Remove Books Remove Client Intake Remove Document automation
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Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

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.

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Immigration Law Firm and Fastcase Partner to Create Case Management and Document Automation System

LawSites

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

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Chatbots for Lawyers

Clio

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.

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Colin Levy, Dorna Moini, and Ashley Carlisle on Herding Cats and Heralding Change: The Inside Scoop on the “Handbook of Legal Tech”

3 Geeks and a Law Blog

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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What is a Legal Tech Platform?

Lawmatics

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.

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How Automated Workflows Can Boost Your Cash Flow

Rocket Matter

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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Evaluating Legal Software: The Cost of the Status Quo

Clio

Are you using different tools for billing, case management, payments, document automation, reporting, calendaring, etc.? Another example: Say that right now, billing takes you eight hours each month when using spreadsheets and Word documents. Is your staff dealing with crashes, bugs, or an unreliable service?