Percipient

MARCH 31, 2025

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. Thats where legal workflow automation steps in.

Software 52

Software e-filing Time-tracking Client Intake 52

Clio

SEPTEMBER 18, 2024

Lawyers can program chatbots to perform client intake and book legal consultations. Instead of having a lawyer take a prospective client call and going back and forth with a potential client, a chatbot streamlines this client intake process. A chatbot can make the client intake experience more interactive.

Lawyer 98

Lawyer Legal chatbot Client Intake Due diligence 98

3 Geeks and a Law Blog

OCTOBER 23, 2023

The book provides an overview of key technologies transforming the legal industry like automation, AI, blockchain, document automation, CLM, and more. Levy pointed to document automation and AI. Moini noted that intake and forms digitization can be a first step for laggards.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

Client Intake 40

Client Intake Document automation Software 40

NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

Client Intake 40

Client Intake Document automation Software 40

LawSites

OCTOBER 10, 2022

Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Easier navigation, both in search and within individual support articles. Users can create sites by filling out their information on a form and selecting a design.

Electronic payment 52

Electronic payment Client Intake Document automation Time-tracking 52

Lawmatics

AUGUST 8, 2023

The results ended in a tie in a casual study comparing the abilities of AI ChatGPT and a human IP lawyer in drafting articles on the legal issues of using generative AI at work. At the same time, Gideon streamlines client intake and document automation for a more effective process. Similarly, Smith.ai

Client Intake 52

Client Intake Legal research Machine learning Court 52