LawNext podcast

FEBRUARY 21, 2023

Kathryn Tewson was a little-known paralegal when, on Jan. 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. 24, she was suddenly thrust into the spotlight.

Paralegal 40

Paralegal Client Intake e-filing Document management 40

Clio

SEPTEMBER 11, 2024

So where does this leave the practice ownership prospects of non-attorneys, including other legal professionals such as paralegals ? Practice management software, such as Clio Manage , can streamline your firm’s workflows, while Clio Grow can boost your client intake efforts.

Law firm 110

Law firm Lawyer Law Law 110

Clio

OCTOBER 7, 2024

As the legal industry’s most in-depth examination into the state of legal practice, our most recent Legal Trends Report brings together crucial insights on the most important issues facing the legal profession—including the proliferation of AI, the future of pricing models, levers to improve client intake, and how law firms are spending for growth.

Client Intake 82

Client Intake Law firm Paralegal Software 82

Centerbase

MARCH 31, 2025

Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. The more convenient and reassuring you make the communication process, the more likely you are to gain loyal, long-term clients.

Law firm 52

Law firm Time-tracking Law Law 52

LawSites

SEPTEMBER 27, 2021

They created Woodpecker to empower attorneys, paralegals, and legal administrators to automate the generation of frequently used legal documents, all from within Microsoft Word.

Document automation 52

Document automation Client Intake Paralegal Attorney 52

LawSites

JANUARY 25, 2022

Now Lexicon is doubling down on that approach by expanding the menu of services it offers — a menu that ranges from facilities management and information technology to virtual paralegals and virtual receptionists. Virtual Paralegal. Lexicon offers virtual paralegals for both short- and long-term engagements.

Practice management 59

Practice management Paralegal Client Intake Legal marketplace 59

Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

Law firm 52

Law firm Time-tracking Law Law 52

Colin S. Levy

MARCH 7, 2023

Some examples of how AI is being used in legal tech include: • Legal research: AI can be used to search through large volumes of legal documents quickly and accurately, saving lawyers and paralegals time and effort.

Client Intake 40

Client Intake Paralegal Law Law 40

Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

Law firm 52

Law firm Time-tracking Law Law 52

LawSites

JANUARY 25, 2022

Now Lexicon is doubling down on that approach by expanding the menu of services it offers — a menu that ranges from facilities management and information technology to virtual paralegals and virtual receptionists. Virtual Paralegal. Lexicon offers virtual paralegals for both short- and long-term engagements.

Practice management 52

Practice management Paralegal Client Intake Legal marketplace 52

LawSites

FEBRUARY 9, 2023

Then came a scathing series of tweets by Kathryn Tewson , a paralegal in Washington state who tried out several of DoNotPay’s self-help legal tools, only to conclude that they were effectively smoke and mirrors, in some cases getting the law wrong, in others failing even to deliver the promised product.

Client Intake 52

Client Intake Paralegal Document management Court 52

Rocket Matter

FEBRUARY 18, 2025

Paralegals, legal assistants, and administrative staff are among the employees you may need. To accurately answer the question How much does it cost to start a law firm , youll need to consider the following: Staff Salaries Attorney salaries represent one of your largest startup expenses. Strive to keep your staff limited early on.

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Law firm e-filing Law Law 52

Clio

FEBRUARY 12, 2025

Remote receptionistsprofessionals who are not employees of your law firm, but who take on reception dutieshandle everything from answering calls and scheduling appointments to client intake. This allows attorneys to focus on core legal work. They operate more like a call center for high-volume firms similar to Alert Communications.

Law firm 52

Law firm Client Intake Law Law 52

Martindale-Avvo

OCTOBER 13, 2023

Before the internet and smart phones, and certainly before the pandemic, law offices were simpler places where a receptionist answered calls from prospective clients, and then lawyers or paralegals called them back.

Paralegal 98

Paralegal Lawyer Attorney Law Office 98

Clio

MARCH 19, 2025

Does the task require a specific skill set or legal expertise that requires a lawyer, or is it a recurring task with an existing workflow that paralegals, or legal assistants could handle? Are clients or other parties waiting on its completion? Consider clear, binary factors like: How complex or straightforward is it? How urgent is it?

Law firm 52

Law firm Law Law Time-tracking 52

Rocket Matter

OCTOBER 3, 2023

A billable hour is client time. It’s any activity that’s part of what an attorney, or a paralegal, needs to do to complete the work you have been contracted to perform for a client. so that a firm can do an autopsy of its workflow and make tweaks to enhance productivity. What is a billable hour (and what isn’t)?

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Clio

MAY 24, 2024

From client intake to time-keeping to document organization, law offices are inundated with numerous time-consuming and duplicative tasks that can lead to accidental data errors and leave staff frustrated. Or, does your staff find that the steps outlined for your client intake process aren’t working well?

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Law firm Time-tracking Law Law 69

Dennis Kennedy

DECEMBER 14, 2023

Key concerns include ensuring the quality of work isn’t compromised, client data remains confidential, and that non-lawyers don’t unintentionally practice law or make critical legal decisions without proper oversight. Can AI tools replace paralegals or junior associates? How might AI impact the client intake process?

Lawyer 85

Lawyer Due diligence Client Intake Mediator 85

LawNext podcast

FEBRUARY 9, 2023

Then came a scathing series of tweets by Kathryn Tewson , a paralegal in Washington state who tried out several of DoNotPay’s self-help legal tools, only to conclude that they were effectively smoke and mirrors, in some cases getting the law wrong, in others failing even to deliver the promised product.

Client Intake 40

Client Intake Paralegal Document management Court 40

Clio

JULY 9, 2024

With this functionality, legal assistants, paralegals, lawyers, and any firm staff will gain real-time updates on document statuses and can automatically store court-filed copies with official stamps directly in Clio Manage.

e-filing 52

e-filing e-records Time-tracking Court 52

Clio

MARCH 8, 2024

For example, if you’re sticking with your existing system for client intake instead of using a solution that allows you to drastically reduce time spent on intake, appointment bookings, and creating engagement letters, you could be leaving money on the table.

Legal software 52

Legal software Legal software Software Client Intake 52

Lawmatics

FEBRUARY 6, 2024

This central hub is how your attorneys will track the progress of their ongoing matters, where paralegals will monitor e-signature requests, and how intake specialists keep your pipeline moving. You’ll see just why Lawmatics is the #1 legal CRM, client intake, and marketing automation platform.

Time-tracking 59

Time-tracking Client Intake Legal CRM Paralegal 59

Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Clio

JUNE 21, 2023

This information can be especially important when representing a client within a larger organization. Staffing details Clearly specify any personnel (such as the names of attorneys, paralegals, staff members, or subcontractors) who may work on a case and their hourly rates. And, with less risk of manual error.

Law firm 52

Law firm Client Intake Law Law 52

Lawmatics

FEBRUARY 7, 2023

CRM solutions typically integrate with virtual receptionists, online intake forms, email marketing tools, and practice management software to be a centralized database for your law firm. A law firm CRM solution should be employed to help you tighten up your law firm's marketing efforts and client intake.

Lawyer 40

Lawyer Legal CRM Law firm Client Intake 40

Legal Tech Monitor

DECEMBER 14, 2023

Key concerns include ensuring the quality of work isn’t compromised, client data remains confidential, and that non-lawyers don’t unintentionally practice law or make critical legal decisions without proper oversight. Can AI tools replace paralegals or junior associates? How might AI impact the client intake process?

Lawyer 52

Lawyer Due diligence Client Intake Mediator 52

Clio

JUNE 18, 2024

The respondents included both lawyers and support staff—such as paralegals and administrators—who are involved in the management of their practices. We offer a comprehensive suite of features designed to streamline processes, enhance efficiency, and enable exceptional client service, all with the flexibility to work from anywhere.

Law firm 52

Law firm Law Law Time-tracking 52

Clio

SEPTEMBER 7, 2023

With that said, if you’re just beginning to explore career paths in the legal industry, you’ll want to check out our guide to becoming a lawyer in a specialized practice area , as well as our guide to becoming a paralegal. I was striving for efficiency when it came to the intake process,” Jewett said.

Legal consultant 52

Legal consultant Legal consultation Legal advice Dispute resolution 52

Lawmatics

APRIL 13, 2023

For example, consider the numerous steps involved in new client intake: scheduling, emails, contact forms, chat or text communications, and contracting. All those steps in the intake process can be automated with online scheduling tools, messaging applications, e-signature capabilities, and e-payment systems.

Document automation 52

Document automation Time-tracking Law firm Software 52

LawSites

JANUARY 25, 2024

“Lawyers who rely on generative AI for research, drafting, communication, and client intake risk many of the same perils as those who have relied on inexperienced or overconfident nonlawyer assistants.” ” The opinion also says that confidentiality concerns may be mitigated by use of inhouse generative AI. .

Lawyer 135

Lawyer Paralegal Client Intake Legal advice 135

Legal Tech Monitor

JANUARY 25, 2024

Lawyers who rely on generative AI for research, drafting, communication, and client intake risk many of the same perils as those who have relied on inexperienced or overconfident nonlawyer assistants.” The opinion also says that confidentiality concerns may be mitigated by use of inhouse generative AI.

Lawyer 52

Lawyer Paralegal Client Intake Legal advice 52

Clio

SEPTEMBER 20, 2023

That’s why Clio launched the Academic Access Program , which offers law and paralegal students, instructors, and legal clinics free access to our industry-leading legal practice management and client intake software. As it often goes, the best way to hone this skill is to start early. Nick Slonosky, Supervising Lawyer at the L.

Intellectual Property 52

Intellectual Property Estate lawyer Law Law 52

Clio

MAY 15, 2025

The legal professionals we surveyed included lawyers as well as support staffsuch as paralegals and administratorswho are engaged in the management side of their practice. However, firms that strategically supplement referrals with a strong online presence and client intake technology are seeing even greater success.

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Law firm Electronic payment Client Intake Law 52