Clio

MARCH 25, 2025

Are there certain areas where documents are typically returned or rejected because of mistakes? Are communications with clients or other offices causing bottlenecks? Clio Manage is an intuitive legal task management software that’s capable of serving individuals and teams alike.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Lawmatics

JULY 2, 2024

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? Conflict check.

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Client Intake Software Time-tracking Legal software 40

Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

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Time-tracking Document management Legal CRM Practice management 52

Lawyerist

OCTOBER 25, 2024

PracticeMaster serves as the firm’s one-stop-shop for matter facts, like client intake, conflict checking, document management, and more. Tabs3 CRM Law firms are quickly learning the value of thorough referral and lead tracking with customer relationship management (CRM) software.

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Time-tracking Practice management Client Intake Software 64

Clio

MARCH 7, 2025

To thoroughly assess your firms tech infrastructure and uncover potential gaps, consider these key questions: Are your case files, documents, client communications, and billing records easily accessible across systems? However, AI is most effective when built on a strong foundation of structured, standardized documents.

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Time-tracking Client Intake Law Law 52

MatterSuite

MAY 26, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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Client Intake Attorney Legal advice Document management 52

CaseFox

MAY 18, 2023

In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.

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Client Intake Attorney Legal advice Document management 52

LawSites

MAY 9, 2022

LollyLaw, which was recently acquired by law practice management company Paradigm , is designed to allow immigration lawyers to effortlessly manage all major functions of their practice through a single, intuitive platform.

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Case management Law firm Immigration lawyer Client Intake 98

Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm.

Law firm 52

Law firm Time-tracking Law Law 52

LawSites

FEBRUARY 21, 2023

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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Paralegal Client Intake e-filing Document management 105

LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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Rocket Matter

DECEMBER 17, 2024

Case management and document organization solutions can save time and reduce errors. These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. They help you stay more organized and improve response times.

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Law firm Law Law Legal CRM 52

Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. This may involve automatically populating client information into case management systems or other databases.

Software 52

Software Client Intake Document management Billing software 52

Centerbase

MARCH 31, 2025

Implementing best practices like documenting workflows, creating a solid business plan, prioritizing work-life balance, and ensuring cybersecurity can enhance client satisfaction and support sustainable growth. It often involves secure client portals where documents can be shared and confidential conversations can take place.

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Law firm Time-tracking Law Law 52

Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

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Case management Client Intake Time-tracking Attorney 96

Percipient

JANUARY 20, 2025

Whether its processing massive amounts of legal documents, analyzing data, or drafting basic agreements, Legal AI handles the groundwork so legal practitioners can focus on their expertisegiving advice, building strategies, or solving client problems. What makes it so useful is how accurate and consistent it is.

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Legal tech Legal tech Machine learning e-discovery 52

Rocket Matter

MARCH 26, 2025

Any number of hours unnecessarily spent searching for documents, reconciling conflicting reports , or re-entering data is time kept from resolving the case. Automated workflows ensure that all steps are documented accurately, with the system automatically logging completed tasks to prevent oversight.

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Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

Any number of hours unnecessarily spent searching for documents, reconciling conflicting reports , or re-entering data is time kept from resolving the case. Automated workflows ensure that all steps are documented accurately, with the system automatically logging completed tasks to prevent oversight.

Law firm 52

Law firm Time-tracking Law Law 52

Attorney at Work

JANUARY 27, 2022

When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. These are the promised benefits of legal tech. Field of law: Employment. Headquarters: Eagan, Minn.

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Legal software Legal software Intellectual Property Software 101

Lawmatics

DECEMBER 5, 2023

The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows. Client intake.

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Legal tech Legal tech Client Intake Time-tracking 52

LawSites

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Client Intake e-records Analytics Document automation 59

Lawmatics

FEBRUARY 13, 2024

Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents. Legal professionals deal with vast amounts of information, documents, and data.

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Lawyer Client Intake Time-tracking Document automation 52

LawSites

MAY 9, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors.

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Client Intake e-records Legal tech Legal tech 64

LawSites

APRIL 4, 2023

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.

Client Intake 64

Client Intake Practice management Document management Software 64

LawSites

MAY 2, 2023

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.

Client Intake 59

Client Intake Contract management Document management Software 59

Clio

MARCH 14, 2024

Can—and should—you use e-signatures instead of traditional handwritten signatures on documents in your legal practice? We’ll also offer tips for how e-signatures can help streamline document processes and improve efficiency at your law firm—when used correctly. But are electronic signatures legally binding? What is an e-signature?

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e-records e-filing Client Intake Court 102

Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them. Simplify Client Communication.

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Criminal Defense Client Intake Document automation Time-tracking 52

Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

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Client Intake Criminal Defense Law firm Software 40

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts.

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Legal CRM Law firm Client Intake Law 52

Legal Tech Monitor

APRIL 25, 2023

It was major news April 4 when the legal research and technology companies Fastcase and vLex announced their merger, creating a single entity that they say now has the world’s largest subscriber base of lawyers and law firms and a legal research library of more than 1 billion documents from more than 100 countries.

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Client Intake Legal research Document management Practice management 52

Lawmatics

JULY 7, 2023

Automated scheduling software takes the back and forth out of setting up appointments by enabling clients to schedule their own meetings. Document creation. Automation allows you to merge the data you need from your custom fields and auto-fill directly into boilerplate legal forms to generate documents. Document execution.

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Time-tracking Client Intake Document automation Software 52

Legal Tech Monitor

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

Client Intake 52

Client Intake e-records Analytics Document automation 52

LawSites

FEBRUARY 7, 2023

Last week, Documate , the no-code document automation platform, rebranded as Gavel , a move designed to better reflect the company’s mission to become the platform of choice for legal professionals and legal organizations wanting to “productize” the delivery of legal services by packaging services as online legal products.

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Law firm Document automation Client Intake Document management 52

Rocket Matter

FEBRUARY 18, 2025

Practice Management Software Investing in practice management software is crucial for efficiency and compliance. These platforms facilitate case management, scheduling, billing, document storage, and other essential functions. You can further reduce your software costs by bundling applications.

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Law firm e-filing Law Law 52

Lawmatics

DECEMBER 7, 2023

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. Time and billing software: Automatically tracks billable hours and expenses and generates client invoices.

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Legal software Legal software Software Time-tracking 52

Legal Tech Monitor

MAY 2, 2023

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.

Client Intake 52

Client Intake Contract management Document management Software 52

LawSites

MARCH 21, 2023

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 Law Law Document management 59