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.

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Legal Talk Network

JUNE 28, 2022

Choosing which legal software systems to use in your law practice is a big decision. Do you need to be able to access the software both in-office and remotely? Of course, not every law office needs every kind of software. While there are many tech options available to law firms, not every law office needs every kind of software.

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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 is an intuitive legal task management software that’s capable of serving individuals and teams alike.

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LawSites

MAY 15, 2024

Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult.

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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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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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Rocket Matter

OCTOBER 24, 2022

Instead, implement time-tracking software that can run multiple timers at once. Plus, if you track time with software, you can use reporting tools to assess which tasks are taking you the longest. Also, consider using email less and implementing legal practice management software. Document automation .

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Clio

JANUARY 15, 2024

Prepare for client intake before you meet your next client If you have yet to set up an automated client intake system, 2024 is the year to do it. A streamlined client intake system will save you time and eliminate the added potential for human error that comes with manual data entry.

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Percipient

JANUARY 20, 2025

Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. What is the best legal AI software?

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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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Clio

MARCH 8, 2024

Time is a lawyer’s most valuable resource, so investing dollars into software puts more time back in your day, opening up opportunities to spend that time on billable work or broader improvement projects for your firm. Does only one person truly know and understand your current software system? How easy is your current process?

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Rocket Matter

FEBRUARY 25, 2025

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. Provide regular training that helps your team members stay up-to-date with new software and cybersecurity best practices.

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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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Rocket Matter

SEPTEMBER 14, 2022

Automating tasks can take the pressure off your schedule and help you concentrate on your most pressing responsibilities. Instead of spending time on busywork or billing, you can let specialized software take care of it for you. Here are six different ways to automate your criminal defense practice.

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Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. What Does Legal Software Do? Automate routine tasks.

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NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

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NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

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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. Current and potential clients can book an appointment with legal calendaring 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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Rocket Matter

DECEMBER 26, 2023

For firms looking to harness generative AI, minus the security risk, legal software with built-in AI integrations is a good solution. This software can deliver the benefits of AI tools without added security risks: streamlined operations and protection from liability. Download free guide 2. Check. Legal CRM? Check. eSignature?

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Lawmatics

FEBRUARY 13, 2024

After all, from the onset of technology in the workplace to the popularity of the internet, social media, legal software, and working remotely, lawyers have always adjusted to new technologies to remain relevant. What software do lawyers use today? How will technology affect lawyers in the future?

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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. Kelley Castell, ProfitSolv.

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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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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. Yes, legal tech isn't just growing—it's booming.

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Lawmatics

JULY 7, 2023

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? One way is through law firm automation. What Does Automation Mean in Law? Document creation. Document management. Time and expense tracking.

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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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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. Matter stages.

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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.

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Clio

MARCH 17, 2025

Missed efficiency gains: Without automation and cloud-based software let alone AIthese firms miss out on the productivity benefits that could streamline their operations. This results in longer working hours, higher administrative costs, and lower utilization rates, as less time is spent on billable work.

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Lawmatics

APRIL 6, 2023

How can busy lawyers serve their current clients and keep new ones coming in? By utilizing law firm marketing automation. What is Legal Automation? Legal automation involves using software to automate the manual or routine tasks that many lawyers perform as part of their jobs. Can Automation Replace Lawyers?

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Rocket Matter

APRIL 25, 2023

It can sometimes feel like a lose-lose situation: doing those tasks cuts into your productivity, but not doing them also interrupts your workflows and can ruin the client experience. But with automation, you can turn the situation into a win-win in record time.

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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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Rocket Matter

NOVEMBER 21, 2022

Automation can play an important role in making your law firm’s operations more streamlined and less hands-on, but for many businesses, “automation” may sound like an intimidating, complex topic, one that’s too tech-y to touch. . And when it comes to marketing automation? That’s where the automation software comes in.

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Lawmatics

JULY 13, 2023

Imagine this: instead of manually collecting and processing client information, your firm can implement automation software. Setting up online forms or questionnaires on your website, potential clients can easily provide essential details. What Is Marketing Automation?

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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. Matter stages.

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Rocket Matter

MAY 23, 2023

With automation, after a one-time setup, your software would complete these tasks for you on an ongoing basis. Here are four ways your law firm can use automated workflows to increase profit. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things.

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Lawmatics

APRIL 13, 2023

What is the main purpose of marketing automation? What are marketing automation benefits? What is Marketing Automation and How Does It Work? However, the marketing must get done somehow as it is critical for attracting new clients and keeping up with the competition.

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