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

Rocket Matter

AUGUST 8, 2024

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Every lawyer knows the frustration of outstanding client invoices. This is where a well-crafted lawyer debt collection letter becomes invaluable.

Lawyer 52

Lawyer Practice management e-records Billing software 52

Legal Tech Monitor

MARCH 7, 2023

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.

Client Intake 59

Client Intake Document automation Practice management Case management 59

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

JULY 7, 2023

Many lawyers spend their workdays performing non-billable administrative, financial, or marketing tasks instead of serving clients. 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? Document management.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

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.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

Legodesk

JANUARY 18, 2022

As a lawyer, your role is to give advice, explain your client’s rights, and then represent them in court, ensuring that their cases have the best possible outcome. Your clients don’t just want a comprehensive and systematic investigation of their case; they also want to be kept updated at all times.

Lawyer 52

Lawyer Time-tracking Software Client Intake 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.,

Legal software 52

Legal software Legal software Software Client Intake 52

Rocket Matter

APRIL 25, 2023

If you’re like most lawyers at small or mid-sized firms, you spend a significant portion of your days feeling torn between the billable tasks that pay your salary and the administrative work that makes your billable hours possible. Get free guide How to Master Your Law Firm’s Time and Billing Lawyers have a heavy workload.

Client Intake 52

Client Intake Time-tracking Law Law 52

Rocket Matter

NOVEMBER 3, 2022

Every lawyer needs a comprehensive, agile tech stack to run an efficient legal practice, but with legal tech advancing faster than ever before, it’s easy to get overwhelmed by all the options. (By Case management software assists lawyers and legal professionals in organizing caseloads. Document automation .

Lawyer 40

Lawyer Time-tracking Billing software Practice management 40

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. Here is a round-up of those updates.

Client Intake 62

Client Intake Practice management Document automation Law firm 62

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. Here is a round-up of those updates.

Client Intake 52

Client Intake Practice management Document automation Law firm 52

Rocket Matter

SEPTEMBER 1, 2024

Is legal workflow automation worth it? 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. Enhances communication between the firm’s staff and clients.

Law firm 52

Law firm Time-tracking Law Law 52

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?

Law firm 52

Law firm Client Intake Law Law 52

LawSites

OCTOBER 10, 2022

As part of its Clio Grow product, Clio now offers lawyers the ability to create simple, no-code, one-page websites. Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Clio Now Includes Text Messaging. Effective Oct.

Electronic payment 52

Electronic payment Client Intake Document automation Time-tracking 52

Legal Talk Network

JUNE 28, 2022

Here’s just a snapshot of some of the different types of legal tech your law practice can choose from: Accounting Billing / Accounts Receivable (AR) Client Intake / Client Relationship Management (CRM) Document Automation Legal Research Payment Processing Practice Management Records Management. Conclusion.

Law firm 52

Law firm Law Law Client Intake 52

Lawmatics

APRIL 13, 2023

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! In this guide, we'll explore the answers to questions like: How does marketing automation work? What is the main purpose of marketing automation?

Document automation 52

Document automation Time-tracking Law firm Software 52

Centerbase

FEBRUARY 15, 2023

Are you trying to lower the time that lawyers spend on intake? How will legal technology help your lawyers and staff handle workloads? How can the tool help your lawyers offload non-billable tasks? How long does it take your lawyers and staff to complete these tasks? Convenience and automation.

Legal tech 52

Legal tech Legal tech Law firm Time-tracking 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

NOVEMBER 21, 2022

Two out of three companies find the process of implementing marketing automation to be difficult. . But with the right software and support, marketing automation is a surprisingly easy way to enhance your law firm’s workflows and overall growth. Client intake forms . Automated workflows and reporting .

Law firm 52

Law firm Time-tracking Client Intake Law 52

MatterSuite

NOVEMBER 28, 2022

Outsource Work Overheads are many when it comes to managing loads of tasks, cases, clients, and other duties. But legal outsourcing work can reduce not just the overheads but also can act as a great benefit point in saving time for lawyers. Schedule Tasks Lawyers are often swamped with cases and obligations.

Time-tracking 52

Time-tracking Legal outsourcing Client Intake Compliance 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.

Practice management 98

Practice management Workers Compensation Software Client Intake 98

Clio

JANUARY 30, 2024

What are the top tools for lawyers in 2024? From the rise of generative artificial intelligence (AI) tools to cloud-based options that allow lawyers to operate more efficiently while working remotely, many firms are adopting more technology right now. What tools do lawyers use?

Lawyer 75

Lawyer Client Intake e-filing e-discovery 75

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.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

Rocket Matter

DECEMBER 26, 2023

Artificial Intelligence that works for you If you had a nickel for every time someone talked about AI… well, you wouldn’t have to work ever again. ChatGPT was released to the public at the end of 2022, but it took the business world by storm in 2023. Understandably, many lawyers are cautious about ChatGPT and other AI tools.

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

OCTOBER 24, 2022

While many lawyers love to brag about how much they can do at once, multitasking does more harm than good. . Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Lawmatics

AUGUST 8, 2023

And we’ve already seen bad lawyering play out with ChatGPT , as some legal professionals have relied heavily on ChatGPT for legal research without verifying the accuracy of the information provided, leading to sanctions. CoCounsel, a product of OpenAI and Casetext collaboration, is a reliable legal assistant tailor-made for lawyers' needs.

Client Intake 52

Client Intake Legal research Machine learning Court 52

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

Legal tech 52

Legal tech Legal tech Document automation Hearing 52

Lawmatics

DECEMBER 5, 2023

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. Lawmatics is widely considered the #1 automation platform for law firms.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Lawmatics

JULY 11, 2023

Legal case management software performs numerous functions for lawyers and law firms, such as: Track time. Legal time-tracking software allows lawyers to capture more billable hours. Streamline intake. Document management. Lawyers want to spend their time practicing law, not marketing to prospective clients.

Software 40

Software Time-tracking Client Intake Legal software 40

Rocket Matter

MAY 23, 2023

Here are four ways your law firm can use automated workflows to increase profit. Time tracking saves time and money Every single lawyer needs to track time for billable hours. But manually tracking time can lead to more work than you need when it comes to creating and reviewing client invoices.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Lawmatics

AUGUST 1, 2023

When a firm with remote employees utilizes legal document automation software , it can turn template documents into intelligent, automated workflows in one easily accessible space. Any timeslot with an existing calendar event will be blocked off, and clients will only see the available time slots.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

APRIL 6, 2023

On average, lawyers perform just two-and-a-half hours of billable work in an average eight-hour workday. Many lawyers waste time performing non-billable administrative, financial, or marketing tasks instead of working on their cases. How can busy lawyers serve their current clients and keep new ones coming in?

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 Intellectual Property 59

Lawmatics

JANUARY 9, 2024

2 AI-Enabled Technology: Promise Amid Uncertainty Fewer than 15% of small firm lawyers view rapidly developing AI as an imminent threat to traditional legal roles. The strategic adoption of legal tech is changing the legal field by automating routine tasks, providing data-driven insights, and enhancing client experience.

Analytics 52

Analytics Client Intake Practice management Time-tracking 52