The client intake process for law firms is one of the most important systems in any legal practice. It determines how effectively a law firm converts potential leads into paying clients. Even with ...

Initial contact is perhaps the most critical step in any attorney-client relationship, setting the tone for the journey ahead. Yet, for many law firms, the crucial client intake process is where most ...

There can be risks for attorneys if they delegate too much to nonlawyers or if they fail to take reasonable steps to ensure that the nonlawyers' conduct complies with the ethical rules.

Two recent ethics opinions have addressed topics relevant to many lawyers. Formal Opinion 506 examines lawyers' ethical obligations when delegating specific prospective client-intake tasks to ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

If you’ve ever onboarded a new client while juggling other projects, you know how it goes. You send a welcome email. Then you dig up the contract. Then you realize you never got the intake details.

Settify has approximately 500 clients globally, and their research showed that 44% of client enquiries to law firms occurred outside office hours. The survey results demonstrate 6 key areas where the ...

LEAP Legal Software today unveiled that DecisionVault, a client intake portal for estate planning, now integrates with LEAP's legal practice management solution. The collaboration introduces a more ...