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Results > client-management: (32)

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Research / Report
Keep Law Human: How People Feel About AI in Legal
Thursday, July 23, 2026 Lex Reception A new survey of 6,000 people found that most callers still want to reach a real person when contacting a law firm, and that this preference is growing. This report looks at what that means for client trust, retention, and the first impression every call makes.
Guide
Ditch the Spreadsheets: How to Automate Your Law Firm’s Intake and Marketing Processes
Thursday, July 16, 2026 Law Ruler Still relying on spreadsheets to manage client intake and marketing? Discover five practical ways to automate repetitive tasks, eliminate costly errors, respond to leads faster, and create a more efficient, scalable law firm.
Guide
How to Improve Your Intake Process and Sign More Clients to Your Law Firm
Thursday, July 2, 2026 Lex Reception When a lead reaches out to your legal firm, they expect a quick response. But following up with leads quickly doesn't have to require significant investment. Follow these three simple steps to improve your legal intake process and win more clients for your firm.
Guide
Proactive vs. Reactive Custody Arrangements: How Stronger Agreements Protect Children From the Start
Tuesday, June 23, 2026 SOBERLINK The strongest custody agreements don’t just respond to problems—they prevent them. Learn how proactive parenting plans help families avoid future disputes, protect children from the impact of ongoing litigation, and build accountability into co-parenting arrangements before conflict escalates.
Guide
24 Common Child Custody Order Provisions
Friday, June 19, 2026 SOBERLINK This article breaks down 24 key provisions commonly found in child custody orders, showing how courts structure everything from parenting time and decision-making to communication, relocation, and enforcement. It highlights how these terms work together to create a clear, enforceable plan that prioritizes the child’s best interests.
Case Study
The Wrong Verdict: Why Legal Gets a Reputation It Doesn't Deserve
Wednesday, June 3, 2026 mot-r The friction, the budget cuts, the reputation for slowing things down — none of it originated with legal. This paper maps the underground system that produced the wrong verdict, and why seeing it clearly changes everything about how to respond.
Video
Fast Fifteen - Amended TDRPC 1.09
Monday, March 16, 2026 Texas Lawyers Insurance (TLI) In this "Fast Fifteen" video, Carrie Phaneuf, VP of Loss Prevention for TLIE, gives a high-level overview of Texas Disciplinary Rule of Professional Conduct 1.09, which was amended in October 2024. This fifteen minute video reviews the updated rule and includes several examples of how to apply this to your practice & your clients.
Guide
The Texas Attorney's Fiduciary Duty: Texas Law Update and What You Need to Know
Friday, February 20, 2026 Texas Lawyers Insurance (TLI) Every lawyer in Texas should know that he or she owes a fiduciary duty to each client. But where does that duty come from, and what does it entail? In this guide, we'll give a brief legal update on one of the attorney’s oldest duties under Texas law.
White Paper
Turn More Leads into Signed Cases with a Modern Intake Blueprint
Friday, February 13, 2026 Law Ruler A modern law firm’s growth depends on what happens after a lead comes in. This practical blueprint shows how to centralize, automate, and optimize intake so more inquiries turn into signed clients.
Guide
Legal Trends for 2026: How Small and Mid-Sized Firms Will Shape The Future
Friday, January 16, 2026 Lex Reception This guide outlines the key client-service and intake trends shaping small and mid-sized law firms in 2026. It provides practical takeaways for improving lead conversion, client experience, and lawyer workload.
Guide
“Don’t Lose Your Objectivity”: A Private Judge on Handling Emotion in Custody Cases
Monday, November 24, 2025 SOBERLINK The article explains how private judges help parents stay objective in emotional custody disputes, using tools like Soberlink to provide clear, verifiable information that keeps conflict low and supports fair, child-focused decisions.
Guide
Guide to exceptional first impressions
Thursday, November 20, 2025 Lex Reception This guide teaches law firms how to create exceptional first impressions by improving how receptionists answer, handle, and route calls. It covers mystery shopping, call scripts, empathy, note-taking, and best practices to ensure every caller feels supported.