Client Intake Document automation Practice management 
Above the Law - Technology
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. Winning third place was Fidu , a practice management platform specifically designed to support lawyers providing legal services on a subscription basis.
LawSites
OCTOBER 20, 2022
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 Visalaw.Ai will also be incorporated into the platform.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Law Technology Today
JULY 17, 2023
Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.
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 .
Attorney at Work
APRIL 20, 2022
The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.
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.
Rocket Matter
OCTOBER 24, 2022
Also, consider using email less and implementing legal practice management software. A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . Document automation .
Expert insights. Personalized for you.
334 
Let's personalize your content