Lawmatics

NOVEMBER 26, 2024

Time Stamps of Key Takeaways 5:39 — Manual and automated conflict checking To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your client intake and case management processes.

Time-tracking 40

Time-tracking Client Intake Case management Law tech 40

Lawmatics

JUNE 20, 2024

A legal client intake form is an essential document used by law firms to gather pertinent information from new clients. This form helps attorneys understand the client’s needs, assess the case's viability, and ensure proper communication and record-keeping. What information does the client intake form gather?

Client Intake 40

Client Intake Case management Attorney Law firm 40

Clio

NOVEMBER 19, 2024

Book a demo of Clio’s legal software today to discover how you can simplify case management, track client communications, and keep every detail organized, all in one place. Together, LSAs and SEO ensure both immediate and long-term visibility, helping PI lawyers dominate local searches and attract more clients.

Injury Lawyer 98

Injury Lawyer Lawyer Time-tracking Law firm 98

Clio

FEBRUARY 20, 2025

To help you attract the right clients, scale your practice, and build lasting relationships , weve rounded up 10 proven lead generation strategies specifically for immigration law firms. Want an easier way to track and manage your leads? One great option is a client intake software system like Clio Grow.

Law firm 52

Law firm Client Intake Immigration lawyer Time-tracking 52

Clio

FEBRUARY 24, 2025

Want to explore the power of AI right from your case management platform? Clio Duo , Clios cutting-edge AI solution, is built within Clio Manages case management platform seamlessly transforming the way your firm works, accelerating your case and client work, and more. Book a demo today.

Legal AI 52

Legal AI e-discovery e-filing Mediator 52

Legal Tech Monitor

MARCH 7, 2023

ABA TECHSHOW kicked off in Chicago last week with its traditional opening event, the Startup Alley pitch competition, in which 15 legal tech startups present three-minute pitches in pursuit of top honors. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications.

Client Intake 59

Client Intake Document automation Practice management Case management 59

Lawmatics

AUGUST 13, 2024

When creating a legal client intake form, you should keep it concise, organize it logically, make it accessible to your leads, and ask questions that will generate the answers you need to decide whether to extend legal representation. The information gathered should be relevant to client needs and desired outcome.

Client Intake 40

Client Intake Criminal Defense Case management Software 40

Clio

MARCH 17, 2025

Stay updated on AI trends through resources like Clios Legal Trends Report , subscribe to our blog newsletter , and attend relevant AI-focused industry events and conferences like Clios Legal AI Virtual Summit , and the Clio Cloud Conference. AI works best when its deeply embedded into case management and billing.

Law firm 52

Law firm Legal AI Time-tracking Law 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

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). Legal workflow automation via centralized legal matter management software is the perfect solution.

Software 52

Software Time-tracking Client Intake e-filing 52

Clio

MAY 24, 2024

Similarly, when a firm increases its employee headcount, the business will need to account for more training and development needs and invest in technology and processes– such as a case management software tool –for streamlining handoff with more specialized roles.

Law firm 69

Law firm Time-tracking Law Law 69

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. Both Clio’s desktop and mobile apps now let legal professionals exchange text messages with clients without having to use their personal phone numbers.

Electronic payment 52

Electronic payment Client Intake Document automation Time-tracking 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

AUGUST 1, 2023

All employees, including remote ones, need to blow off steam, share information about special events, and discuss something besides work with their colleagues to forge bonds and strengthen relationships. 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

OCTOBER 15, 2024

Comprehensive management solutions, like Rocket Matter, keep firms efficient as they scale up. By using advanced practice management software , law firms can reap various benefits. The software solution enabled every staff member to get information related to pending tasks, event calendar, and client account balances.

Law firm 52

Law firm e-filing Time-tracking Law 52

Clio

JULY 19, 2023

And yet, most court management systems only accept files that are approximately 35MB. Compressing PDFs for court systems You can compress PDFs to ensure they’re accepted by court case management software without a hitch. In the event that your file is too big, you can save a compressed version right from Word.

e-filing 52

e-filing e-records Court Client Intake 52

Rocket Matter

NOVEMBER 19, 2024

Sending regular updates to a targeted list is an effective way to stay top-of-mind with your audience and nurture long-term client relationships. Attending local and state conferences or networking events can lead to referrals and new client opportunities, promoting your firm and expanding your network.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

DECEMBER 16, 2024

Powered by generative AI technology, Clio Duo streamlines everything from case management to document reviews, helping firms operate at peak efficiency. Say goodbye to overwhelming paperwork and missed deadlinesour AI tool handles repetitive tasks, freeing lawyers to concentrate on strategy, client connections, and essential casework.

e-filing 59

e-filing Time-tracking e-records Legal technology 59