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

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

LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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Client Intake Electronic payment Time-tracking Practice management 98

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.

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Software Time-tracking Client Intake Legal 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.

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Client Intake Practice management 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

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.

Client Intake 52

Client Intake Practice management Document automation Law firm 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

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.

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Electronic payment Client Intake Document automation Time-tracking 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

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

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