Client Intake Document management Paralegal 
LawSites
FEBRUARY 21, 2023
Kathryn Tewson was a little-known paralegal when, on Jan. Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. 24, she was suddenly thrust into the spotlight.
Centerbase
MARCH 31, 2025
Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. The more convenient and reassuring you make the communication process, the more likely you are to gain loyal, long-term clients.
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Percipient
JANUARY 20, 2025
For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. Will AI replace paralegals? AI isnt likely to replace paralegals entirely. Each tool excels in its area, so its important to pick one that aligns with your firm’s priorities. Not really.
LawNext podcast
FEBRUARY 21, 2023
Kathryn Tewson was a little-known paralegal when, on Jan. Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. 24, she was suddenly thrust into the spotlight.
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.
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.
Rocket Matter
FEBRUARY 18, 2025
Paralegals, legal assistants, and administrative staff are among the employees you may need. You can maximize the productivity and impact of a small team by empowering them with high-performing legal practice management software like Rocket Matter. Strive to keep your staff limited early on.
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