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.

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LawSites

NOVEMBER 8, 2021

The legal technology company Clio today announced the expansion of its leadership team, naming four people to C-suite positions as chief operating officer, chief people officer, chief technology officer and chief marketing officer. The new executives are: Ronnie Gurion, chief operating officer.

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LawSites

AUGUST 28, 2023

Now the law practice management company Clio has announced an integration with Google’s Local Services Ads that allows firms to sign up for and manage accounts from directly within Clio Grow , the company’s client intake and client relationship management software. What is Clio Grow? ”

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Law firm Client Intake Bankruptcy Law 84

Clio

MARCH 17, 2025

Learn more and book a demo today. The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research. Book a demo today! Book a Clio demo Think of AI adoption as a journey, not a shortcut.

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Rocket Matter

FEBRUARY 25, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Heres how legal digital transformation helps firms fare better while scaling their practice.

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Attorney at Work

OCTOBER 10, 2022

While it’s always the goal to ensure invoices are collected in a timely fashion, lawyers still face unique challenges when closing out their books at the end of the month. Establish clear policy during intake meetings. To streamline collections in your practice, you need to set the tone at the start of your intake meetings.

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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. Client intake. Current and potential clients can book an appointment with legal calendaring software.

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Attorney at Work

JANUARY 7, 2022

Catherine Sanders Reach (@catherinereach) is Director of the Center for Practice Management for the North Carolina Bar Association, providing practice technology and management assistance. Brett Burney ( @BBurney ) is Principal of Burney Consultants LLC , an independent legal technology consulting practice.

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Clio

SEPTEMBER 25, 2024

Are you ready to start a law firm and need a legal software solution that can assist with case management, billing, client intake, accounting, and more? Book your Clio demo today! Also make sure to list your firm in the Yellow Pages, no not the book, the website! Learn more about AI in the legal industry.

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Dennis Kennedy

DECEMBER 14, 2023

Ethical Implications of Generative AI for the Michigan Lawyer: Navigating the Digital Landscape Frequently Asked Questions (December 2023 Version) Dennis Kennedy* Executive Summary How might the evolution of generative AI impact the legal profession in the next 5-10 years? Why is there so much buzz about generative AI in the legal sector?

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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. When you open the app and create a new notebook, you can choose from a variety of different templates including legal paper. Juda Strawczynski: LinkedIn Can Boost Productivity Too.

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Lawyer Time-tracking Document storage Client Intake 112

Legal Tech Monitor

AUGUST 28, 2023

Now the law practice management company Clio has announced an integration with Google’s Local Services Ads that allows firms to sign up for and manage accounts from directly within Clio Grow , the company’s client intake and client relationship management software. Learn more about it at the LawNext Legal Technology Directory.

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Law firm Client Intake Bankruptcy Law 52

Lawmatics

DECEMBER 14, 2023

The investment in the legal technology market has profoundly impacted the legal industry over the last few years. The market size of legal tech is ballooning , underscoring the demand for innovative legal software and its growth potential. Working smarter, not harder, means embracing technological advancements.

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Clio

MARCH 19, 2025

Should you use legal calendaring tools to block out time in their calendar as a reminder? Step 7: Leverage legal technology and tools At this point, everything is in place. Youve built the foundation to grow law firm productivity through legal task delegation. Book a Clio demo Do they want to have a meeting?

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Legal Tech Monitor

MARCH 13, 2023

Draft client intake forms : Request that forms be created for specific types of cases, and modify the results to suit your needs. Draft a retainer agreement : Identify key clauses and concepts you’d like included and update the document provided to include information specific to your firm and the client’s case.

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Lawyer Client Intake Legal research Practice management 59

LawSites

NOVEMBER 8, 2021

The legal technology company Clio today announced the expansion of its leadership team, naming four people to C-suite positions as chief operating officer, chief people officer, chief technology officer and chief marketing officer. The new executives are: Ronnie Gurion, chief operating officer.

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Attorney at Work

AUGUST 27, 2021

Like a practice management workflow, you can create templates for oft-used projects and processes — i.e., new client intake with all the necessary steps listed, staff assignments, and deadlines. She was Co-Chair of the 2020 ABA TECHSHOW Planning Board and is author of the ABA book “ Evernote as a Law Practice Tool.”.

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Clio

JULY 16, 2024

Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum. Below are some common legal accounting challenges that lawyers (and their accountants) face daily, quarterly, and annually.

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Clio

MARCH 8, 2024

In this post, we’ll dive into the transformative power of legal technology—and how not adopting the latest efficiencies offered by legal tech could mean your firm is leaving money on the table. As per the latest Legal Trends Report , lawyers are still spending the majority of their day on non-billable tasks.

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Clio

OCTOBER 1, 2024

Clio Duo , Clio’s proprietary generative AI legal technology, is coming soon to Clio Manage. Clio’s App Directory, for example, lets you search for AI and automation tools that connect with Clio products like Clio Grow’s client intake and CRM software —making it simple for Clio users to connect tools for further streamlined workflows.

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Legal Tech Monitor

DECEMBER 14, 2023

Ethical Implications of Generative AI for the Michigan Lawyer: Navigating the Digital Landscape Frequently Asked Questions (December 2023 Version) Dennis Kennedy* Executive Summary How might the evolution of generative AI impact the legal profession in the next 5-10 years? Why is there so much buzz about generative AI in the legal sector?

Lawyer 52

Lawyer Due diligence Client Intake Mediator 52

Clio

MARCH 25, 2024

What is the raw traffic to the site vs. the amount of people booking consultations? Using SEO best practices for your law firm’s website can help you reach more potential clients and appear higher up in Google search results–acquiring more qualified leads without investing much money at all. How long did they stay on your site?

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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.

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Clio

DECEMBER 16, 2024

Our latest Legal Trends Report dives into how AI is impacting law firms from shifting away from the billable hour, to boosting client communication and satisfaction Read it here. Theres much to accomplish for the success of our customers so they can thrive in an economy that embraces technology in every interaction.

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3 Geeks and a Law Blog

JANUARY 31, 2024

Hill pointed out that NetLaw Media has been running the ⁠ British Legal Technology Forum ⁠ for years, indicating a deep involvement in the legal tech community. We Netlaw Media has run the British legal technology forum for years. So last year, I chaired a panel at the British legal technology forum.

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Legal Tech Monitor

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.

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Legal tech Legal tech Document automation Hearing 52

Legal Tech Monitor

JANUARY 31, 2024

Hill pointed out that NetLaw Media has been running the ⁠ British Legal Technology Forum ⁠ for years, indicating a deep involvement in the legal tech community. We Netlaw Media has run the British legal technology forum for years. So last year, I chaired a panel at the British legal technology forum.

Legal tech 52

Legal tech Legal tech Time-tracking Law firm 52

Clio

JANUARY 30, 2024

In today’s rapidly-evolving legal technology landscape, there is an abundance of tech tools available to help set law firms up for success. For example, Clio Duo will bring the power of generative AI legal technology to Clio’s legal software tools, beginning with Clio Manage , in 2024.

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