Client Intake e-records Hearing 
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.
LawSites
APRIL 10, 2023
The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019.
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Legal Tech Monitor
APRIL 10, 2023
The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019.
Rocket Matter
JANUARY 10, 2023
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. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Stay in touch .
LawNext podcast
APRIL 10, 2023
The occasion of this interview was the company’s 20th anniversary, and we recorded it live, on the exhibit hall floor, at the annual conference of the American Association of Law Libraries. That diversification had already started when we spoke to Walters and Rosenthal in 2019. We appreciate their support and hope you will check them out.
Attorney at Work
JANUARY 7, 2022
You will get far more phone functionality, plus videoconferencing, business texting, e-fax and more. Using a CRM can save time by eliminating redundancies such as entering the same information in multiple places for client intake versus client billing. There are lots of choices from RingCentral and 8×8.
3 Geeks and a Law Blog
OCTOBER 23, 2023
Marlene Gebauer 1:58 Alright, get up there with the records. And they were more than happy to hear that. So really starting small, whether it be E signature, or document automation, or something that can be more of a small discrete task, and building up from there is really important. And I know people don’t love to hear that.
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