Article Estate planning Time-tracking 
Lawyerist
APRIL 12, 2024
A product that makes time tracking simple benefits attorneys irrespective of practice area or fee structure. For attorneys who bill by the hour, easily entering, editing, and reviewing times holds obvious advantages. Recording time reveals profitability. Track Time Anywhere This feature is key.
Lawmatics
JUNE 8, 2023
As an estate planning attorney, you understand that precision and attention to detail are paramount. In this article, we will explore the benefits of implementing automation solutions in estate planning law firm practices. Here's a short guide for setting up automation at your law firm.
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Lawyerist
APRIL 19, 2024
You can monitor the downloads, password protect them, and limit the number of times and how long the download links work. Keep Track of Tasks Even when you tell clients exactly which documents you need from them to proceed, you or someone at the firm often has to follow up repeatedly. Receiving files works similarly.
Lawyerist
MAY 16, 2024
Compare the potential “right time, right place” effectiveness of a Google Local Services Ad versus an old-school yellow pages or billboard advertisement. The most effective way to track and manage referrals is with tools purpose-built for the task. As for challenges, attorneys face increased inquiries (which is wonderful!)
Attorney at Work
JANUARY 11, 2022
For example, Attorney at Work’s Top 20 Articles of 2021 captures the zeitgeist of what’s on the minds of small law firms. I explore five in this article. You can also use Trellis to track cases of interest via email alerts. Around the same time, Amicus Cloud began using artificial intelligence to save users time.
Clio
JULY 3, 2024
There are multiple steps that you can take to create a successful law firm marketing strategy, and to then enact the strategy with a marketing plan. The process takes time and patience, but we’re here to talk you through how to do it—and how to do it well. Having an official marketing plan also lets you measure and track your progress.
Lawmatics
MAY 9, 2023
Transactional law firms, such as those specializing in estate planning and immigration, have a unique opportunity to educate potential new clients. Our platform comes equipped with marketing automation features that track where your leads are coming from and provide reporting to assess the ROI of specific marketing channels.
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