Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. However, disorganized tracking methods limit AIs effectiveness in this area.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

Client Intake 40

Client Intake Software Time-tracking Legal software 40

Clio

MAY 12, 2025

Features: Client communications : Keep clients informed and engaged, whether theyre elderly, remote, or coordinating on behalf of an estate, with secure and flexible messaging options. Easily manage flat fees, hourly rates, or retainers with built-in tools that keep your billing organized, accurate, and easy to track.

Estate planning 52

Estate planning Attorney e-filing Document automation 52

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

Centerbase

MARCH 31, 2025

Managing a law firm requires more than overseeing cases and delegating tasksit demands a strategic approach that balances client expectations, regulatory compliance, and operational efficiency. When there is no clear workflow or unified platform, staff may lose track of deadlines, duplicate efforts, or generate inaccuracies in record-keeping.

Law firm 52

Law firm Time-tracking Law Law 52

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