Clio

APRIL 15, 2025

Six best workflow management software options for law firms When it comes to streamlining day-to-day operations, choosing the right workflow management software can make all the difference. Allows legal professionals to stay connected with their clients, cases, and colleagues even while on the go or when away from the office.

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Attorney at Work

APRIL 30, 2021

Our practice management and technology experts have some tips. Blackford (@SheilaBlackford) has been a Practice Management Attorney for the Oregon State Bar Professional Liability Fund since 2005. Practice management software providers have been spending a lot of energy developing intake tools.

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LawSites

JUNE 13, 2022

In light of that, I reached out to CEOs and executives at several practice management companies for their thoughts on the deal — including on how it may impact their partnerships with LawPay going forward. Last year, it acquired two additional products, Lawyaw for document automation and Calendar Rules for court calendaring.

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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.

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Centerbase

MARCH 31, 2025

Here are some critical best practices to improve all aspects of your legal practice and unlock sustainable growth. Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. FAQs Does a Small Law Firm Need Law Practice Management Software?

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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. What is the Purpose of an Intake Software? The post What is Intake Software? What is the Most Popular Legal Software?

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LawSites

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows.

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Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Hello, efficiency!

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Clio

SEPTEMBER 11, 2024

Practice management software, such as Clio Manage , can streamline your firm’s workflows, while Clio Grow can boost your client intake efforts. Arizona In 2020, the Arizona Supreme Court adopted changes to the state legal ethics rules which eliminated Rule 5.4. Who typically owns a law firm? legal industry.

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LawSites

FEBRUARY 9, 2023

One was what many viewed as a pair of ill-conceived publicity stunts – first when Browder offered to pay a lawyer $1 million to argue a case in the Supreme Court guided via AirPods by DoNotPay’s artificial intelligence, and the other when Browder said he would send a pro se litigant into traffic court guided by DoNotPay’s AI whispering in his ear.

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Clio

AUGUST 28, 2024

Thankfully, using cloud-based legal practice management software like Clio makes it easier than ever for lawyers to work more efficiently and automate routine tasks—no matter where they are. Existing technology (like security cameras) can guide lawyers when presenting this type of evidence in court. Eager to learn more?

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LawSites

FEBRUARY 7, 2023

Gavel founder and CEO Dorna Moini joins LawNext this week to discuss how her company has evolved from document automation to come to support law firms, courts, legal aid organizations, and even legal tech companies such as Hello Divorce, as they build tools to automate legal services.

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Rocket Matter

SEPTEMBER 14, 2022

Due to the high demands of criminal defense, you need to spend the majority of your time focusing on your clients to provide the best care and arguments in court. Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients.

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Rocket Matter

OCTOBER 3, 2023

This might include, but definitely isn’t limited to: Researching or performing due diligence for a client’s matter Correspondences or meetings related to a case Drafting briefs Filing paperwork Court appearances On the other hand, a great deal of legal work falls into the non-billable hour camp.

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Rocket Matter

MARCH 26, 2025

On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.

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Attorney at Work

JANUARY 11, 2022

WebPreserver generates a certificate for authenticating this evidence in court. Trellis lets you search state court dockets to better understand your judge, opposing counsel and the opposing party by analyzing their historical record. Practice Management Has Become So Big It’s Getting Smaller in Focus.

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Legal Tech Monitor

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.

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CaseFox

DECEMBER 8, 2023

New Year’s resolutions for lawyers can be more challenging than others as they have to balance legal matters, clients, court dates, and personal life. All your texts should be professional and you should be texting clients only when needed. Text your clients for logical purposes only.

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Rocket Matter

MARCH 26, 2025

On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.

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Legal Tech Monitor

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows.

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Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Practice management. Legal workflows.

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LawSites

APRIL 6, 2022

“Lawcus is a modern user-friendly all-in-one legal software with practice management, client intake, billing, case management, trust accounting, a built-in CRM and advanced complex automation capabilities designed to manage and grow successful law firms of any size.” ” NextChapter BK.

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Rocket Matter

APRIL 11, 2023

Here are three ways to level up your client relationships at each stage of the game, without sacrificing billable hours. 1. Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition.

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Clio

FEBRUARY 16, 2023

Persuasion Knowing how to get buy-in is essential, whether you’re courting a prospective client or arguing a case in front of a judge. For more information, start with our free webinar on How To Bridge The Communications Gap With Your Clients.

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CaseFox

JUNE 29, 2023

Legal motion management is an essential aspect of the litigation process. Legal motions allow parties to assert their rights, and seek relief from the court regarding certain cases. They can also present arguments in front of the court with the help of legal motions. This motion asks the court to dismiss the case.

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Lawmatics

AUGUST 8, 2023

Despite initial restrictions, like those imposed by US District Court judges and law schools like Berkeley and the University of Michigan, legal tech evangelist Nicole Black argues that these technologies should be embraced as valuable tools to streamline work and increase efficiencies. is from the 9th Circuit Court, 'Johnson v.

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Legally Speaking

JANUARY 21, 2023

About Clio Clio is a legal practice management software that is designed to help law firms, solo practitioners, and legal departments manage their practice and client relationships. Utilising an efficient intake process to increase revenue. Clio was founded in 2008 and is headquartered in Vancouver, Canada.

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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.

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Lawmatics

DECEMBER 14, 2023

The use of tech in law firms has increased from advances in AI-powered solutions to the proliferation of practice-specific tools like contract lifecycle management tools or practice management software to operational tools like CRMs and billing software. And this market influence reaches beyond attorneys and law firms.

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Clio

FEBRUARY 2, 2023

Legal workflow automation via centralized legal matter management software is the perfect solution. Manage every single one of your firm’s processes in one place. Automate client intake workflows, communication, deadline reminders, and document creation. Which legal matter management software is right for me?

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Rocket Matter

APRIL 4, 2023

Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software. It’s everything you need, all in one place.

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LawNext podcast

FEBRUARY 9, 2023

One was what many viewed as a pair of ill-conceived publicity stunts – first when Browder offered to pay a lawyer $1 million to argue a case in the Supreme Court guided via AirPods by DoNotPay’s artificial intelligence, and the other when Browder said he would send a pro se litigant into traffic court guided by DoNotPay’s AI whispering in his ear.

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Client Intake Paralegal Document management Court 40

CaseFox

JULY 25, 2023

It provides greater convenience to clients and more flexibility for legal professionals. Video conferencing, online document signing, and virtual court hearings have become commonplace. Law Practice Management Software: Law Practice management software has become a cornerstone of efficient law firm operations.

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e-discovery e-filing Lawyer Intellectual Property 52

LawNext podcast

MARCH 13, 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.

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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. Managing to-do lists. Archiving beneficial precedent decisions of the supreme court and other valuable legal content. Tracking lawsuits.

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Lawmatics

DECEMBER 7, 2023

Here are some common types: Practice management software: Helps law firms manage cases, clients, documents, appointments, and billing in a centralized system. Document management software: Focuses on organizing and storing legal documents securely, often with version control and collaboration features.

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Attorney at Work

AUGUST 27, 2021

Like a practice management workflow, you can create templates for oft-used projects and processes — i.e., new client intake with all the necessary steps listed, staff assignments, and deadlines. She was Co-Chair of the 2020 ABA TECHSHOW Planning Board and is author of the ABA book “ Evernote as a Law Practice Tool.”.

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