Client Intake Court Practice 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
Given the exceptional circumstances, courts may grant deadline extensions—but firms need to be proactive in communicating with the courts and opposing counsel to manage their obligations and avoid procedural issues and missed deadlines. Firms must be forward thinking to weather potential service disruptions.
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Rocket Matter
NOVEMBER 25, 2024
Advanced Practice Management Systems: The Command Center for Law Firms Modern practice management software is cloud-based with CRM (client relationship management) capabilities. Calendar tools for lawyers have multi-user access and automate court date calculations.
LawSites
JULY 28, 2021
Law practice management company Clio has acquired the automated court-calendaring company CalendarRules , Clio’s first acquisition since becoming the first law practice management company to achieve unicorn status earlier this year and its second acquisition ever. Allowing firms to set up automated reminders.
Rocket Matter
OCTOBER 19, 2022
Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.
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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