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

Clio

Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online. Move to online payment systems Firms can get paid faster and avoid potential mail service disruptions by accepting online payments—a win-win for law firms.

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Preparing Your Firm for Growth with Rocket Matter CRM

Rocket Matter

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. Disconnected systems can lead to inefficiencies and errors.

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Client Intake Software

Lawmatics

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

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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. Bonus : 11.

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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

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.

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Law Firm Management: Key Insights and Strategies for Success

Rocket Matter

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.

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Driving Innovation in Law Firms: Strategies and Considerations

Rocket Matter

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. Establishing naming and filing conventions 3.