Client Intake Court Document storage 
Rocket Matter
NOVEMBER 25, 2024
Legal-Specific Calendar Tools: Never Miss a Deadline Again In the legal world where missed deadlines have consequences, efficient calendar management is vital and needs to go beyond basic scheduling to comply with court rules. Calendar tools for lawyers have multi-user access and automate court date calculations.
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. After integrating this information, users can use MerusCase’s batch scanning, predictive search and auto-population tools to digitize, search and complete standardized court forms and legal documents.
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Clio
AUGUST 28, 2024
Existing technology (like security cameras) can guide lawyers when presenting this type of evidence in court. This emerging area of law is broad and can require lawyers to act as advisors, compliance consultants, policy analysts, risk assessors, and plaintiffs in court. But technology can also change how law firms operate.
Clio
JULY 9, 2024
Without a standard across states or nationally, each court has its own setup, and these systems often come with clunky, confusing interfaces. Here, we dive into the top five things you’ll need to know about e-filing court documents with Clio File and how this can improve processes, speed up timelines, and simplify your matter workload.
Clio
FEBRUARY 2, 2023
For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Handling everything from intake to billing in one software boosts productivity and eliminates errors, making life as simple as possible for law firms.
Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ). Collaboration tools work for firms of any size.
Rocket Matter
AUGUST 22, 2024
Reduced Costs Adopting eSignatures can lead to significant cost savings for law firms by eliminating the need for printing, postage, and courier fees associated with traditional document handling. Additionally, by reducing paper usage, eSignatures can help law firms save space on document storage.
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