Remove Data protection Remove Document automation Remove Time-tracking
article thumbnail

Essential Tools for Virtual Estate Planning Attorneys

Clio

Task tracking and automation : Stay on top of critical steps like document signing, court filings, and follow-ups with automated task lists and reminders for each estate plan or probate matter. Automate and reduce paperwork and administrative tasks for a more simplified and efficient estate planning practice.

article thumbnail

Driving Innovation in Law Firms: Strategies and Considerations

Rocket Matter

By analyzing data on client cases, billing practices, and intake procedures, you can identify potential bottlenecks that may be hindering your firms long-term growth. For example, automating a redundant task could leave your team with more time to answer questions, respond to emails, or schedule consultations.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How to Introduce AI Into Your Law Firm’s Workflow (The Right Way)

Clio

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. However, disorganized tracking methods limit AIs effectiveness in this area.

article thumbnail

Implementing Legal Tech: Approach to a Better Law Firm Management

CaseFox

Law tech helps improve and streamline legal processes, ranging from document automation to artificial intelligence (AI) tools for legal research. For example, document automation can significantly reduce the time and effort required to draft and review legal documents.

article thumbnail

Digital Transformation for Law Firms: A Guide to Modernizing Your Practice

Rocket Matter

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online.

article thumbnail

Specifics and Effective Management of SaaS Contracts

AXDRAFT

Got no time to read? All it takes is one phishing letter or one compromised device and a customer’s data can be sold somewhere on the darknet. In March 2022, Hubspot reported a breach where malicious individuals accessed client data via an employee’s compromised account. All the while, the customer is forced to wait.