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PracticeMaster enhances the software’s case management capabilities, providing firms with the tools they need to manage case details effectively, critical things like matter facts, clientintake, conflict checking, document management, and more.
Mid-sized firms are using a wide range of AI tools, with AI-powered legal research platforms, generic non-legal AI tools, and document drafting or automation tools being the most popular options. There is a strong correlation between use of Clio features and increased clientintake performance.
Lawmatics , a company whose product provides client relationship management (CRM), clientintake 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.
Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, clientintake, electronicpayments and Google Analytics. Enhancements to Payments and Billing. Users can create sites by filling out their information on a form and selecting a design. Effective Oct.
Firms are investing in comprehensive platforms that can streamline operations across the board, from clientintake to document management. Enhancing client services. The report finds that firms are leaning into technology that allows them to better track billable hours, manage invoicing, and accept electronicpayments.
Invoice creation and sharing features: The ability to create detailed, clear invoices for various billing arrangements (such as individual and split bills) and securely send them electronically. Payment processing features: The ability to offer flexible payment options and accept online payments. It enriches a tech stack.
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