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Worksheet
Wednesday, August 19, 2026
CosmoLex
Client Intake Scorecard: Where Is Revenue Getting Stuck?
When a prospective client reaches out, timing matters. Most firms think their intake process is good enough until they see where the delays, manual follow-ups, and missed steps actually impact the bottom line. This scorecard gives you a clear, quick way to evaluate your intake process and pinpoint where revenue may be slipping through the cracks.
Guide
Wednesday, August 5, 2026
Clio
What Do You Tell Clients When They Ask About AI?
Get practical guidance and ready-to-use language for explaining AI-assisted legal work without undermining client trust.
Research / Report
Thursday, July 23, 2026
Lex Reception
Keep Law Human: How People Feel About AI in Legal
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
Thursday, July 16, 2026
Law Ruler
Ditch the Spreadsheets: How to Automate Your Law Firm’s Intake and Marketing Processes
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
Thursday, July 2, 2026
Lex Reception
How to Improve Your Intake Process and Sign More Clients to Your Law Firm
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
Tuesday, June 23, 2026
SOBERLINK
Proactive vs. Reactive Custody Arrangements: How Stronger Agreements Protect Children From the Start
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
Friday, June 19, 2026
SOBERLINK
24 Common Child Custody Order Provisions
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.
Video
Monday, March 16, 2026
Texas Lawyers Insurance (TLI)
Fast Fifteen - Amended TDRPC 1.09
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
Friday, February 20, 2026
Texas Lawyers Insurance (TLI)
The Texas Attorney's Fiduciary Duty: Texas Law Update and What You Need to Know
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
Friday, February 13, 2026
Law Ruler
Turn More Leads into Signed Cases with a Modern Intake Blueprint
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
Friday, January 16, 2026
Lex Reception
Legal Trends for 2026: How Small and Mid-Sized Firms Will Shape The Future
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
Monday, November 24, 2025
SOBERLINK