Client Intake Document storage Practice management 
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.
Rocket Matter
NOVEMBER 25, 2024
Advanced Practice Management Systems: The Command Center for Law Firms Modern practice management software is cloud-based with CRM (client relationship management) capabilities. In a competitive legal world, AI is a winner. It helps you work smarter, stay ahead, and deliver the best legal services.
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Clio
AUGUST 28, 2024
Thankfully, using cloud-based legal practice management software like Clio makes it easier than ever for lawyers to work more efficiently and automate routine tasks—no matter where they are. Eager to learn more? Check out our free webinar: Watch How Law Firms Use Clio. But technology can also change how law firms operate.
Rocket Matter
FEBRUARY 18, 2025
You can maximize the productivity and impact of a small team by empowering them with high-performing legal practice management software like Rocket Matter. Practice Management Software Investing in practice management software is crucial for efficiency and compliance.
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 ).
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.
Rocket Matter
FEBRUARY 25, 2025
Falling victim to cybercrimes will not just cost you your reputation and operational efficiency, but you also risk getting penalized for breaching client confidentiality should any sensitive information gets compromised. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.
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