Legal Tech Monitor

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

Client Intake 59

Client Intake Document automation Practice management Case management 59

Percipient

JANUARY 20, 2025

Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. AI Contract Review AI contract review makes managing contracts a lot simpler. With a little setup, AI can quickly become a valuable part of your daily operations.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

Rocket Matter

FEBRUARY 25, 2025

Imagine AI-powered legal research that takes minutes instead of hours, automated document drafting that eliminates errors, or cloud-based case management that lets your team collaborate from anywhere. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.

Law firm 52

Law firm Law Law Legal CRM 52

Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

Client Intake 40

Client Intake Document automation Software Law firm 40

Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

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.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Clio

MARCH 17, 2025

The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research. AI works best when its deeply embedded into case management and billing.

Law firm 52

Law firm Legal AI Time-tracking Law 52

Lawmatics

FEBRUARY 13, 2024

Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. Here are some potential developments: Artificial intelligence (AI): “ Smartfirms ” that integrate AI technology into their workflows will enjoy a seamless client experience, unified tech stack, and data-driven methodology.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

LawSites

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Clio has updated its mobile app with new functionality in case management, document uploading, and billing. Clio mobile app.

Practice management 69

Practice management Client Intake Document automation Law firm 69

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. If you maximize your performance at each touchpoint, you’re more likely to end up with a happy client and a healthy relationship. Download free guide 2.

Client Intake 52

Client Intake Time-tracking Law Law 52

Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. Streamline intake. Document management.

Software 40

Software Time-tracking Client Intake Legal software 40

Legal Tech Monitor

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Clio has updated its mobile app with new functionality in case management, document uploading, and billing. Clio mobile app.

Practice management 52

Practice management Client Intake Document automation Law firm 52

Lawmatics

APRIL 6, 2023

Automation helps legal teams and law firms to string together various manual processes, such as client intake , to make everyday workflows more scalable. In addition, it saves money by reducing the costs of creating and storing documents. Legal workflows. Time and expense tracking. But how exactly does it work?

Law firm 52

Law firm Document automation Law Law 52

Rocket Matter

APRIL 4, 2023

To update the document, team members have to catch every past customization, update it on a new file, and manually add in the new client’s information. Instead of spending all of that time on data entry and updates, look for a legal practice management tool that offers document automation.

Time-tracking 52

Time-tracking Practice management Document automation Software 52

LawSites

OCTOBER 10, 2022

Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Clients can manage and pay their bills right from Clio for Clients, a mobile app built to facilitate end-to-end client case management.

Electronic payment 52

Electronic payment Client Intake Document automation Time-tracking 52

Clio

MARCH 8, 2024

Are you using different tools for billing, case management, payments, document automation, reporting, calendaring, etc.? When using traditional methods, lawyers and firm staff may talk to the potential client over the phone or via email, often with a lot of back and forth. How easy is your current process?

Legal software 52

Legal software Legal software Software Client Intake 52

Rocket Matter

SEPTEMBER 1, 2024

Research Legal Workflow Software Next, research the various legal workflow automation software available that could ease the administrative burden in different areas of your practice. Whether it’s client intake, document management, or billing, there are numerous solutions designed to help law firms operate more efficiently.

Law firm 52

Law firm Time-tracking Law Law 52

Legodesk

JANUARY 18, 2022

Although automation software costs money upfront, the money you’ll save in the long run far outweighs the cost of law firm software. Read Also – Key Benefits of Legal Case Management System 3. Legal document automation allows you to create long papers in seconds that might normally take hours or days to create.

Lawyer 52

Lawyer Time-tracking Software Client Intake 52

Legodesk

JANUARY 18, 2022

Although automation software costs money upfront, the money you’ll save in the long run far outweighs the cost of law firm software. Read Also – Key Benefits of Legal Case Management System 3. Legal document automation allows you to create long papers in seconds that might normally take hours or days to create.

Lawyer 52

Lawyer Time-tracking Software Client Intake 52

Lawmatics

AUGUST 1, 2023

Virtual employees must have regular contact with the office and supervisors to maintain daily communication, which can be facilitated through automation software. Legal case management software is a helpful tool that allows law firms to automate their day-to-day processes.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

NOVEMBER 3, 2022

Case management . Cases are the heartbeat of your law firm, and you must prioritize them properly, meet deadlines, and delegate tasks efficiently to satisfy your clients. However, winning a case only happens when the work behind the case is done correctly. . Document automation .

Lawyer 40

Lawyer Time-tracking Billing software Practice management 40

Rocket Matter

NOVEMBER 19, 2024

Here are some ways Rocket Matter can simplify your work: Legal Case Management : Keep all case details—time tracking, billing, and documents—organized in one place. Customizable dashboards and real-time tracking help you monitor cases and manage budgets for efficiency.

Law firm 52

Law firm Time-tracking Law Law 52