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Consumers care about security too While convenience and ease are major selling points for legal clients, these aren’t the only things that matter. Your legal clients are now also placing a greater emphasis on security and compliance. Digital payment options offer added protections like two-factor authentication and bank account alerts.
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More specifically, there can be a significant difference between generic and legal-specific CRMs. Using a legalCRM rather than a generic one is crucial because it is tailored to meet the specific needs and nuances of legal practice.
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But these basic administrative tasks are important for compliance, billing accuracy, and business planning, no matter the size of your firm. Fortunately, affordable client and matter trust accounting software is available to automate the process and keep your clients’ money—and your firm’s compliance—protected.
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Automated legal client intake allows firms to establish a clear and concise process that saves time, eliminates errors, and keeps everyone on the same page. Current and potential clients can book an appointment with legal calendaring software. The post What is a Legal Tech Platform? Appointment scheduling. Text messaging.
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Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.
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Prioritize information security Protecting sensitive client information and ensuring compliance with data privacy regulations is crucial to avoid costly mistakes. Download free guide 4. Recommendation : Regularly analyze matter management metrics through reports and dashboards to identify improvement areas.
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