Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. For example, law firms can benefit from automation in the following key areas: 1.

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Clio

JANUARY 15, 2024

Invest some time in creating and implementing a solid marketing strategy, and start the year off by reviewing your website , Google Business Profile listing , blog , LinkedIn profile , and other social media properties to ensure you’re keeping up with the latest best practices. It starts with a structured online marketing plan.

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Rocket Matter

OCTOBER 24, 2022

Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. . What’s more, attorneys in your network will likely return the favor and funnel the right clients straight to you.

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Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

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Clio

MARCH 17, 2025

Stay updated on AI trends through resources like Clios Legal Trends Report , subscribe to our blog newsletter , and attend relevant AI-focused industry events and conferences like Clios Legal AI Virtual Summit , and the Clio Cloud Conference.

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Lawmatics

AUGUST 8, 2023

Marketing & Intake On the client interface side, LM[AI] incorporated into Lawmatics provides an all-in-one CRM solution, saving valuable time by generating professional email copy with a single click. At the same time, Gideon streamlines client intake and document automation for a more effective process.

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Legodesk

JANUARY 18, 2022

Best Automation Features for Lawyers After knowing about the benefits of automation features for lawyers, now let’s discuss the center of attention of this blog. Document Generation There is no shortage of long paperwork that lawyers have to prepare, from attorney retainer agreements to affidavits.

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