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?

Client Intake 40

Client Intake Criminal Defense Estate planning Compliance 40

Rocket Matter

DECEMBER 5, 2023

If you’re looking to save time and be more productive as a lawyer, look no further than developing stronger time management. The problems stem from a lawyer’s time-tracking habits—from Post-it notes to Excel, from an online or physical calendar, it can be very manual.

Time-tracking 52

Time-tracking Software Client Intake Legal CRM 52

Rocket Matter

MARCH 26, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Law Firm Workflow Management : How Can Automation Help Attorneys?

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. Law Firm Workflow Management : How Can Automation Help Attorneys?

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

JANUARY 9, 2024

In short, you need it to maintain a positive client relationship. Here are six strategies to keep your time-tracking client-centered. 1. But these (excellent) reasons aren’t the only reasons to time track. If attorneys use the same time entry labels for tasks, it will be clearer to clients.

Time-tracking 52

Time-tracking Client Intake Law firm Legal CRM 52

Clio

MARCH 17, 2025

Firms that fall on this point in the adoption curve often rely on on-premise or outdated tools for their legal workthink local storage, manual time tracking, and spreadsheets. This results in longer working hours, higher administrative costs, and lower utilization rates, as less time is spent on billable work.

Law firm 52

Law firm Legal AI Time-tracking Law 52

Legal Tech Blog

OCTOBER 10, 2023

Personal injury law firms also have specific legal obligations and procedures around medical record keeping and documents, expense tracking, and receiving payments from other law firms. They require secure, compliant software to store and process personal health information in compliance with HIPAA regulations.

Law solutions 113

Law solutions Injury Lawyer Lawyer Time-tracking 113

Rocket Matter

OCTOBER 3, 2023

The dilemma is this: you want to track your hours accurately, but you don’t want to have to put in extra work for it. It can seem overwhelming to have to jot down every minute of client time, but, alas, if you don’t, you’ll be in an even bigger hole. Automatic time tracking improves your firm’s profitability.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Clio

SEPTEMBER 3, 2024

Legal billing software streamlines many essential billing tasks for law firms—like tracking billable hours and expenses, creating invoices, and managing payment collections. Legal billing software helps law firms manage the multi-faceted process of billing legal clients more effectively and efficiently. Pros: It enhances productivity.

Billing software 105

Billing software Software Time-tracking Law firm 105

Attorney at Work

JULY 21, 2022

When attorney’s are spending valuable time duplicating form population, playing phone tag with clients — and worst of all — hunting down missing payments, it limits the time they get to spend helping their clients reunite with family, or start a new life in a new country.

Case management 96

Case management Client Intake Time-tracking Attorney 96

Rocket Matter

DECEMBER 17, 2024

By analyzing data on client cases, billing practices, and intake procedures, you can identify potential bottlenecks that may be hindering your firms long-term growth. Prioritize Client-Centric Innovation One of the biggest challenges for many law firms is identifying what to innovate first.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

FEBRUARY 25, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

OCTOBER 12, 2023

It’s important to know the capabilities of each processor, which is right for you, and which will save you time and money (and potentially, your firm’s caboose). 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Non-compliance. Start accepting payments online!

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.

Software 52

Software Client Intake Document management Billing software 52

Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks.

Law firm 86

Law firm Time-tracking Law Law 86

Rocket Matter

FEBRUARY 18, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. You need to accurately capture billable hours to prevent revenue loss.

Law firm 52

Law firm e-filing Law Law 52

Lawyerist

MAY 16, 2024

Compare the potential “right time, right place” effectiveness of a Google Local Services Ad versus an old-school yellow pages or billboard advertisement. that they need to manage and work to turn potential clients into paying clients. As for challenges, attorneys face increased inquiries (which is wonderful!)

Client Intake 72

Client Intake Law Law Time-tracking 72

Clio

MARCH 19, 2025

You can organize to-do lists, track individual tasks, and manage team-wide workflows from a single app Schedule a demo ! Task delegation strategies for law firms add another variable to consider: Certain tasks require oversight from lawyers for both ethical and compliance reasons. Will it need legal or ethical oversight?

Law firm 52

Law firm Law Law Time-tracking 52

Attorney at Work

JANUARY 27, 2022

Founded in 2016, FastVisa is newer to the scene and aims to streamline immigration and visa processes through client intake, case management, and workflow automation. Meanwhile, Wealth Tracx supports the delivery of trust administration services with a variety of tools, including asset tracking, reports, ledgers, and task management.

Legal software 101

Legal software Legal software Intellectual Property Software 101

Law Technology Today

SEPTEMBER 1, 2023

This software streamlines backend processes, reducing the time spent on cumbersome administrative tasks, thereby bolstering operational efficiency within the firm. Maintaining IOLTA trust compliance and segregating earned and unearned funds are central to the best legal billing software.

Billing software 84

Billing software Software Time-tracking Client Intake 84

Lawmatics

DECEMBER 5, 2023

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. Current and potential clients can book an appointment with legal calendaring software.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

FEBRUARY 22, 2023

Kanban boards are used to track the progress of any project by breaking it into three main columns: Requested tasks Tasks in progress Completed tasks The required tasks for completion are then placed on cards and assigned to team members.

Law firm 52

Law firm Client Intake Time-tracking Law 52

Clio

JULY 16, 2024

Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum. Accountants step in to fill this role, providing critical support in maintaining accurate records and helping to ensure compliance with jurisdictional regulations.

Law firm 52

Law firm Law Law Time-tracking 52

Clio

SEPTEMBER 9, 2024

Use Clio Grow to tackle your firm’s website, client intake, calendaring, and more so you can focus on growing your business– Book your Clio demo today. More pages mean more content to design and integrate—adding to the development time. Longer development time: Custom projects may take more time to complete.

Attorney 102

Attorney Law firm e-records Client Intake 102

Lawmatics

DECEMBER 7, 2023

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. Case management software: Manages and tracks the details of legal cases, including key dates, contacts, and case-related documents.

Legal software 52

Legal software Legal software Software Time-tracking 52

Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. With such a system, you can track every dollar in and out of your law firm. Client Dissatisfaction Efficient case management is key to client satisfaction.

Practice management 52

Practice management Software Attorney Time-tracking 52

Clio

AUGUST 28, 2024

At the same time, the practice of law is changing rapidly. AI This should come as no surprise, but AI has been transforming businesses and law for some time now, and the full reach of its impact is still yet to be seen. NFTs are a unit of data based on blockchain technology that’s to record and track transactions and ownership of data.

Intellectual Property 98

Intellectual Property Mediator Lawyer Time-tracking 98

Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

Lawmatics

NOVEMBER 7, 2023

Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI makes it easy for firms to create their own intake process and efficiently capture client information with client intake form templates. Regulatory compliance. Legal research. Workflow automation.

Client Intake 59

Client Intake Due diligence Legal advice Analytics 59

Lawmatics

FEBRUARY 13, 2024

Here are some common types of software used by lawyers today: Client intake software: Legal client intake software streamlines the process of attracting leads, following up with them, engaging them, setting up a consultation, and ultimately securing and onboarding them as paying clients.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Rocket Matter

JULY 18, 2023

If your website is dated, confusing, or clunky, you’re much less likely to attract your ideal clients—and you’re even less likely to keep them. But law firms are also incredibly busy, and it takes time and experience to develop a great website. Download free guide 3.

Client Intake 72

Client Intake Law firm Time-tracking Practice management 72

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Time tracking? So, let’s start there. Download free guide 2. Check. Legal CRM? Check. eSignature?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

JULY 24, 2023

On the other hand, firms that embrace generative AI have an opportunity to dramatically improve productivity and workflow efficiencies, and AI isn’t going away any time soon. This makes it an excellent tool for the client intake process, marketing, and general client communications.

Client Intake 52

Client Intake Law Law Intellectual Property 52

Clio

JULY 9, 2024

This is where Clio File steps in, offering a user-friendly solution that takes the hassle out of e-filing, helping you avoid errors and stay on track with your submissions. Clio helps you stay on top of key court deadlines and requirements with our Court Rules feature , helping you ensure critical documents are submitted on time.

e-filing 52

e-filing e-records Time-tracking Court 52

Clio

MARCH 14, 2024

Benefits and advantages of using electronic signatures When used appropriately, there are numerous reasons why lawyers and clients may prefer to use e-signatures over traditional handwritten signatures, including: Added convenience. Modern e-signature technology makes it easy to sign documents remotely—anywhere and at any time.

e-records 102

e-records e-filing Client Intake Court 102

Rocket Matter

DECEMBER 10, 2024

Rocket Matters time, billing, and payments solutions tackle the weaknesses around billing accuracy and transparency. For firms looking to build client trust, this feature ensures every minute of billable work is captured so theres no dispute over unclear billing practices.

Law firm 52

Law firm Legal CRM Time-tracking Law 52

Rocket Matter

JULY 15, 2024

When you’re running low on time, small details tend to go missing. To keep everything where you can see it, consider a client relationship management (CRM) software. A legal CRM offers industry-specific features that enhance efficiency and ensure compliance with legal standards. Let's take a deeper look at how this can work.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52