MyCase

DECEMBER 28, 2022

Important features to look for when choosing the best CRM software for law firms . In addition, a law firm CRM can enhance client intake with the following: Developing customizable client intake forms that can embed into your website or populate via chatbot. Easily collecting initial fees and retainers online.

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LawSites

JULY 13, 2021

Legal practice management company Clio last week said that Clio Grow , its client intake and client relationship management product, previously available only to customers in the United States and Canada, is now available in Europe, the Middle East and Africa. Capturing matter and client information with online intake forms.

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MyCase

MARCH 15, 2022

With looming deadlines and other work-related pressures, it’s easy to let certain things fall through the cracks, especially when it comes to law firm client intake. Client intake occurs when a law firm collects information about a potential client to determine whether or not the firm can represent them. . Attracting Leads.

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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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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. Client intake. The client intake process can be fraught with potholes. Work-in-progress.

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Attorney at Work

SEPTEMBER 2, 2022

According to the ABA 2021 Legal Technology Survey , 86% of law firms use social networks for online marketing, with LinkedIn being the most popular choice. Add Features That Boost Marketing and Help Automate Your Practice The Best Law Firm Websites Work Overtime. Many online legal directories allow you to host a law firm webpage.

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LawTechnologyToday

MAY 30, 2022

When processes clients interact with directly are automated or self-service (such as filling out forms). Also, each vendor will regularly offer new and updated features, so never be complacent with your technology. Law office automation is a way of using technology to complete these repetitive processes, from intake to invoice.

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LawSites

JANUARY 24, 2024

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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LawSites

OCTOBER 17, 2022

The new CRM module is designed to enable law firms to manage, track, and communicate with prospective clients; automate intake workflows; and provide reporting to help better analyze marketing campaigns. Other features within the module include: Text and video messaging. Build custom intake forms for different types of cases.

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MyCase

JULY 1, 2021

The intake features are incredible. We have custom intake forms that we made, so when a potential client calls, with literally with a couple of clicks we create an intake form that they can fill out. Also with the e-signature forms, especially during the pandemic, we weren’t seeing people person.

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CARET Legal

MARCH 27, 2024

Let’s delve deeper into the features of practice management software and how it can revolutionize your firm. With features like advanced search, customizable case types, and integrated calendaring, you can quickly retrieve the information you need, save valuable time, and improve accuracy. Enter practice management software.

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MyCase

JULY 8, 2022

And that’s especially the case with a legal intake process, which can be broken down into discernable steps—as we uncovered in the last post in this series. Now, just because you’re going to adopt more client intake technology (you will want to, after reading this piece), it doesn’t mean you have to dismiss your staff. Hard to believe?

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Attorney at Work

JULY 7, 2021

Lawcus Review: Lawcus has aggressively cross-pollinated lead and client management features across a single platform for law firms. . I say “hard,” not ‘impossible” because Lawcus is one company that has been aggressively combining and cross-pollinating lead and client management features across a single platform.

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Attorney at Work

MAY 17, 2022

billion people worldwide purchased goods or services online in 2019. If businesses aren’t tapping into the online marketplace to reach new customers, they’re losing out on revenue. What makes online shopping so pervasive is its accessibility and speed — search, click and your product is on its way, seamlessly. An estimated 1.92

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LawTechnologyToday

APRIL 6, 2022

These tasks include routine and administrative work, like client intake, document creation, and billing and collections. Client intake: Having an optimal client intake process is a critical part of running a law firm. Clio Grow also features Clio Scheduler —which allows clients to book appointments online. .

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Rocket Matter

SEPTEMBER 20, 2023

An exceptional website can mean the difference between a prospective client just passing through and one who decides to stick around, read about your services, and fill out a contact form. Smart forms help you pre-qualify clients, route inquiries to the right person, ensure legal compliance, and enhance user experience.

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Attorney at Work

APRIL 30, 2021

Get ready to refresh your online business development toolkit. So what are some of the best online business development options lawyers have been using, and that you could be using too? Does your local community have a newspaper online? How to put those forms to good use? Our experts have recommendations.

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MyCase

APRIL 1, 2024

A trustworthy partner delivers more than a software application or a set of features. There are several legal case management solutions on the market, many of which focus on different features. Online Payment Software Online payment systems expedite invoice collection by allowing clients to pay their invoices digitally.

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MyCase

OCTOBER 7, 2022

But building a solid referral network of clients and other professionals is challenging in this digital era of remote work and conducting business online. Fortunately, there are several strategies that your firm can implement to build a lawyer referral network both in person and online. . Increase Your Visibility.

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LawTechnologyToday

MARCH 22, 2023

I taught a workshop at TECHSHOW 2020 about online forms and intake. When I started working with young lawyers in my state, I saw that the membership involvement form was not friendly to getting people into the organization quickly. The book devotes a good amount to features in Microsoft 365 or Google Workspace.

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Rocket Matter

JULY 18, 2023

These days, the number one way for prospective clients to find your law firm is through an online search (and probably on a mobile device). Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more.

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Rocket Matter

APRIL 11, 2023

Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition. Let’s say you’ve placed your client intake form clearly throughout your website.

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MyCase

AUGUST 10, 2022

This is performed by creating an income statement that features expenses deducted from your total income. . Reports include aging invoice monitoring, which records all outstanding balances, and electronic payments records, which showcase all online payment activity. Optimizing Client Intake and Customer Relationship Management.

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The Process Street

APRIL 29, 2022

What you need is an online office that isn’t complicated. As well as your online job description, include a list of frequently asked questions (featuring keywords) to speed things up. 3: Improve the intake meeting. An intake meeting helps to learn more about the requirements of a hiring manager. The average salary?

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MyCase

SEPTEMBER 29, 2022

The various forms of financial business success . This can take several forms, such as: . For example, let’s say that a personal injury firm works hard to intake 50% more clients compared to the previous year. For example, create a systemized client intake process for every new lead. What Does Law Firm Growth Mean? .

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MyCase

NOVEMBER 10, 2022

There are two tiers to the Lawmatics CRM—a client intake tier and a marketing tier. Here’s how it breaks down: The client intake tier includes: Intake forms. When integrated, MyCase and Lawmatics streamline your client intake and customer relationship management—all within your practice management platform. .

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Rocket Matter

DECEMBER 1, 2022

For law firms, these new opportunities and connections often come in the form of new clients. For example, Rocket Matter’s built-in legal CRM auto-populates information from client intake forms into its legal practice management software. Use custom intake forms online . Customized online intake forms .

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Rocket Matter

DECEMBER 5, 2023

But it's not just a concept: it's a metric that can help determine the effectiveness of your firm's marketing and intake processes. The lack of industry-specific features and integrations means more work for busy lawyers. This creates a seamless client experience for leads. That's where technology comes into play.

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Rocket Matter

NOVEMBER 13, 2023

12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Start accepting payments online! On your quest for the right payment processor, look for features that streamline and support the way law firms operate. Start accepting payments online!

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LawSites

OCTOBER 10, 2022

Users can create sites by filling out their information on a form and selecting a design. Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Clio Grow Websites. Expanded Self-Serve Support and Tutorials. Effective Oct.

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LawSites

MAY 27, 2022

As more and more legaltech companies add their product listings to the LawNext Legal Technology Directory , which we launched in February , I am periodically featuring the latest listings. Our library of 18,000+ pre-loaded forms and robust Microsoft Office integration allows staff to complete documents with a few clicks.

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LawTechnologyToday

JULY 14, 2023

Given today’s competitive online market, the three most important things about legal lead generation are quality, quality, quality! While law firms have been utilizing online marketing for years, the pandemic spawned a mass migration online. Why the focus on quality now?

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Rocket Matter

FEBRUARY 6, 2024

Are your payment terms clear and communicated well? Is it easy to pay you through an emailed invoice or web portal? Are your invoices easy to view and pay from a mobile device? Do you accept all forms of payment? Do you automatically send past-due reminders and retainer replenishment requests? Start accepting payments online!

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LawSites

FEBRUARY 6, 2023

Users enter the source they’re citing into a form, and LegalEase Citation’s algorithm automatically applies the thousands of formatting rules and instantly outputs accurate legal citations. We built a free, cloud platform featuring clip cutting, instant depo confirmation, and smart search on past transcripts.

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LawTechnologyToday

MARCH 1, 2023

All the startups will also be featured in the EXPO Hall during TECHSHOW in the Start-Up Alley. Users enter the source they’re citing into a form, and LegalEase Citation’s algorithm automatically applies the thousands of formatting rules and instantly outputs accurate legal citations. Read this startup’s detailed application.

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Rocket Matter

JANUARY 17, 2023

Integrated features for more organized case management . A new client fills out the online intake form on your website. Based on the information collected on the intake form, Rocket Matter schedules anticipated appointments and deadlines in your calendar. Online payments . Picture this: .

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MyCase

SEPTEMBER 21, 2022

Client intake and lead management software. For example, 38% of surveyed lawyers say that legal billing software with invoicing features saves them six to 15+ hours per month (per the MyCase 2021 Legal Industry Report ). . 42% of attorneys said their firms use online lead intake tools. Credit Card Online Payment Tools.

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