Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. This process, while critical to a successful outcome, can often overwhelm attorneys, particularly those managing numerous cases.

Client Intake 57

Client Intake Law Law Attorney 57

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.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

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.

Practice management 52

Practice management Software Attorney Time-tracking 52

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.

Legal software 52

Legal software Legal software Software 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.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

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

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.

Law firm 52

Law firm Client Intake Law Law 52

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.

Legal technology 52

Legal technology Legal technology Client Intake Bankruptcy 52

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.

Law firm 52

Law firm Time-tracking Law Law 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.

Lawyer 59

Lawyer Client Intake Time-tracking Document management 59

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

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 .

Legal CRM 52

Legal CRM Law firm Client Intake 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

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.

Software 52

Software Time-tracking Client Intake e-filing 52

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.

Law firm 52

Law firm e-filing Time-tracking Law 52

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.

Law firm 52

Law firm Billing software Law Law 52

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.

Law firm 52

Law firm Time-tracking Law Law 52

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.

Estate planning 52

Estate planning Time-tracking Lawyer Client Intake 52

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.

Client Intake 40

Client Intake e-filing e-records Document storage 40

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!

Legal software 102

Legal software Legal software Intellectual Property Software 102

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?

Law firm 52

Law firm Document automation Law Law 52