Remove Client Intake Remove Document automation Remove Lawyer
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Here Are the Winners Of ABA TECHSHOW Startup Alley

Above the Law - Technology

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

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The Only Client Intake Checklist You’ll Ever Need

Attorney at Work

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. Don’t panic!

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Immigration Law Firm and Fastcase Partner to Create Case Management and Document Automation System

LawSites

have entered into a collaboration agreement with the legal technology and publishing company Fastcase to develop what they say will be a state-of-the-art immigration case management and document automation platform. Automations developed by Visalaw.Ai In addition to providing NextChapter with materials from the book, Visalaw.ai

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Chatbots for Lawyers

Clio

Being a lawyer isn’t easy. From intaking new clients to juggling open legal cases and keeping up with administrative work, being a great lawyer requires careful management, patience, and dedication. The great news is: Chatbots for lawyers can help with all aspects of a lawyer’s day-to-day.

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Optimizing Client Intake: 9 Essential Steps for Law Firms

Law Technology Today

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Checklists in Clio Grow create a standardized intake process so it is easy for anyone to provide a consistent experience for clients.

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12 Realistic New Year’s Resolutions for Lawyers

Clio

New Year’s resolutions for lawyers can be even more challenging—balancing legal career-related goals and personal ones is no easy feat. However, having a few realistic resolutions can make a big personal and professional difference for lawyers. Below are 12 realistic New Year’s resolutions for lawyers (that’s one a month!)

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CRM Platform Lawmatics Expands with Time and Billing Features; Adds E-Payments through Gravity Legal

LawSites

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.