Remove Client Intake Remove Document automation Remove Legal CRM
article thumbnail

How Law Ruler Streamlines Client Intake Forms

Attorney at Work

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Easier Intake For Prospects — and Your Whole Team.

article thumbnail

How to Make Your Law Firm More Efficient in 2023  

Rocket Matter

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. . Legal billing . Legal trust accounting . Document automation .

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Top Tech Trends of 2023 (and How You Can Use Them in 2024)

Rocket Matter

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?

article thumbnail

How Will Technology Change in the Future for Lawyers?

Lawmatics

Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. Marketing automation software: Marketing automation helps busy lawyers with multiple cases find time to generate leads and efficiently market their law firms while focusing on their client’s cases.

Lawyer 52
article thumbnail

What is a Legal Tech Platform?

Lawmatics

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. Client intake. Marketing automation. What is the Best Legal Tech Software? Text messaging.

article thumbnail

What Legal Services Can be Automated?

Lawmatics

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

article thumbnail

Driving Innovation in Law Firms: Strategies and Considerations

Rocket Matter

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. Establishing naming and filing conventions 3. Choosing an online storage provider 4.