Every attorney starts with big dreams — freedom, flexibility, and success. But without the right systems, those ambitions can quickly get buried under paperwork, client management, and long hours. The grind can take over, leaving little room for growth or balance. It’s a familiar story for many, but it doesn’t have to stay that way.
Latest from Lawmatics Blog
Deep Dive Recap: Lawmatics Fundamentals That Get Results Fast
Let’s face it: A disorganized practice can feel like herding cats while juggling flaming torches. Missed appointments, paper trails that go nowhere, and potential clients slipping through the cracks are common stress points that keep you up at night. Our recent Deep Dive webinar was all about how we can tackle these challenges together.
Whether
What is the Most Successful Form of Digital Marketing for Law Firms?
If you’re looking to grow your law firm in 2024, digital marketing is non-negotiable. The era of relying on referrals and print ads is fading fast. Digital marketing for law firms has quickly become the new standard for reaching and engaging clients, setting the bar for how modern law firms grow and stay competitive. And
Do Law Firms Use Email Marketing?
In today’s fiercely competitive legal market, firms are progressively embracing digital marketing not only to survive but to thrive. Whether it’s building relationships, showcasing expertise, or simply keeping your firm in the client’s mind, digital marketing offers a buffet of options tailored to the unique needs of legal professionals. But among a plethora of strategies,
Deep Dive Recap: Turn Data Into Action with Custom Dashboards
You wouldn’t set sail without a course—so why run a law firm without any clear KPIs? Custom dashboards are your navigational charts, guiding you through the sea of data toward smarter, more strategic decisions.
In the latest Deep Dive Webinar, Product Manager Devon Roth delves into how these custom dashboard data visualizations can revolutionize your
What is a Client Intake Form?
A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. The form helps attorneys understand the client’s situation, assess the case, and determine whether they can provide the necessary legal services.
How Do I Create an Intake Form?
When creating a legal client intake form, you should keep it concise, organize it logically, make it accessible to your leads, and ask questions that will generate the answers you need to decide whether to extend legal representation. You can use a paper version, offer the form online through a web form service, or use
Webinar Recap: Win Way More Clients with 24/7 Live Chat & Legal CRM
59% of leads come after hours — are you capturing them? Blazeo’s 24/7 live chat integration with Lawmatics CRM ensures no lead slips through the cracks. This webinar will equip you with the tools to turn web traffic into valuable clients, optimize your client intake process, and significantly boost your firm’s revenue.
In this session,
Deep Dive Recap: Marketing & Reporting Essentials in Lawmatics
Marketing and reporting are the key drivers of a law firm’s profitability. But how do you ensure your marketing efforts hit the mark and your reports provide actionable insights? Join Lawmatics Product Manager Devon as she guides you through the essentials of optimizing your marketing efforts using Lawmatics. From creating stunning HTML emails that captivate
Client Intake Form
Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients.
Many firms struggle with designing a comprehensive and effective intake form that clients will
Client Intake Software
Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. Legal client intake automation can organize the compilation of essential data, such as personal information, contact details, preferences, and other
Deep Dive Recap: Mastering Criminal Defense Workflows with Lawmatics
In the high-stakes world of criminal defense, where every move can change a client’s future, streamlining your workflows is more than essential—it’s critical. Imagine being able to respond promptly to every client’s needs without pulling focus from their matters or that of your other clients. Our latest Deep Dive Webinar showcases the power of criminal
Intake Process Template
The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. The template may be created manually
What Should Be on a Client Intake Form?
A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case’s viability, and ensure proper communication and record-keeping. Legal client intake automation streamlines the intake process so lawyers can focus on what they do best—helping
Webinar Recap: Quality Over Quantity: Getting More Qualified Clients
Finding and keeping the right clients is a constant challenge for law firms of all sizes and practice areas. It’s frustrating — and costly — to see valuable time and resources wasted on leads that never pan out. Consistently profitable practices are built on more than just a high volume of leads — they require
What is the Basic New Client Intake Form?
A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. While many firms manually create new client intake forms, legal client intake automation and client intake software streamline and standardize this