM (customer relationship management)—basically lead management, client intake, and client retention. Lexicata has an impressive combination of tools, including a form builder, a lead tracker, engagement letter templates, and automated emails.

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NSLT

JANUARY 30, 2017

Lexicata CRM and Client Intake Software Lexicata focuses only on CRM (customer relationship management)—basically lead management, client intake, and client retention. Lexicata has an impressive combination of tools, including a form builder, a lead tracker, engagement letter templates, and automated emails.

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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. She schedules an appointment with the firm’s legal calendaring software, and receives an automated reminder. Manual intake workflows tend to be: Time consuming.

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LawSites

MAY 15, 2024

Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult.

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Client Intake Document automation Software Law firm 56

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.

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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.

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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.

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Clio

MARCH 8, 2024

Time is a lawyer’s most valuable resource, so investing dollars into software puts more time back in your day, opening up opportunities to spend that time on billable work or broader improvement projects for your firm. Does only one person truly know and understand your current software system?

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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

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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

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Above the Law - Technology

MARCH 15, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

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Lawmatics

DECEMBER 7, 2023

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. Let’s look at some frequently asked questions about legal software: What are the Types of Legal Software? Why Use Legal Software?

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NSLT

MARCH 24, 2017

Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM. For lead tracking, law firms are still relying on case management software to do something it’s not built to do. Here are 3 benefits of using a CRM for lawyers: Read the Article: Here Learn More About Lexicata: Here

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Client Intake Software Case management Law firm 40

NSLT

MARCH 24, 2017

Yet, despite the ubiquity of CRM software, a surprisingly large number of law firms still do not utilize a CRM. For lead tracking, law firms are still relying on case management software to do something it’s not built to do. Here are 3 benefits of using a CRM for lawyers: Read the Article: Here Learn More About Lexicata: Here

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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. Are you ready to take the stress out of client intake? Sign up for a Lawmatics product demo today.

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Client Intake Law firm Attorney Software 52

Above the Law - Technology

MARCH 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

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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. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

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Practice management Software Client Intake Time-tracking 77

Rocket Matter

OCTOBER 19, 2022

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Here’s how to make the most of your legal CRM software. Client intake.

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NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

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NSLT

SEPTEMBER 18, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

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Rocket Matter

NOVEMBER 14, 2023

But that’s just the big-picture-30,000-foot-view benefit of time-tracking software for attorneys. Save time and resources This may be the most important benefit of time-tracking software. Increase revenue with firm-wide analytics Even more critical, attorney time-tracking software gives you access to a dashboard of analytics.

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Attorney at Work

JANUARY 27, 2022

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. These are simply my observations of software developed to address specific fields of law. Practice-Specific Legal Software Solutions. Family Law Software. Let’s dive in!

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Clio

JANUARY 15, 2024

Prepare for client intake before you meet your next client If you have yet to set up an automated client intake system, 2024 is the year to do it. A streamlined client intake system will save you time and eliminate the added potential for human error that comes with manual data entry.

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NSLT

FEBRUARY 21, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

Client Intake 40

Client Intake Software Case management Law firm 40

NSLT

FEBRUARY 21, 2017

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems.

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Client Intake Software Case management Law firm 40

Rocket Matter

OCTOBER 10, 2023

That means a mobile app, multiple timers for multiple clients, and automatic integration with invoicing software. This kind of robust law firm time-tracking software allows a lawyer to be on the go and just click start and stop. The right software has a spot for that. Add it on desktop or mobile.

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Martindale-Avvo

FEBRUARY 13, 2024

Whether you own an established practice or are just starting your firm, an efficient intake process is vital for boosting conversions and keeping your practice running on all cylinders. Here is what you need to know about the client intake process and some legal intake solutions for small law firms.

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NSLT

JULY 3, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

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Practice management Software Client Intake Law 40

NSLT

JULY 3, 2020

4 Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively. Read the Article

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