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. Carlisle appreciated being able to consolidate information on contract lifecycle management. Levy pointed to document automation and AI.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

Rocket Matter

OCTOBER 24, 2022

A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . When taking on a client, make sure you use a thorough client intake questionnaire to ensure that you’re the right lawyer for their matter.

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

Client Intake 40

Client Intake Document automation Software Law firm 40

Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Lawmatics

DECEMBER 5, 2023

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

Lawmatics

FEBRUARY 13, 2024

Automation: Automation tools have streamlined repetitive tasks such as document review, contract analysis, and legal research. Social media: Lawyers now utilize social media platforms for professional networking, marketing, and staying informed about legal developments. What software do lawyers use today?

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Document management.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

LawSites

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Responses are then mapped to court forms or document templates.

Practice management 69

Practice management Client Intake Document automation Law firm 69

Rocket Matter

MAY 23, 2023

Here are four ways your law firm can use automated workflows to increase profit. By automating these tasks, your firm saves time every single time you draft templated documents. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Clio

MARCH 8, 2024

Are you using different tools for billing, case management, payments, document automation, reporting, calendaring, etc.? When using traditional methods, lawyers and firm staff may talk to the potential client over the phone or via email, often with a lot of back and forth. How comprehensive is your current product offering?

Legal software 52

Legal software Legal software Software Client Intake 52

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. There are just certain things in life that you wouldn’t, even couldn’t, do without a little research and background information. Download free guide 2.

Client Intake 52

Client Intake Time-tracking Law Law 52

Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. You can gather information from: . Client intake forms . what steps do they take before signing on as a client? Automated workflows and reporting .

Law firm 52

Law firm Time-tracking Client Intake Law 52

Percipient

JANUARY 20, 2025

For instance, machine learning can predict litigation risks based on similar cases, identify trends that might impact a client, or flag unusual clauses in contracts that might need extra attention. Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

Lawmatics

JULY 13, 2023

Imagine this: instead of manually collecting and processing client information, your firm can implement automation software. Setting up online forms or questionnaires on your website, potential clients can easily provide essential details. No more manual data entry or deciphering scratchy writing on intake sheets.

Time-tracking 52

Time-tracking Analytics Document automation Law firm 52

Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. Streamline intake. Document management. Let's get started!

Software 40

Software Time-tracking Client Intake Legal software 40

Legal Tech Monitor

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Responses are then mapped to court forms or document templates.

Practice management 52

Practice management Client Intake Document automation Law firm 52

Clio

JUNE 21, 2023

With this in mind, here are just some of the common elements that engagement letters for lawyers may include: Engagement details Specify who the client is and who will be representing the client, and include all necessary identifying information (such as names, addresses, and contact details).

Law firm 52

Law firm Client Intake Law Law 52

LawSites

OCTOBER 10, 2022

Users can create sites by filling out their information on a form and selecting a design. Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Actions recorded in the Fidu app are tracked directly in Clio Manage.

Electronic payment 52

Electronic payment Client Intake Document automation Time-tracking 52

Lawmatics

APRIL 13, 2023

For example, it might be as easy as developing an email marketing template that sends messages out automatically, allowing prospects to receive timely and personalized marketing information. Automation also enables lawyers to measure the success of their marketing efforts, thanks to visual analytics features built into the software.

Document automation 52

Document automation Time-tracking Law firm Software 52

Rocket Matter

APRIL 4, 2023

To update the document, team members have to catch every past customization, update it on a new file, and manually add in the new client’s information. Instead of spending all of that time on data entry and updates, look for a legal practice management tool that offers document automation.

Time-tracking 52

Time-tracking Practice management Document automation Software 52

Rocket Matter

DECEMBER 17, 2024

Streamline Document Management Manual document management can be a time-consuming drain on resources. Document automation tools allow you to streamline the process of creating, editing, and organizing legal documents. Prioritize solutions that are targeted toward the legal sector, such as Rocket Matter.

Law firm 52

Law firm Law Law Legal CRM 52

Legodesk

JANUARY 18, 2022

Best Automation Features for Lawyers After knowing about the benefits of automation features for lawyers, now let’s discuss the center of attention of this blog. You’re already ahead of the majority of your competition by reacting quickly with a customized answer using automation.

Lawyer 52

Lawyer Time-tracking Software Client Intake 52

Legodesk

JANUARY 18, 2022

Best Automation Features for Lawyers After knowing about the benefits of automation features for lawyers, now let’s discuss the center of attention of this blog. You’re already ahead of the majority of your competition by reacting quickly with a customized answer using automation.

Lawyer 52

Lawyer Time-tracking Software Client Intake 52

Rocket Matter

SEPTEMBER 1, 2024

Instead, it means that lawyers will spend more of their time on activities that require their expertise rather than tedious tasks that can be automated. Creates a better client experience when they interact with automated processes. This step is critical in laying the groundwork for legal automation.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

AUGUST 1, 2023

As a result, they may struggle with a lack of access to information and suffer from social isolation and distractions. All employees, including remote ones, need to blow off steam, share information about special events, and discuss something besides work with their colleagues to forge bonds and strengthen relationships.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

NOVEMBER 3, 2022

The software enables you to keep the items needed for each case in one central location, including everything from contact information to legal documents to time and billing information. . Automated text messages and emails to leads after they call you . Document automation . Project management .

Lawyer 40

Lawyer Time-tracking Billing software Practice management 40

Legal Tech Monitor

OCTOBER 23, 2023

The book provides an overview of key technologies transforming the legal industry like automation, AI, blockchain, document automation, CLM, and more. Carlisle appreciated being able to consolidate information on contract lifecycle management. Levy pointed to document automation and AI.

Legal tech 52

Legal tech Legal tech Document automation Hearing 52

Lawmatics

AUGUST 8, 2023

She suggests that legal professionals have an ethical duty to learn about and make informed decisions about these technologies, mirroring a historical pattern of initial resistance followed by eventual acceptance in the legal field. At the same time, Gideon streamlines client intake and document automation for a more effective process.

Client Intake 52

Client Intake Legal research Machine learning Court 52

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. Document management tools then help you safely store and access those documents. Clio’s Mobile App.

Lawyer 98

Lawyer Client Intake e-filing e-discovery 98

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. Document automation technology employs logic to combine preexisting text, user input, and data to create new documents. Legal workflows.

Law firm 52

Law firm Document automation Law Law 52

Lawmatics

DECEMBER 14, 2023

This rapidly expanding market includes the following: Practice Management Software: Solutions for centralizing client data, calendars, tracking deadlines, documents, tasks, and details for legal matters in one platform. Document Automation: Tools that generate customized legal documents like contracts, briefs, and forms from templates.

Legal tech 59

Legal tech Legal tech Document automation Dispute resolution 59

Lawmatics

JANUARY 9, 2024

As initial legal AI tools emerge focused on functions like contract analytics and workflow support, nearly 40% envision meaningful process automation opportunities – though uncertainty persists over how quickly evolving AI will transform daily operations. By leveraging these tools to work smarter, firms gain productivity and reduce overhead.

Analytics 52

Analytics Client Intake Time-tracking Practice management 52