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Essential Tools for Virtual Estate Planning Attorneys

Clio

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. Features: Case and document summarization: Instantly review key points from long case files or estate planning documents. Enhanced data security.

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The Ultimate Client Intake Process?

Rocket Matter

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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10 Best Productivity Tools for Lawyers

Clio

Clio Grow pairs with Manage, automating your client intake process. Clio Grow captures client information with online intake forms, manages appointment scheduling, sends text reminders for appointments, sends docs for e-signatures, and keeps everything neatly organized on the cloud for easy access.

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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

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.

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Legal Workflow Management: Tools and Techniques for a More Efficient Firm

Clio

Book a demo ! Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. Offers large file storage. What is legal workflow management software? Provides access to reporting and insights.

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The Future of Law Firms: How to Adapt in a Changing Industry

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book What will the future of law firms look like in a few years? Everything is centralized, so your team isnt wasting hours searching for files or resolving version conflicts.

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Law Firm Management: Key Insights and Strategies for Success

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm. Running a thriving practice requires a strong foundation in law firm management.