Clio

MARCH 25, 2025

Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. Clio Grow pairs with Manage, automating your client intake process. Bonus : 11.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Lawyerist

OCTOBER 25, 2024

PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more. Tabs3 CRM Law firms are quickly learning the value of thorough referral and lead tracking with customer relationship management (CRM) software.

Time-tracking 64

Time-tracking Practice management Client Intake Software 64

MatterSuite

MAY 26, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

Client Intake 52

Client Intake Attorney Legal advice Document management 52

Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

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.

Time-tracking 52

Time-tracking Client Intake Law Law 52

LawSites

MAY 9, 2022

LollyLaw, which was recently acquired by law practice management company Paradigm , is designed to allow immigration lawyers to effortlessly manage all major functions of their practice through a single, intuitive platform.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

LawSites

FEBRUARY 21, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Paralegal 105

Paralegal Client Intake e-filing Document management 105

Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm.

Law firm 52

Law firm Time-tracking Law Law 52

Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

Case management 96

Case management Client Intake Time-tracking Attorney 96

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

Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. This may involve automatically populating client information into case management systems or other databases.

Software 52

Software Client Intake Document management Billing software 52

Rocket Matter

DECEMBER 17, 2024

These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Streamline Document Management Manual document management can be a time-consuming drain on resources.

Law firm 52

Law firm Law Law Legal CRM 52

Lawmatics

DECEMBER 5, 2023

The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows. Client intake.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

Law firm 52

Law firm Time-tracking Law Law 52

LawSites

MAY 9, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors.

Client Intake 64

Client Intake e-records Legal tech Legal tech 64

LawSites

APRIL 4, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 64

Client Intake Practice management Document management Software 64

Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

Law firm 52

Law firm Time-tracking Law Law 52

LawSites

MAY 2, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 59

Client Intake Contract management Document management Software 59

LawSites

APRIL 10, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 59

Client Intake e-records Analytics Document automation 59

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

Lawmatics

FEBRUARY 13, 2024

Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents. The post How Will Technology Change in the Future for Lawyers?

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

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.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

Legal Tech Monitor

APRIL 25, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake Legal research Document management Practice management 52

Legal Tech Monitor

MAY 2, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake Contract management Document management Software 52

Legal Tech Monitor

APRIL 10, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake e-records Analytics Document automation 52

Percipient

JANUARY 20, 2025

For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. Many offer integrations with tools like document management systems or case management software so they fit seamlessly into your workflow. Not really.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

LawSites

MARCH 21, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 59

Client Intake Law Law Document management 59

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Legal Tech Monitor

MARCH 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 52

Client Intake Practice management Document management Law firm 52

LawSites

FEBRUARY 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Law firm 52

Law firm Document automation Client Intake Document management 52

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. Legal workflows.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Legal Tech Monitor

APRIL 1, 2023

For client intake, your written procedures might cover how to have a meeting with the client and how best to get information from them. For the firm’s case management, SOPs might tell people what to do when opening a new matter. For the firm’s case management, SOPs might tell people what to do when opening a new matter.

Lawyer 59

Lawyer Client Intake Time-tracking Document management 59

Legal Tech Monitor

MAY 9, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors.

Client Intake 52

Client Intake e-records Legal tech Legal tech 52

Legal Tech Monitor

APRIL 4, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake Practice management Document management Software 52

Legal Tech Monitor

MARCH 15, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 52

Client Intake Law Law Document management 52

LawSites

FEBRUARY 9, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake Paralegal Document management Court 52