Case management Client Intake Document storage 
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.
Rocket Matter
NOVEMBER 25, 2024
AI does the time-consuming tasks like document verification, research, and case management. For example, studies show AI can reduce research time by up to 60% and give lawyers more time to focus on strategy and client interaction. Automating these tasks not only saves time, but also reduces human error.
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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.
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.
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. They help you stay more organized and improve response times.
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.
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.
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