Clio

MARCH 7, 2025

Of course, if you want to enhance your legal practice as soon as possible, Clio Duo is a secure, AI-powered solution built into Clio Manage that works seamlessly inside of case management workflows. Book your demo today. Step 2: Fix your processes first, then layer in AI AI is only as effective as the systems its built on.

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Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. What is Intake Software Used For? What is the Most Popular Legal Software? What Type of Software do Attorneys Use?

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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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LawSites

APRIL 20, 2022

The way it helps facilitate that is through features that include: Fully native, all-in-one case management features including intake, calendaring, time and billing, document management, a client portal and SMS messaging. Immigration-specific workflows to automate case lifecycles.

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Attorney at Work

JANUARY 27, 2022

When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. Case management is perhaps the largest legal tech category. Let’s dive in!

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Rocket Matter

DECEMBER 17, 2024

Case management and document organization solutions can save time and reduce errors. These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Embracing mobile paperless tools 5. And more important resources!

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Lawmatics

DECEMBER 5, 2023

The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows. Client intake.

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Lawmatics

FEBRUARY 13, 2024

Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents. Legal professionals deal with vast amounts of information, documents, and data.

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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.

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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.

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LawSites

APRIL 6, 2022

“Lawcus is a modern user-friendly all-in-one legal software with practice management, client intake, billing, case management, trust accounting, a built-in CRM and advanced complex automation capabilities designed to manage and grow successful law firms of any size.” ” NextChapter BK.

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Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. Legal practice management software automates billing, scheduling, and document management, freeing up time for billable work.

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Practice management Software Attorney Time-tracking 52

Legal Tech Monitor

APRIL 1, 2023

For client intake, your written procedures might cover how to have a meeting with the client and how best to get information from them. For the firm’s case management, SOPs might tell people what to do when opening a new matter. Examples of SOPs for different areas of law practice.

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Lawmatics

DECEMBER 7, 2023

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more.

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Legal software Legal software Software Time-tracking 52

Rocket Matter

FEBRUARY 18, 2025

Practice Management Software Investing in practice management software is crucial for efficiency and compliance. These platforms facilitate case management, scheduling, billing, document storage, and other essential functions. You can further reduce your software costs by bundling applications.

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Percipient

JANUARY 20, 2025

For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. Many offer integrations with tools like document management systems or case management software so they fit seamlessly into your workflow.

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Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Stay in touch .

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Rocket Matter

JULY 25, 2024

Running a thriving practice requires a strong foundation in law firm management. However, without efficient case management, timely billing, and strong client relationships, their practice may struggle to reach its full potential. It involves several key areas, including: Case Management. Client Relations.

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Legally Speaking

JANUARY 21, 2023

About Clio Clio is a legal practice management software that is designed to help law firms, solo practitioners, and legal departments manage their practice and client relationships. It offers a wide range of features, including client and matter management, document management, time tracking, billing, and task management.

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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?

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Legal software Legal software Software Client Intake 52

Clio

FEBRUARY 2, 2023

A legal matter management system is a software or web-based application that streamlines legal workflows and increases productivity. Legal matter management systems optimize document management, calendaring and scheduling, case research, billing and invoicing, and communication and collaboration, among other benefits.

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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? Website: In some cases, you have to pay for your domain name and hosting expenses, though these expenses are covered when you create a website through Clio Grow.

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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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CaseFox

JUNE 21, 2023

Technology innovation in the legal world helps firms streamline operations and helps them offer the best service to clients. From case management to advanced tools that revolutionize law firm operations are part of law firm technology. Legal technology for law firms enables them to offer better service to their clients.

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Legodesk

NOVEMBER 14, 2021

In this blog, well tell you all you need to know about how to better manage a law firm productively for a flourishing practice. Read Also – Key Benefits of Legal Case Management System 1. When a client can reach the data they need with comfort and least friction, they will have a more positive experience.

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Lawmatics

JUNE 8, 2023

Many case management systems and CRMs integrate with tools like email, calendar, or document management systems. 1 From Friction to Flow: Automating Your Law Firm's Client Intake Process You understand how important it is to provide personalized and efficient services to your clients.

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Rocket Matter

SEPTEMBER 1, 2024

Whether it’s client intake, document management, or billing, there are numerous solutions designed to help law firms operate more efficiently. Create standardized data fields within your case management software to simplify the process of pulling important information when needed. Standardize Data Fields.

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Rocket Matter

OCTOBER 15, 2024

By using advanced practice management software , law firms can reap various benefits. Moreover, legal CRMs consolidate client data, documents, case notes, and deadlines into one place, ready for retrieval at a moment’s notice, and customizable client intake forms are mobile-friendly.

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Lawmatics

APRIL 6, 2023

With legal workflow automation, law firms can automate a myriad of tasks – from billing to document management – while eliminating errors and reducing overhead. Types of Automation Some of the types of legal work that can be successfully automated include: Document creation. Which Legal Document Management System is the Best?

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