Attorney at Work

OCTOBER 1, 2021

Now that you’re more comfortable and natural on camera in Zoom, here are some third-party apps that will help you get the most out of meetings and integrate Zoom with other parts of your workflow. Another great use is during client intake interviews, where you want to provide undivided attention but also preserve every fact.

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Time-tracking Virtual Meeting Client Intake Lawyer 141

Attorney at Work

APRIL 30, 2021

For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms. Some legal clinics have simple intake forms to be completed online before scheduling a virtual meeting with an attorney. Are you more of a do-it-yourselfer? How to put those forms to good use?

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Lawyer Client Intake Law firm Attorney 145

Clio

MAY 12, 2025

Client intake and Customer Relationship Management (CRM) For wills and estate lawyers, client trust starts at intake. CRM tools help you collect key details upfront, stay organized through long decision cycles, and deliver a smoother, more personalized experience that builds lasting client relationships.

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Estate planning Attorney e-filing Document automation 52

Clio

MARCH 25, 2024

These days, in order to retain clients, lawyers are expected to use legal technology to help make things easier for clients. For example, an online calendar tool allows clients to book meetings with you at their convenience.

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Law firm Law Law Time-tracking 52