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.

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Clio

APRIL 28, 2025

As a busy immigration lawyer, you might also be looking for an AI tool that saves you time by reviewing and summarizing lengthy documents, extracting cited details, and turning them into actionable insights from anywhere within your case management softwareso you can get straight to the strategic decision-making. Get Started Now 2.

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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.

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Rocket Matter

APRIL 22, 2025

Rocket Matter also includes a client portal, a built-in Customer Relationship Management (CRM) system, and sophisticated dashboard reporting to help clients effectively manage their client base. However, Rocket Matters easy-to-use workflow automation and visual task management give it a sharper edge.

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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.

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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.

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Above the Law - Technology

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.

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Lawmatics

JULY 9, 2024

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

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Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Risk management.

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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?

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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.

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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.

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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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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.

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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.

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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.

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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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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.

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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.

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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.

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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.

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