Client Intake Court Document management 
Above the Law - Technology
MARCH 15, 2023
He also served on two Utah Supreme Court task forces that led to the creation of the Utah Sandbox. Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.
Clio
NOVEMBER 26, 2024
Furthermore, if certified mail has already been sent, it will be delayed or potentially undeliverable, making it challenging to prove that a document was served within the required time frame. Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online.
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Colin S. Levy
OCTOBER 29, 2024
Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. This process, while critical to a successful outcome, can often overwhelm attorneys, particularly those managing numerous cases.
Clio
MARCH 25, 2025
Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. Clio Grow pairs with Manage, automating your client intake process.
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. This may involve automatically populating client information into case management systems or other databases.
Attorney at Work
JANUARY 27, 2022
When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. The aim is to help clients consider alternatives and understand the implications of their decisions.
Percipient
JANUARY 20, 2025
For litigation lawyers, it can predict how a case might play out in court, which makes it easier to decide if its worth settling or going all the way. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. Is AI difficult to integrate AI into legal workflows?
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