Remove Client Intake Remove Document management Remove Software
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The Only Client Intake Checklist You’ll Ever Need

Attorney at Work

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. Use E-signature Software.

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On LawNext Podcast: As He Steps Down As Dean, Gordon Smith Reflects On His Mission To Make BYU Law ‘One Of The Most Innovative Law Schools in the Country’

Above the Law - Technology

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

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On LawNext Podcast: The Four Founders of vLex and Fastcase on the Merger Of Their Two Companies

Above the Law - Technology

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.

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Canada Post Strike 2024: How Law Firms Can Navigate Postal Strikes

Clio

The best way to reduce reliance on traditional mail services is to adopt various technological solutions that streamline communication, document delivery, and client management. Adopt secure client portals Leveraging client portals can help law firms stay in touch with clients without relying on traditional mail methods.

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On LawNext Podcast: A Closer Look At Smokeball, with Chief Revenue Officer Jane Oxley and President Ruchie Chadha

Above the Law - Technology

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

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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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Tabs3 Cloud Integrates PracticeMaster with Billing and Accounting

Lawyerist

For this growing audience, they created Tabs3 Cloud, a complete cloud billing, accounting, and practice management solution. And, understandably, the heart of their message speaks to the betterment of existing strengths: “100% Tabs3 Software in the cloud.” Tabs3 Billing This tool sets the standard for legal time and billing software.