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Client Intake Software

Lawmatics

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. What is client intake in law?

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On LawNext: Revisiting the Fastcase Origin Story: Ed Walters and Phil Rosenthal on How Their Company Came To Be

LawSites

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Transforming Client Engagement: How AI is Revolutionizing Your Law Firm’s Efficiency

Colin S. Levy

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. This process, while critical to a successful outcome, can often overwhelm attorneys, particularly those managing numerous cases.

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What is a Legal Tech Platform?

Lawmatics

The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows. Client intake.

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How Will Technology Change in the Future for Lawyers?

Lawmatics

Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents. The post How Will Technology Change in the Future for Lawyers?

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On LawNext: Revisiting the Fastcase Origin Story: Ed Walters and Phil Rosenthal on How Their Company Came To Be

Legal Tech Monitor

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Preparing Your Firm for Growth with Rocket Matter CRM

Rocket Matter

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.