Remove Case management Remove Client Intake Remove Software design
article thumbnail

Client Intake Software

Lawmatics

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

article thumbnail

4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

Consider cost, ease of use, compatibility with your existing software, and customer support. Many case management systems and CRMs integrate with tools like email, calendar, or document management systems. Instead, it's about using technology to augment and improve the client intake process.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Eight Legal Software Solutions for Eight Fields of Law

Attorney at Work

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. These are simply my observations of software developed to address specific fields of law. Practice-Specific Legal Software Solutions. These are the promised benefits of legal tech.

article thumbnail

The Best Legal Billing Software for Large Firms in 2024

Clio

Backed by Clio’s industry-leading security features and protocols, Clio’s cloud-based billing software empowers firms to send bills securely electronically via a client portal and collect payments online through secure click-to-pay links. It enriches a tech stack. Solves for more than just billing. Cons: Geographic restrictions.