Remove Client Intake Remove Document automation Remove Document management
article thumbnail

The Only Client Intake Checklist You’ll Ever Need

Attorney at Work

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. So don’t screw it up!

article thumbnail

5 Best Legal Workflow Automation Software Tools in 2025

Percipient

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. Thats where legal workflow automation steps in.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

10 Best Productivity Tools for Lawyers

Clio

Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. Clio Grow pairs with Manage, automating your client intake process.

Lawyer 52
article thumbnail

CRM Platform Lawmatics Expands with Time and Billing Features; Adds E-Payments through Gravity Legal

LawSites

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

article thumbnail

Driving Innovation in Law Firms: Strategies and Considerations

Rocket Matter

These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Streamline Document Management Manual document management can be a time-consuming drain on resources.

article thumbnail

How to Introduce AI Into Your Law Firm’s Workflow (The Right Way)

Clio

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. For example, law firms can benefit from automation in the following key areas: 1.

article thumbnail

Everything You Should Know About AI Legal Tech

Percipient

Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. AI Contract Review AI contract review makes managing contracts a lot simpler. Not really.