Remove Client Intake Remove Document management Remove Events
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Canada Post Strike 2024: How Law Firms Can Navigate Postal Strikes

Clio

For example, Clio for Clients is a secure digital portal allowing legal clients to communicate and collaborate with their lawyer. Clients can review communications, documents, and calendar events; communicate privately with their lawyer; and view and pay invoices in seconds—all from one place.

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Transforming Client Engagement: How AI is Revolutionizing Your Law Firm’s Efficiency

Colin S. Levy

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. This process, while critical to a successful outcome, can often overwhelm attorneys, particularly those managing numerous cases.

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10 Best Productivity Tools for Lawyers

Clio

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.

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The 5 Stages of an Effective Legal Client Intake Process

MatterSuite

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.

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The 5 Stages of an Effective Legal Client Intake Process

CaseFox

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.

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How to Introduce AI Into Your Law Firm’s Workflow (The Right Way)

Clio

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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4 Common Challenges Law Firm Workflow Management Can Solve

Rocket Matter

On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.