Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 109

Attorney Client Intake Time-tracking Practice management 109

Clio

FEBRUARY 2, 2023

For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Handling everything from intake to billing in one software boosts productivity and eliminates errors, making life as simple as possible for law firms.

Software 52

Software Time-tracking Client Intake e-filing 52

Clio

JULY 9, 2024

E-filing is the digital procedure by which legal professionals electronically submit case documents to courts, replacing traditional paper-based filing systems, streamlining the process, reducing costs, and allowing for faster updates on filing status.

e-filing 52

e-filing e-records Time-tracking Court 52

Clio

AUGUST 28, 2024

70% of lawyers use web-based software solutions like Clio practice management software to help with client intake, invoicing, building, document storage, and more. But technology can also change how law firms operate.

Intellectual Property 98

Intellectual Property Mediator Lawyer Time-tracking 98

Rocket Matter

AUGUST 22, 2024

Reduced Costs Adopting eSignatures can lead to significant cost savings for law firms by eliminating the need for printing, postage, and courier fees associated with traditional document handling. Additionally, by reducing paper usage, eSignatures can help law firms save space on document storage.

Lawyer 52

Lawyer e-records Law firm Compliance 52

Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ). Collaboration tools work for firms of any size.

Lawyer 112

Lawyer Time-tracking Document storage Client Intake 112

Clio

JANUARY 30, 2024

Look for online file storage tools that are cloud-based, secure , and easy to use. Dropbox —one of the world’s most popular document storage apps—is likely your first option for online file storage. However, some states require wet signatures for documents like wills.

Lawyer 97

Lawyer Client Intake e-filing e-discovery 97