Client Intake Document automation e-filing 
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. Features: Case and document summarization: Instantly review key points from long case files or estate planning documents.
Percipient
MARCH 31, 2025
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. But not every tool is built the same.
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Clio
MARCH 25, 2025
Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. Clio Grow pairs with Manage, automating your client intake process. Clio Draft A lot goes into the legal document drafting process. Docusign DocuSign is practically a household name in the e-signature world.
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.
Rocket Matter
FEBRUARY 25, 2025
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 The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous.
Clio
JUNE 21, 2023
Disputes Provide details for the procedure that will be followed if disputes arise between the parties (for example, if the lawyer and client disagree regarding the charges on a bill). By using automation tools to streamline the process, lawyers can free up time that they can spend serving clients.
Rocket Matter
NOVEMBER 19, 2024
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 Starting your own law firm is a huge step—and, let’s be honest, it can feel a bit overwhelming. This way, you can concentrate on what truly matters—your clients!
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