Client Intake e-filing Events 
Clio
MARCH 25, 2025
Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Grow pairs with Manage, automating your client intake process. Docusign DocuSign is practically a household name in the e-signature world.
Rocket Matter
MARCH 26, 2025
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
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Rocket Matter
MARCH 26, 2025
Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
Clio
FEBRUARY 24, 2025
Many AI-powered solutions now assist lawyers with a wide range of tasksfrom automating operational workflows to drafting and analyzing legal documents to streamlining e-discovery and beyond. AI chatbots can be used on law firm websites to answer routine questions (such as the firms business hours) and assist with client intake processes.
Centerbase
MARCH 31, 2025
These challenges are often related to: Administrative Inefficiencies Handling administrative tasks is a common pain point in many firms, which requires substantial time and resources that could otherwise be used for client-facing legal work. Confident employees are happy employees, and happy employees stay with the company.
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.
Clio
FEBRUARY 7, 2024
With text messaging in Clio Manage, law firms can send texts from the desktop or mobile app to get quick responses to urgent questions, remind clients of upcoming meetings or calendar events, and even text quick payment links for invoices. Scroll down to add an alternative email address or phone number for clients to contact your firm.
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