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.

Software 52

Software e-filing Time-tracking Client Intake 52

LawSites

APRIL 10, 2023

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

Client Intake 59

Client Intake e-records Analytics Document automation 59

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. Maybe you can DJ.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

Legal Tech Monitor

APRIL 10, 2023

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

Client Intake 52

Client Intake e-records Analytics Document automation 52

LawNext podcast

APRIL 10, 2023

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

Client Intake 40

Client Intake e-records Analytics Document automation 40

Lawmatics

JULY 11, 2023

According to American Bar Association (ABA) research , over half of all law firms recorded additional time after implementing legal time tracking software, and nearly 10 percent billed a minimum of 15 extra hours each month. Automate routine tasks. Streamline intake. Document management. Microsoft 365.

Software 40

Software Time-tracking Client Intake Legal software 40

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). The letter may also specify client responsibilities for preserving documents, if necessary. And, with less risk of manual error.

Law firm 52

Law firm Client Intake Law Law 52