Rocket Matter

OCTOBER 24, 2022

Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. . Document automation . Don’t: Work outside your scope . Time and expense tracking . Legal billing

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Clio

MARCH 17, 2025

Learn more and book a demo today. The Integrators: AI Is embedded, but needs optimization The Integrators are using AI across multiple areasfrom document automation and client intake to legal research. Book a demo today! Book a Clio demo

Law firm 52

Law firm Legal AI Time-tracking Law 52

Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

Client Intake 40

Client Intake Document automation Software Law firm 40

Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

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Criminal Defense Client Intake Document automation Time-tracking 52

Lawmatics

DECEMBER 5, 2023

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

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Document automation Time-tracking Client Intake Legal CRM 52

Lawmatics

FEBRUARY 13, 2024

Here are some common types of software used by lawyers today: Client intake software: Legal client intake software streamlines the process of attracting leads, following up with them, engaging them, setting up a consultation, and ultimately securing and onboarding them as paying clients.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

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. Document management.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Lawmatics

DECEMBER 14, 2023

This rapidly expanding market includes the following: Practice Management Software: Solutions for centralizing client data, calendars, tracking deadlines, documents, tasks, and details for legal matters in one platform. Document Automation: Tools that generate customized legal documents like contracts, briefs, and forms from templates.

Legal tech 59

Legal tech Legal tech Document automation Dispute resolution 59

Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

Rocket Matter

MAY 23, 2023

Here are four ways your law firm can use automated workflows to increase profit. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things. Ready to see what automation will have the biggest impact on your firm’s bottom line?

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. If you maximize your performance at each touchpoint, you’re more likely to end up with a happy client and a healthy relationship. Download free guide 2.

Client Intake 52

Client Intake Time-tracking Law Law 52

Lawmatics

APRIL 6, 2023

Automation helps legal teams and law firms to string together various manual processes, such as client intake , to make everyday workflows more scalable. In addition, it saves money by reducing the costs of creating and storing documents. Legal workflows. Time and expense tracking. But how exactly does it work?

Law firm 52

Law firm Document automation Law Law 52

Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. Client intake forms . what steps do they take before signing on as a client? Automated workflows and reporting . Streamlined client intake forms .

Law firm 52

Law firm Time-tracking Client Intake Law 52

Lawmatics

JULY 11, 2023

Streamline intake. Legal specialty software automates intake with customizable client intake forms, document request templates, automated appointment scheduling and follow-ups, and e-signature capabilities to take the headache out of client management tasks. Document management.

Software 40

Software Time-tracking Client Intake Legal software 40

Lawmatics

JULY 13, 2023

Here are 7 marketing automation examples that law firms can use marketing automation in their practice: 1 Automated Intake Process Streamline the client intake process by automating lead capture, qualification, and follow-up. We can help you implement marketing automation at your law firm.

Time-tracking 52

Time-tracking Analytics Document automation Law firm 52

Clio

MARCH 8, 2024

Are you using different tools for billing, case management, payments, document automation, reporting, calendaring, etc.? When using traditional methods, lawyers and firm staff may talk to the potential client over the phone or via email, often with a lot of back and forth. How comprehensive is your current product offering?

Legal software 52

Legal software Legal software Software Client Intake 52

Lawmatics

JANUARY 9, 2024

The strategic adoption of legal tech is changing the legal field by automating routine tasks, providing data-driven insights, and enhancing client experience. 1 Driving Efficiency Gains Solutions like document automation, eSignature, and contract lifecycle management streamline repetitive workflows. Request a demo today.

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Analytics Client Intake Practice management Time-tracking 52

Lawmatics

APRIL 13, 2023

.” — Wyoming State Bar While delegation is a proven method for driving efficiency, law firms don’t always need to delegate work from managing attorneys to associate attorneys or staff; automating tedious tasks and processes is much more effective. The post Benefits of Marketing Automation first appeared on Lawmatics.

Document automation 52

Document automation Time-tracking Law firm Software 52

Rocket Matter

APRIL 4, 2023

To update the document, team members have to catch every past customization, update it on a new file, and manually add in the new client’s information. Instead of spending all of that time on data entry and updates, look for a legal practice management tool that offers document automation.

Time-tracking 52

Time-tracking Practice management Document automation Software 52

Rocket Matter

AUGUST 8, 2024

Offer clients a convenient way to pay online, reducing manual processing. Document Automation. Create documents with pre-defined templates to streamline document management and save time. Request a demo today and see how Rocket Matter can transform your firm’s financial management.

Lawyer 52

Lawyer Practice management e-records Billing software 52

Rocket Matter

SEPTEMBER 1, 2024

Research Legal Workflow Software Next, research the various legal workflow automation software available that could ease the administrative burden in different areas of your practice. Whether it’s client intake, document management, or billing, there are numerous solutions designed to help law firms operate more efficiently.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

AUGUST 1, 2023

When a firm with remote employees utilizes legal document automation software , it can turn template documents into intelligent, automated workflows in one easily accessible space. Say goodbye to day-to-day chaos and take control of your firm’s workflow with Lawmatics legal CRM and client intake software.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

NOVEMBER 3, 2022

Automated text messages and emails to leads after they call you . Email drip campaigns to stay top-of-mind with previous clients (and score those referrals from happy customers). Customizable intelligent client intake forms that pre-qualify leads . Document automation . Reporting and analytics .

Lawyer 40

Lawyer Time-tracking Billing software Practice management 40

3 Geeks and a Law Blog

OCTOBER 23, 2023

The book provides an overview of key technologies transforming the legal industry like automation, AI, blockchain, document automation, CLM, and more. Levy pointed to document automation and AI. Moini noted that intake and forms digitization can be a first step for laggards.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

Legal Tech Monitor

OCTOBER 23, 2023

The book provides an overview of key technologies transforming the legal industry like automation, AI, blockchain, document automation, CLM, and more. Levy pointed to document automation and AI. Moini noted that intake and forms digitization can be a first step for laggards.

Legal tech 52

Legal tech Legal tech Document automation Hearing 52