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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. What is Intake Software Used For? These forms can be tailored to gather specific information relevant to different types of legal cases.

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MyCase Unveils Its First Gen AI Tools As Parent AffiniPay Lays Out Plan to Embed AI Across All Its Products

Above the Law - Technology

AffiniPay is kicking off this initiative by releasing the first two of these features in beta within the MyCase law practice management platform. The features are available to any MyCase customers. Both features will also soon be released in CASEpeer and text editing will soon be added to LawPay, the company said.

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How a Paperless Law Practice Can Make You More Efficient

Clio

And whether your focus is on saving time and running your law firm more efficiently, or saving the planet, there are a number of features included with your Clio subscription that can help you embrace a paper-free lifestyle. With Clio Grow, firms can create customizable intake forms that clients can complete electronically.

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WebVantage: Without Martindale-Avvo, it’s just another website.

Martindale-Avvo

With WebVantage, a legal website highlights the profession’s most valuable attributes to client intake: reputation, reviews, and ratings. We’ve included measuring tools to capture analytics, lead details, and customer sources with a unique phone number and intake form.

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5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. But, with so many products coming online, what should small firms know before they buy? For example, automating the intake process can help you vet and onboard clients more efficiently, eliminating time wasted on prospects who aren’t a good fit.

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Intake Forms | ALOE Feature of the Month

Bigfork Tech

What Is an Intake Form? Before we discuss why intake forms are so important, let’s define the word. An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process. Is ALOE customizable?

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How Successful Trial Lawyers Use Clio to Organize Their Practice

Clio

Intake new clients seamlessly With Clio Grow , you can easily create a fast and efficient intake system. You can share public intake forms from anywhere, quickly check for duplicate clients and conflicts of interest, schedule consultations, and accept payment online. Plus, accept in-person payments with tap to pay.

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