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.

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Client Intake Attorney Legal advice Document management 52

Rocket Matter

DECEMBER 17, 2024

While they will continue to serve lawyers and law firms, modern clients demand innovation. Law firm innovation must become a foundational part of your business strategy if you want to thrive in the legal environment of tomorrow. Staying Ahead: Why Innovation Is Crucial for Law Firms There were over 1.33

Law firm 52

Law firm Law Law Legal CRM 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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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

Clio

SEPTEMBER 25, 2024

Starting a law firm gives lawyers the unique opportunity to take control of their careers, allowing them to choose clients, focus on preferred legal areas, and run their practice the way they want. However, without access to startup capital, many wonder: is it possible to start a law firm with no money?

Law firm 52

Law firm Client Intake 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.

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Case management Client Intake Time-tracking Attorney 96

Colin S. Levy

OCTOBER 29, 2024

Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. Enter AI, specifically large language models (LLMs) and AI agents, which are revolutionizing how law firms handle client intake and case management.

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Client Intake Law Law Attorney 58

Rocket Matter

JANUARY 10, 2023

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. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Get free e-book.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

JULY 25, 2024

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. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm. Running a thriving practice requires a strong foundation in law firm management.

Law firm 52

Law firm Time-tracking Law Law 52

CaseFox

JUNE 21, 2023

The right law firm technology can be the perfect weapon for law firms. With the help of this law firm technology, firms can run more efficiently and manage their workflow seamlessly. From case management to advanced tools that revolutionize law firm operations are part of law firm technology.

Law firm 52

Law firm Billing software Law Law 52

Rocket Matter

OCTOBER 15, 2024

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. Get free e-book When considering how to grow a law firm and the investment in technology that today’s expanding digital landscape needs, statistics put everything into some sort of perspective.

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LawSites

FEBRUARY 7, 2023

Gavel founder and CEO Dorna Moini joins LawNext this week to discuss how her company has evolved from document automation to come to support law firms, courts, legal aid organizations, and even legal tech companies such as Hello Divorce, as they build tools to automate legal services.

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Law firm Document automation Client Intake Document management 52

Rocket Matter

SEPTEMBER 1, 2024

This is a question many people practicing law strive to answer. The truth is, law firm automation can significantly reduce the time lawyers spend on non-billable work. In this guide, we’ll explore the benefits of legal workflow automation and provide practical tips for implementing it in your law firm.

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Law firm Time-tracking Law Law 52

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. How will technology affect lawyers in the future? first appeared on Lawmatics.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 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. Although these systems can help firms resolve specific issues, they generate detached workflows. Client intake. But it must be the right legal tech. Text messaging.

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Legal tech Legal tech Client Intake Time-tracking 52

Clio

JUNE 18, 2024

As the most extensive analysis of the legal industry, the Legal Trends Report compiles essential data on law firm performance and identifies key factors driving changes in legal practice. For lawyers in solo and small firms, we offer specialized insights through our annual Legal Trends for Solo and Small Law Firms report.

Law firm 52

Law firm Law Law Time-tracking 52

Rocket Matter

OCTOBER 23, 2024

Law firm growth happens when you bring in new business and nurture your current client base. However, the daily demands of legal work can often leave little time for maintaining the interactions that generate leads and sustain long-term client relationships. Disconnected systems can lead to inefficiencies and errors.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 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. Nota , the online business banking platform designed specifically for solo and small law firms.

Client Intake 64

Client Intake e-records Legal tech Legal tech 64

LawSites

APRIL 4, 2023

Even for those who are not tech founders, but law firm founders, many of Newton’s lessons apply. Read more about Clio’s products Clio Manage and Clio Grow at the LawNext Legal Technology Directory. For anyone who has founded or is thinking of founding a legal tech startup, this episode is a must-listen.

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Client Intake Practice management Document management Software 64

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.

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Client Intake Criminal Defense Law firm Software 40

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

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. They also recall some of their greatest successes and worst mistakes over the years as founders, and offer their predictions for the future of Fastcase.

Client Intake 59

Client Intake e-records Analytics Document automation 59

Legal Tech Monitor

NOVEMBER 2, 2023

economy, smaller law firms are showing greater optimism about their futures, as evidenced by the face that they are either maintaining or increasing their 2023 budgets across most key categories, according to a survey report released today. Many of these firms are actually investing more in their practices instead of scaling back.”

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Law firm Electronic payment Law Law 52

Clio

MARCH 8, 2024

Today, more than ever, law firms face increased pressure to adapt and modernize to stay competitive due to the amount of tools out there that are making it easier for lawyers to reach more clients. Client expectations are also increasing with technology making online payments, online meetings, etc.,

Legal software 52

Legal software Legal software Software Client Intake 52

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 execution. Billing management. Lead management.

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Time-tracking Client Intake Document automation Software 52

Legal Tech Monitor

MARCH 7, 2023

On this episode of LawNext, we take a closer look at Smokeball , the law practice management company whose roots are in Australia but that is firmly entrenched in the United States. In fact, after Smokeball was founded in 2010, its very first customer was a law firm in Chicago.

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Client Intake Practice management Document management Law firm 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.

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Time-tracking Practice management Client Intake Software 59

Lawmatics

DECEMBER 7, 2023

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. Some platforms may combine several functionalities to offer comprehensive solutions for law firms.

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Legal software Legal software Software Time-tracking 52

Legal Tech Monitor

APRIL 25, 2023

It was major news April 4 when the legal research and technology companies Fastcase and vLex announced their merger, creating a single entity that they say now has the world’s largest subscriber base of lawyers and law firms and a legal research library of more than 1 billion documents from more than 100 countries.

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

The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. They also recall some of their greatest successes and worst mistakes over the years as founders, and offer their predictions for the future of Fastcase.

Client Intake 52

Client Intake e-records Analytics Document automation 52

Centerbase

AUGUST 28, 2024

As the legal landscape becomes more complex and competitive, adopting modern law practice management software is one of the best ways to help your law firm keep up. Legal technology can greatly increase your competitive advantage, make your operations more efficient, and continuously enhance client service.

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Practice management Software Due diligence Legal software 52

Centerbase

MAY 31, 2023

Executive directors and legal administrators play a crucial role in the smooth operations of a law firm. They’re the drivers behind the business of law making sure that nothing slips through the cracks. Why is it hard to recruit new talent to administrative roles in law firms?

Law firm 52

Law firm Document management Client Intake Legal technology 52

Centerbase

AUGUST 7, 2024

Multiple types of productivity software exist to improve law firms’ efficiency with certain tasks, such as client intake, case management, and timekeeping. Yet, many law firms hesitate to adopt legal practice management software that could solve their efficiency woes, underestimating the cost of doing nothing.

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Practice management Software Attorney Time-tracking 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.

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Criminal Defense Client Intake Document automation Time-tracking 52

Legal Tech Monitor

APRIL 1, 2023

Examples of SOPs for different areas of law practice. 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.

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. Nota , the online business banking platform designed specifically for solo and small law firms.

Client Intake 52

Client Intake e-records Legal tech Legal tech 52