Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 110

Attorney Client Intake Time-tracking Practice management 110

Rocket Matter

NOVEMBER 25, 2024

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.

Legal technology 89

Legal technology Legal technology Lawyer Time-tracking 89

Rocket Matter

AUGUST 22, 2024

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.

Lawyer 52

Lawyer e-records Law firm Compliance 52

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. 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.

Lawyer 113

Lawyer Time-tracking Document storage Client Intake 113

Clio

JANUARY 30, 2024

Look for online file storage tools that are cloud-based, secure , and easy to use. Dropbox —one of the world’s most popular document storage apps—is likely your first option for online file storage. However, some states require wet signatures for documents like wills.

Lawyer 93

Lawyer Client Intake e-filing e-discovery 93