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.

Attorney 116

Attorney Client Intake Time-tracking Practice management 116

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.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

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.

Intellectual Property 98

Intellectual Property Mediator Lawyer Time-tracking 98

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 ).

Lawyer 120

Lawyer Time-tracking Document storage Client Intake 120

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

Rocket Matter

DECEMBER 17, 2024

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.

Law firm 52

Law firm Law Law Legal CRM 52