Rocket Matter

NOVEMBER 22, 2022

Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Streamlined client intake benefits more than your clients, though. The solution: logic-based intake forms and document automation .

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LawSites

SEPTEMBER 27, 2021

On this episode of How It Works : Woodpecker , AI-enabled legal document automation for solo and small firms. Melehy and his team of engineers and attorneys say they believe that generating accurate legal documents should not be something that consumes the resources of small law firms.

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LawSites

MAY 15, 2024

Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult.

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LawSites

MARCH 1, 2022

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.

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Clio

SEPTEMBER 18, 2024

Chatbots for lawyers are a time-saving automation tool that’s hosted on a law firm website and available 24/7. Having legal live chat is becoming increasingly common for law firms. Here are a few other benefits that chatbots bring to your law firm. What are chatbots for lawyers?

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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. Firms are under constant pressure to optimize their workflows, reduce manual errors, and maximize billable hours. Well, it depends.

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Rocket Matter

DECEMBER 17, 2024

While they will continue to serve lawyers and law firms, modern clients demand innovation. Law firm innovation must become a foundational part of your business strategy if you want to thrive in the legal environment of tomorrow. Staying Ahead: Why Innovation Is Crucial for Law Firms There were over 1.33

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LawSites

FEBRUARY 7, 2023

Last week, Documate , the no-code document automation platform, rebranded as Gavel , a move designed to better reflect the company’s mission to become the platform of choice for legal professionals and legal organizations wanting to “productize” the delivery of legal services by packaging services as online legal products.

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Law firm Document automation Client Intake Document management 52

Clio

JANUARY 15, 2024

Also, review our guide to year-end law firm financials to double check that all of your firm’s finances are in order for the new year. Take a client-centered approach to practicing law In the digital age, law firms that focus on their clients first are better positioned to succeed.

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Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. New innovations in legal tech have become the great equalizer for many law firms, helping them output that’s competitive with other, larger law firms. Of course, not every law office needs every kind of software.

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Rocket Matter

NOVEMBER 21, 2022

Automation. It’s also for running—and growing—your law firm. . Automation can play an important role in making your law firm’s operations more streamlined and less hands-on, but for many businesses, “automation” may sound like an intimidating, complex topic, one that’s too tech-y to touch. .

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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.

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Client Intake Document automation Software Law firm 40

Rocket Matter

SEPTEMBER 1, 2024

This is a question many people practicing law strive to answer. The truth is, law firm automation can significantly reduce the time lawyers spend on non-billable work. In fact, McKinsey Global estimates that 23% of a lawyer’s job can be automated with existing technology.

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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.

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Centerbase

FEBRUARY 15, 2023

Law firms across the country are buzzing, and it feels suspiciously like 2008. Many firms are looking to optimize their operations and hunker down in anticipation of lean times. Return on investment (ROI) is one of the most important performance metrics that your law firm tracks.

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Legal Tech Monitor

MARCH 7, 2023

This year, the first-place winner was Universal Migrator , a tool for transferring law firm data from one practice management application to another. In his pitch, founder Tony Valenti told the audience that Universal Migrator supports migrations between more than 60 applications. It can also support upgrades and consolidations.

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Clio

JUNE 21, 2023

A strong engagement letter gives clients clear boundaries of what they can expect while also protecting the business from misunderstandings—especially when it comes to lawyers and their clients. Running a client-centered law firm means prioritizing your clients and their experiences.

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Rocket Matter

DECEMBER 26, 2023

But when used responsibly, AI has the power to transform workflows in any type of business, especially law firms that want to maximize their productivity and billable hours. Document automation Accurate documents are critical to client case matters. Download free guide 2. Check. Legal CRM?

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Document automation Time-tracking Client Intake Legal CRM 52

Lawmatics

FEBRUARY 13, 2024

Here are some common types of software used by lawyers today: Client intake software: Legal client intake software streamlines the process of attracting leads, following up with them, engaging them, setting up a consultation, and ultimately securing and onboarding them as paying clients.

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Rocket Matter

NOVEMBER 19, 2024

Get free e-book Starting your own law firm is a huge step—and, let’s be honest, it can feel a bit overwhelming. Whether you’re fresh out of law school or leaving a big firm to go solo, there’s a lot to figure out. So, what’s involved in how to start a law firm? Is it the right move for you?

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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. They also recall some of their greatest successes and worst mistakes over the years as founders, and offer their predictions for the future of Fastcase.

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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.

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Lawmatics

AUGUST 1, 2023

In the wake of the COVID-19 pandemic, many law firms transitioned to a remote work setup to keep their operations running while keeping their employees safe. Remote Work Now the Norm For many law firms, remote working is no longer something new, and most have the ability to allow employees to work virtually.

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Lawmatics

JULY 7, 2023

So how can busy lawyers keep their offices running, serve their current clients and keep new ones coming in – without sacrificing quality and work-life balance? One way is through law firm automation. What Does Automation Mean in Law? Document execution. Document management. Legal workflows.

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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. Clio for Clients now available in Spanish. Clio has updated its mobile app with new functionality in case management, document uploading, and billing.

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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.

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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.

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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. They also recall some of their greatest successes and worst mistakes over the years as founders, and offer their predictions for the future of Fastcase.

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LawSites

JUNE 13, 2022

Jack Newton is the founder and CEO of the legal technology company Clio , whose products include Clio Manage for practice management and Clio Grow for CRM and client intake. Last year, it acquired two additional products, Lawyaw for document automation and Calendar Rules for court calendaring.

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Rocket Matter

APRIL 25, 2023

What is the client lifecycle? Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. It can also simplify the off-boarding process and make getting client feedback or testimonials easy for everyone involved.

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Rocket Matter

MAY 23, 2023

For law firms, manual administrative tasks are a big blow for billable hours and potential profit. Manual admin tasks don’t just cut directly into billable hours. With automation, after a one-time setup, your software would complete these tasks for you on an ongoing basis.

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Time-tracking Document automation Client Intake Law firm 52

Clio

MARCH 8, 2024

Today, more than ever, law firms face increased pressure to adapt and modernize to stay competitive due to the amount of tools out there that are making it easier for lawyers to reach more clients. Client expectations are also increasing with technology making online payments, online meetings, etc.,

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Lawmatics

JULY 13, 2023

Marketing automation makes your life easier, saves time, and ensures that potential clients receive the attention they deserve. It's a powerful tool that brings your law firm's marketing efforts to life in a tangible and efficient way.

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Time-tracking Analytics Document automation Law firm 52

Percipient

JANUARY 20, 2025

Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. Its a lifesaver for law firms or teams dealing with tons of paperwork. Are Law Firms Keeping Up With AI Technology? So, why the slow adoption?

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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. They also recall some of their greatest successes and worst mistakes over the years as founders, and offer their predictions for the future of Fastcase.

Client Intake 40

Client Intake e-records Analytics Document automation 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. Clio for Clients now available in Spanish. Clio has updated its mobile app with new functionality in case management, document uploading, and billing.

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Practice management Client Intake 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.

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