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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Client Intake Document automation Software Law firm 65

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

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? Have you embraced workflow automation yet?

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Law firm Client Intake Criminal Defense Time-tracking 52

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. But chatbots for lawyers can help create even better client-centered experiences for potential new clients with automated, instant responses.

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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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Rocket Matter

OCTOBER 24, 2022

The client experience is also affected. By creating efficient processes, you can increase satisfaction in your law firm. Your attorneys and legal staff will be able to spend more time on what matters, like project work and client matters—and less on busy work. . Document automation . Do: Identify pain points .

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Law firm Time-tracking Client Intake Billing software 97

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.

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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

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. Don’t have your own website?

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Lawyer Client Intake Time-tracking Law firm 84

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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Legal tech Legal tech Client Intake Time-tracking 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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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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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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Client Intake e-records Analytics Document automation 59

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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Client Intake Electronic payment Time-tracking Practice management 98

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. The guests offered advice to law students and lawyers looking to learn about and leverage legal tech. Levy pointed to document automation and AI.

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Legal tech Legal tech Document automation Hearing 147

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. If you maximize your performance at each touchpoint, you’re more likely to end up with a happy client and a healthy relationship.

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Client Intake Time-tracking Law Law 52

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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Client Intake e-records Analytics Document automation 52

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. Automation is transforming the law profession.

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Time-tracking Client Intake Document automation Software 52

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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Criminal Defense Client Intake Document automation Time-tracking 52

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. How Do You Know What to Automate in Your Law Firm?

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Law firm Time-tracking Law Law 52

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. Selecting the Right Type of Law Office Technology.

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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. . Set clear goals .

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Law firm Time-tracking Client Intake Law 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. 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

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. What is an engagement letter?

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Law firm Client Intake Law Law 52

Centerbase

FEBRUARY 15, 2023

Law firms across the country are buzzing, and it feels suspiciously like 2008. Weathering the storm will be challenging, but the law firms that come out strongest on the other side will be the ones that have figured out how to optimize their performance as part of their recession-proofing strategy.

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Clio

MARCH 8, 2024

In the world of law, tradition often reigns supreme. 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. Is your staff dealing with crashes, bugs, or an unreliable service?

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Legal software Legal software Software Client Intake 52

LawSites

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows.

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Client Intake Practice management Document automation Law firm 69

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

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!

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Software Time-tracking Client Intake Legal software 40

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. Teams chat?

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Law firm Time-tracking Law Law 52

Legal Tech Monitor

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows.

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Client Intake Practice management Document automation Law firm 52

Lawmatics

AUGUST 8, 2023

Many law firms have already adopted tools to fortify their expertise. Generative AI is an efficient team player, assisting with everything from drafting legal documents to conducting comprehensive research. Many AI applications are already being put to work in daily law firm operations. is from the New York State Court.

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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. Lawmatics is a specialized marketing automation platform designed explicitly for law firms.

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Time-tracking Analytics Document automation Law firm 52

Lawmatics

APRIL 13, 2023

Successful marketing is critical to attract new leads and remain profitable, but many law firms don’t have the time or the resources to create a dedicated marketing campaign. After all, most lawyers already have too much on their plate to focus on obtaining new clients – they’re usually knee-deep in managing the clients they already have!

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Document automation Time-tracking Law firm Software 52

Rocket Matter

APRIL 4, 2023

If you find yourself spending more time on administrative tasks than on nurturing client relationships, it may be time to test out the “lean” business methodology. What is “lean” law methodology? The transformation into a lean law firm doesn’t happen overnight. But how does that happen?

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Time-tracking Practice management Document automation Software 52

LawSites

OCTOBER 10, 2022

Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Newton told me that the sites are intended for individual lawyers only, not as a full law firm site. Clio has also changed the way payment processing fees are deducted.

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Electronic payment Client Intake Document automation Time-tracking 52

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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