Remove Client Intake Remove Document management Remove Estate planning
article thumbnail

4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.

article thumbnail

Intake Process Template

Lawmatics

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.

professionals

Sign Up for our Newsletter

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

article thumbnail

Five Legal Technology Trends of Note From the TechnoLawyer Top Products Awards of 2021

Attorney at Work

Web apps have come a long way since then but when working with Word documents and other files, desktop apps still have significant advantages because they can leverage technologies in the underlying operating system. DocMoto is a document management system (DMS) built for law firms.

article thumbnail

Eight Legal Software Solutions for Eight Fields of Law

Attorney at Work

When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. Field of law: Estates and trusts. These are the promised benefits of legal tech. Field of law: Employment.