Books Client Intake Document automation 
LawSites
OCTOBER 20, 2022
have entered into a collaboration agreement with the legal technology and publishing company Fastcase to develop what they say will be a state-of-the-art immigration case management and document automation platform. In addition to providing NextChapter with materials from the book, Visalaw.ai Automations developed by Visalaw.Ai
Rocket Matter
JANUARY 21, 2025
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Is your law firm struggling to keep up with repetitive document creation? Thats where efficient law firm document automation comes in.
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Law Technology Today
JULY 17, 2023
Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.
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.
Clio
SEPTEMBER 18, 2024
A chatbot presents a client with a few questions so the chatbot can direct them to the right person. In addition to being a client directory, chatbots can answer questions on their own, automate manual processes, book consultations, and more. Also, law firm chatbots can retain information on returning clients.
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. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.
Rocket Matter
MAY 23, 2023
Here are four ways your law firm can use automated workflows to increase profit. While automation can’t provide amazing legal services (we’ll leave that to you), it can help build a positive client experience with automated responses and email drip campaigns. Download free guide 3.
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