Client Intake Document automation Due diligence 
Clio
SEPTEMBER 18, 2024
Lawyers can program chatbots to perform client intake and book legal consultations. Instead of having a lawyer take a prospective client call and going back and forth with a potential client, a chatbot streamlines this client intake process. A chatbot can make the client intake experience more interactive.
Percipient
JANUARY 20, 2025
Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs.
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Rocket Matter
NOVEMBER 21, 2022
For example, if you are implementing text message marketing to decrease no-shows for appointments, you will need to make sure that your marketing automation tools correctly tie into your scheduling calendar, that legal support staff are trained on how to use it, and that you’ve dialed in the frequency of reminders to be just right. .
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. When low-value work is automated, the cost savings can be passed on to the client, giving them a better, more cost-effective experience. Legal workflows.
Lawmatics
AUGUST 8, 2023
This ground-breaking fusion of natural language processing and machine learning aids firms with contract analysis, due diligence, and regulatory compliance. At the same time, Gideon streamlines client intake and document automation for a more effective process. Similarly, Smith.ai
Clio
JANUARY 30, 2024
Document management Paperwork is an inextricable part of practicing law, but dealing with documents doesn’t have to be as tedious or time-consuming as it has been in the past. However, some states require wet signatures for documents like wills. Legal technology can help make e-signatures easier and more secure.
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