Rocket Matter

OCTOBER 19, 2022

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

Legal CRM 98

Legal CRM Client Intake e-filing e-records 98

Clio

MARCH 14, 2024

Electronic signatures (or e-signatures) have become nearly ubiquitous in everyday life and business—from confirming your agreement to terms and conditions on a website, to using e-signature tools to sign a work contract. What is an e-signature? But are electronic signatures legally binding? What is an electronic signature?

e-records 75

e-records e-filing Client Intake Court 75

Clio

JULY 9, 2024

As lawyers know all too well, legal e-filing systems can be a headache to navigate. It’s no wonder lawyers feel uneasy using them, worried about making mistakes and missing crucial filing deadlines. What is e-filing?

e-filing 52

e-filing e-records Time-tracking Court 52

Clio

JULY 19, 2023

The ordeal typically involves carving out time in your busy day to print paperwork, hand-delivering it to the courthouse (or arranging a courier), and then obtaining a file stamp. As technology progressed in recent decades, many courts started to let legal professionals e-file their documents.

e-filing 52

e-filing e-records Court Client Intake 52

Attorney at Work

JANUARY 7, 2022

Are you still using a file server and having people access it with a VPN? Upgrade to Microsoft 365 to get a cloud-based file server, plus updated versions of the Office suite. You will get far more phone functionality, plus videoconferencing, business texting, e-fax and more. Or choose ZoomPhone or Microsoft 365 Business Voice.

Lawyer 127

Lawyer e-filing Software Practice management 127

Attorney at Work

JANUARY 11, 2022

Trellis lets you search state court dockets to better understand your judge, opposing counsel and the opposing party by analyzing their historical record. These applications function like the macOS Finder and Windows Explorer but with advanced DMS features such as document check in/out, secure file sharing, and a client portal.

Legal technology 64

Legal technology Legal technology e-filing Practice management 64

Clio

JUNE 21, 2023

Disputes Provide details for the procedure that will be followed if disputes arise between the parties (for example, if the lawyer and client disagree regarding the charges on a bill). The letter may also specify client responsibilities for preserving documents, if necessary. And, with less risk of manual error.

Law firm 52

Law firm Client Intake Law Law 52