Case management Document automation e-filing 
Clio
MAY 12, 2025
Calendar syncing : Avoid missed deadlines for probate filings or trust administration by syncing key dates across your teams calendars and client matters. Case management : Centralize every matterwills, POAs, trustsin one place so you can easily access notes, communications, and documents across long timelines and multiple stakeholders.
Attorney at Work
JANUARY 20, 2022
Related: “8 Legal Practice Areas Growing in 2021 and Beyond” Document automation levels up. For example, firms using a manual search-and-replace process to create new documents can quickly realize productivity gains with document automation while avoiding common editing errors. Legal tech meets fintech.
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Percipient
MARCH 31, 2025
Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. E-signature software : Skip the printing and scanning; get legally binding signatures in minutes. How Can Legal Workflow Automation Benefit You?
Clio
MARCH 25, 2025
Cloud-based case management software Cloud-based case management software makes it possible for lawyers and their teams to more easily manage cases, client engagements, and billing from anywhere, anytime. Clio Grow pairs with Manage, automating your client intake process.
Percipient
JANUARY 20, 2025
Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. AI Contract Review AI contract review makes managing contracts a lot simpler. AI is used in the legal profession to automate and enhance a variety of tasks.
Rocket Matter
FEBRUARY 25, 2025
Get free e-book The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.
Attorney at Work
OCTOBER 18, 2021
The truth is that, as long as pleadings are filed in a timely manner, discovery is completed, client questions are answered, and everyone complies with ethics rules, it really makes no difference if the work is done at 9 a.m. This can help streamline how you manage client files and run your practice. Transition to E-signatures.
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