Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 109

Attorney Client Intake Time-tracking Practice management 109

Clio

FEBRUARY 2, 2023

Lawyers can even add case information from existing software. For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Manage every single one of your firm’s processes in one place.

Software 52

Software Time-tracking Client Intake e-filing 52

Rocket Matter

AUGUST 22, 2024

Reduced Costs Adopting eSignatures can lead to significant cost savings for law firms by eliminating the need for printing, postage, and courier fees associated with traditional document handling. Additionally, by reducing paper usage, eSignatures can help law firms save space on document storage. Advanced Security.

Lawyer 52

Lawyer e-records Law firm Compliance 52

Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ). Managing to-do lists.

Lawyer 112

Lawyer Time-tracking Document storage Client Intake 112

Legally Speaking

JANUARY 21, 2023

Document storage recommendations for paperless law firms. How to Grow Your Firm with Legal Client Intake This guide by Michael Chasin, a prominent expert in client intake and CRM, emphasises the importance of client intake and presents strategies for implementing a systematic process within your firm.

Client Intake 40

Client Intake e-filing e-records Document storage 40