Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors.

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Lawyer Time-tracking Client Intake e-discovery 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.

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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.

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Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. For example, law firms can benefit from automation in the following key areas: 1.

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Time-tracking Client Intake Law Law 52

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 .

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Law firm Time-tracking Client Intake Billing software 97

Clio

JANUARY 15, 2024

Clear communication, thoughtful processes, and consideration for the entire client journey makes for happier clients, more referrals, and more pleasant client interactions overall. Investing in legal practice management (LPM) technology can also help your client relations.

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Lawyer Client Intake Time-tracking Law firm 98

Clio

MARCH 17, 2025

Optimize your core systems: If youre currently using outdated manual systems, transitioning to cloud-based legal practice management is a crucial first step. Lack of integration with core legal workflows: Using standalone AI tools that dont sync with their practice management system leads to duplicate work.

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Law firm Legal AI Time-tracking Law 52

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. Lambert prompted the guests to identify low-hanging fruit legal technologies those new to practice should focus on. Levy pointed to document automation and AI.

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LawSites

JUNE 13, 2022

In light of that, I reached out to CEOs and executives at several practice management companies for their thoughts on the deal — including on how it may impact their partnerships with LawPay going forward. Last year, it acquired two additional products, Lawyaw for document automation and Calendar Rules for court calendaring.

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Practice management Workers Compensation Software Client Intake 98

Rocket Matter

DECEMBER 17, 2024

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.

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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. Winning third place was Fidu , a practice management platform specifically designed to support lawyers providing legal services on a subscription basis.

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Client Intake Document automation Practice management Case management 59

LawSites

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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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? Some workflow automation is better than none, right?

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Law firm Client Intake Criminal Defense Time-tracking 52

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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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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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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Practice management Client Intake Document automation Law firm 69

Rocket Matter

DECEMBER 26, 2023

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? Check. File-sharing?

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Document automation Time-tracking Client Intake Legal CRM 52

Legal Tech Monitor

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Lawmatics

DECEMBER 14, 2023

The use of tech in law firms has increased from advances in AI-powered solutions to the proliferation of practice-specific tools like contract lifecycle management tools or practice management software to operational tools like CRMs and billing software. What are the Benefits of Technology in the Legal Field?

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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

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. Client intake. Lawmatics is widely considered the #1 automation platform for law firms.

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Lawmatics

JULY 7, 2023

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

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Rocket Matter

FEBRUARY 25, 2025

Law firms will greatly benefit from technologies offering the following features: Legal Case Management: A comprehensive system designed to improve the way you organize cases should centralize case information, time tracking, and document storage.

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Rocket Matter

MAY 23, 2023

Automation workflows are typically part of your firm’s practice management software , which is designed to help law firms operate more efficiently. Let’s be clear, though. Automation is not a way to replace all administrative staff with computers, and it isn’t a magic wand that can fix all your problems at once.

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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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Practice management Client Intake Document automation Law firm 52

Rocket Matter

APRIL 4, 2023

Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software.

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LawNext podcast

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Lawmatics

APRIL 6, 2023

Automation helps legal teams and law firms to string together various manual processes, such as client intake , to make everyday workflows more scalable. In addition, it saves money by reducing the costs of creating and storing documents. Legal workflows. Time and expense tracking. But how exactly does it work?

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Law firm Document automation Law Law 52

Lawmatics

JANUARY 9, 2024

As initial legal AI tools emerge focused on functions like contract analytics and workflow support, nearly 40% envision meaningful process automation opportunities – though uncertainty persists over how quickly evolving AI will transform daily operations. What Is the Most Used Legal Technology?

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Rocket Matter

APRIL 25, 2023

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. Download free guide 2.

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Rocket Matter

SEPTEMBER 1, 2024

Research Legal Workflow Software Next, research the various legal workflow automation software available that could ease the administrative burden in different areas of your practice. Whether it’s client intake, document management, or billing, there are numerous solutions designed to help law firms operate more efficiently.

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Rocket Matter

NOVEMBER 19, 2024

Attending local and state conferences or networking events can lead to referrals and new client opportunities, promoting your firm and expanding your network. Invest in Practice Management Software Once you've got the legal setup squared away, it’s time to focus on running your firm efficiently.

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Lawmatics

JULY 13, 2023

Here are 7 marketing automation examples that law firms can use marketing automation in their practice: 1 Automated Intake Process Streamline the client intake process by automating lead capture, qualification, and follow-up.

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Time-tracking Analytics Document automation Law firm 52

Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. Client intake forms . what steps do they take before signing on as a client? Automated workflows and reporting . Streamlined client intake forms .

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Law firm Time-tracking Client Intake Law 52

Rocket Matter

AUGUST 8, 2024

Offer clients a convenient way to pay online, reducing manual processing. Document Automation. Create documents with pre-defined templates to streamline document management and save time. Request a demo today and see how Rocket Matter can transform your firm’s financial management.

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Lawmatics

AUGUST 8, 2023

Marketing & Intake On the client interface side, LM[AI] incorporated into Lawmatics provides an all-in-one CRM solution, saving valuable time by generating professional email copy with a single click. At the same time, Gideon streamlines client intake and document automation for a more effective process.

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Rocket Matter

NOVEMBER 3, 2022

Email drip campaigns to stay top-of-mind with previous clients (and score those referrals from happy customers). Customizable intelligent client intake forms that pre-qualify leads . Reporting and analytics tools take the data from your legal practice management software and break it down into variables for you to review.

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