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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 For modern law firms, selecting suitable tools is no longer a matter of choice but of necessity.
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A clientintake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates clientintake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for clientintake reporting.
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I use GoodNotes to do everything from jotting down notes during clientintakes to creating to-do lists, or even writing personalized thank-you notes. Hat tip to Tim Challies, author of an excellent little book called “ Do More Better.”). My favorite tool that helps with productivity is an app called GoodNotes.
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 The days of chasing down clients for signatures—slowing down the process and piling up paperwork—are over.
Look for online file storage tools that are cloud-based, secure , and easy to use. Dropbox —one of the world’s most popular documentstorage apps—is likely your first option for online file storage. However, some states require wet signatures for documents like wills.
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