LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. ” Managing the Attorney-Client Relationship. ” Focus on Intake and Automation.

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Legal CRM Client Intake Lawyer Time-tracking 134

Attorney at Work

JULY 21, 2022

Immigration attorneys face a variety of challenges when it comes to efficiently managing their day-to-day activities. Tasks like handling the lengthy form filling process, communicating effectively with clients, and accepting payment for all that hard work can be difficult when not managed correctly.

Case management 96

Case management Client Intake Time-tracking Attorney 96

LawSites

MARCH 2, 2023

Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.

Client Intake 52

Client Intake Practice management Estate planning Law 52

Legal Talk Network

JUNE 28, 2022

Here’s just a snapshot of some of the different types of legal tech your law practice can choose from: Accounting Billing / Accounts Receivable (AR) Client Intake / Client Relationship Management (CRM) Document Automation Legal Research Payment Processing Practice Management Records Management.

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Law firm Law Law Client Intake 130

Attorney at Work

JANUARY 18, 2022

Advances in technology and access to legal staffing is helping rural lawyers improve workflows and operate more efficiently. Compared with their counterparts in urban and suburban regions, rural attorneys often have less reliable access to critical skill sets and tools to support their practice.

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Lawyer Legal Secretary Paralegal Time-tracking 106

LawSites

APRIL 6, 2022

The product listings continue to grow in the LawNext Legal Technology Directory , which we launched in February. “LawWurk is a platform for attorneys seeking legal help that introduces them to a network of freelance and independent legal professionals that work at a much lower rate than their traditional counterparts.”

Legal technology 52

Legal technology Legal technology Client Intake Bankruptcy 52

Lawmatics

DECEMBER 27, 2023

Most lawyers recognize the productivity and efficiency gains brought about by legal technology. To successfully practice law today, they need practical lawyering skills and technological savvy. Is Legal Technology the Future? What Technology Do Lawyers Use? Word processors. Messaging apps.

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Legal technology Legal technology Dispute resolution Machine learning 52

Attorney at Work

JANUARY 11, 2022

‘Tis the season for legal technology predictions, which are entertaining but seldom useful. For example, Attorney at Work’s Top 20 Articles of 2021 captures the zeitgeist of what’s on the minds of small law firms. TechnoLawyer publisher Neil Squillante has takeaways from the latest TechnoLawyer Top Products Awards.

Legal technology 59

Legal technology Legal technology e-filing Practice management 59

Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. Yet, many law firms hesitate to adopt legal practice management software that could solve their efficiency woes, underestimating the cost of doing nothing.

Practice management 52

Practice management Software Attorney Time-tracking 52

Clio

JANUARY 15, 2024

In other words, in addition to providing an excellent client-centered experience , you need to go to more networking events, both to meet other lawyers and to meet new clients. To connect with potential clients, consider networking events outside of your industry. Get more top attorney networking tips.

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. It can give clients access to self-scheduling—or not. This is generally a good idea.

Client Intake 98

Client Intake Time-tracking Law firm Attorney 98

Attorney at Work

JANUARY 7, 2022

She was previously Director of the American Bar Association’s Legal Technology Resource Center for over 10 years and was one of the inaugural Fastcase 50. For 2022, attorneys and law firms should take a careful look at where they are at on their tech journey, and set a reasonable budget to get to their next level.

Lawyer 122

Lawyer e-filing Software Practice management 122

Attorney at Work

SEPTEMBER 20, 2021

A typical attorney captures as little as 2.5 Unlike automated phone systems, virtual receptionists delight callers and clients while performing the same tasks as an in-house hire at a fraction of the cost. Not every current or potential client wants to connect with an attorney by picking up the phone.

Client Intake 97

Client Intake Attorney Legal outsourcing Legal technology 97

LawSites

OCTOBER 20, 2022

In a unique partnership between a law firm and a legal technology company, the immigration firm Siskind Susser and its technology affiliate Visalaw.Ai is the developer of Visalaw.bot, a tool to help immigration firms with client intake, which won the College of Law Practice Management’s InnovAction award in 2019.

Document automation 98

Document automation Case management Immigration lawyer Bankruptcy 98

Attorney at Work

OCTOBER 1, 2021

Another great use is during client intake interviews, where you want to provide undivided attention but also preserve every fact. The post OK, Zoomer: Zoom Tools and Tips to Improve Your Video Meetings appeared first on Attorney at Work. You’ll never lose another “Eureka!” moment or struggle to recall what you said on Zoom.

Time-tracking 140

Time-tracking Virtual Meeting Client Intake Lawyer 140

Martindale-Avvo

APRIL 8, 2024

With unlimited storage and unmetered bandwidth, attorneys can publish pages that showcase their practice and reputation – all with world-class customer support. Why should attorneys choose WebVantage? We’ve included measuring tools to capture analytics, lead details, and customer sources with a unique phone number and intake form.

Client Intake 59

Client Intake Analytics Attorney Law firm 59

Rocket Matter

DECEMBER 17, 2024

million active attorneys in the United States as of 2023. Innovation in the legal industry has become a necessity for survival. Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Establishing naming and filing conventions 3.

Law firm 52

Law firm Law Law Legal CRM 52

Attorney at Work

OCTOBER 10, 2022

Establish clear policy during intake meetings. To streamline collections in your practice, you need to set the tone at the start of your intake meetings. Manage expectations by establishing a clear policy during client intake and request payment information upfront. Send invoices electronically.

Law firm 109

Law firm Law Law Practice management 109

Lawmatics

NOVEMBER 7, 2023

In fact, legal AI tools can be used in multiple ways in the legal industry – as long as they are leveraged correctly. How is AI Used in Legal Technology? Artificial Intelligence (AI) is increasingly used in legal technology to streamline processes, improve efficiency, and enhance decision-making for attorneys.

Client Intake 59

Client Intake Due diligence Legal advice Analytics 59

LawSites

SEPTEMBER 27, 2021

Melehy and his team of engineers and attorneys say they believe that generating accurate legal documents should not be something that consumes the resources of small law firms. How It Works is a sponsored video series that lets you see how legal technology products work. Populate templates using questionnaires.

Document automation 52

Document automation Client Intake Paralegal Attorney 52

Lawmatics

MARCH 23, 2023

With several new features since we were featured in last year’s guide – from conflict checking to sending emails from your outbox – Lawmatics is proud to offer Legal Tech readers a comprehensive all-in-one CRM and automation platform. Check out the full review in Legal Tech Publishing’s Practice Management Buyer’s Guide: 2023 Edition here.

Practice management 52

Practice management Legal tech Legal tech Client Intake 52

Lawmatics

DECEMBER 5, 2023

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Client intake. Current and potential clients can book an appointment with legal calendaring software.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Legal workflows. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Practice management.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Dennis Kennedy

DECEMBER 14, 2023

Ethical Implications of Generative AI for the Michigan Lawyer: Navigating the Digital Landscape Frequently Asked Questions (December 2023 Version) Dennis Kennedy* Executive Summary How might the evolution of generative AI impact the legal profession in the next 5-10 years? Why is there so much buzz about generative AI in the legal sector?

Lawyer 85

Lawyer Due diligence Client Intake Mediator 85

Clio

SEPTEMBER 25, 2024

Are you ready to start a law firm and need a legal software solution that can assist with case management, billing, client intake, accounting, and more? For instance, are there numerous DUI attorneys in your region? After all, 96% of potential clients use a search engine to find legal advice.

Law firm 52

Law firm Client Intake Law Law 52

LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. ” Managing the Attorney-Client Relationship. ” Focus on Intake and Automation.

Legal CRM 52

Legal CRM Client Intake Lawyer Time-tracking 52

Clio

APRIL 10, 2024

Digital Documents One of the primary culprits behind excessive paper usage in law firms is the requirement for physical documents, often obligating attorneys, staff, and clients to print, sign, and file paperwork. For details on how to sign up for Clio Payments, please visit here. Your eSignature count in Clio Grow is unlimited.

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Client Intake Law Law Law firm 52

3 Geeks and a Law Blog

OCTOBER 23, 2023

This week on The Geek in Review podcast Marlene Gebauer and Greg Lambert featured guests Colin Levy , Ashley Carlisle , and Dorna Moini discussing Levy’s recently published book “ Handbook of Legal Tech.” Levy edited the book and contributors included Moini, Carlisle’s CEO, Tony Thai, and many more legal technology experts.

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Legal tech Legal tech Document automation Hearing 147

Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. When you open the app and create a new notebook, you can choose from a variety of different templates including legal paper. Juda Strawczynski: LinkedIn Can Boost Productivity Too.

Lawyer 112

Lawyer Time-tracking Document storage Client Intake 112

Lawyerist

MARCH 3, 2023

Many lawyers begin their firm automation processes at client intake. Firms need to account for preferred timing, methods, and comfort levels of communication on the part of the clients. It can give clients access to self-scheduling—or not. This is generally a good idea.

Client Intake 52

Client Intake Time-tracking Law firm Attorney 52

Centerbase

MAY 31, 2023

Fortunately, legal technology makes it easier than ever to support legal administrative staff so they are able to focus on higher-level work and do so with and less unneeded stress. Law firms may have to confront something they haven’t seen in the legal industry in quite a while: leverage owned by those who are not attorneys.”

Law firm 52

Law firm Document management Client Intake Legal technology 52

Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. Streamline intake. Let's get started! Microsoft 365. RingCentral.

Software 40

Software Time-tracking Client Intake Legal software 40

Clio

MAY 24, 2024

From client intake to time-keeping to document organization, law offices are inundated with numerous time-consuming and duplicative tasks that can lead to accidental data errors and leave staff frustrated. Or, does your staff find that the steps outlined for your client intake process aren’t working well?

Law firm 69

Law firm Time-tracking Law Law 69

Centerbase

OCTOBER 19, 2023

Let’s face it: there isn’t enough time in the day for attorneys and staff to complete all the work that has to be done in a law firm. But not all legal practice management software platforms are created equal. For example, firms can automate workflows that send client reminders and follow-up emails for overdue invoices.

Law firm 52

Law firm Software Time-tracking Law 52

Legal Tech Monitor

MARCH 13, 2023

Draft client intake forms : Request that forms be created for specific types of cases, and modify the results to suit your needs. Draft a retainer agreement : Identify key clauses and concepts you’d like included and update the document provided to include information specific to your firm and the client’s case.

Lawyer 59

Lawyer Client Intake Legal research Practice management 59

Clio

OCTOBER 1, 2024

Clio Duo , Clio’s proprietary generative AI legal technology, is coming soon to Clio Manage. How can AI be used in attorney marketing? AI can be used throughout the attorney marketing process, from producing marketing content and media to lead generation and competitor research. What is AI for marketing?

Law firm 59

Law firm Law Law Client Intake 59

Clio

JULY 16, 2024

Below are some common legal accounting challenges that lawyers (and their accountants) face daily, quarterly, and annually. While these challenges are unavoidable, there are ways–with legal technology–to streamline and improve accounting efficiencies.

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