Remove Data protection Remove Time-tracking Remove Virtual Meeting
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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. Easily manage flat fees, hourly rates, or retainers with built-in tools that keep your billing organized, accurate, and easy to track.

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Microsoft Office 365: What Are Its Main Benefits To Law Firms?

MatterSuite

When it comes to keeping track of contacts, Office 365 offers the following tools: Bookings — to track meetings and schedule client appointments Connections — build, manage, and track contacts for campaigns, etc. Data Security and Compliance: The legal profession demands the utmost confidentiality and data security.

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Microsoft Office 365: What Are Its Main Benefits To Law Firms?

MatterSuite

When it comes to keeping track of contacts, Office 365 offers the following tools: Bookings — to track meetings and schedule client appointments Connections — build, manage, and track contacts for campaigns, etc. Data Security and Compliance: The legal profession demands the utmost confidentiality and data security.

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Leveraging Legal Technology: Enhancing Efficiency in Enterprise Legal Departments

MatterSuite

Automation of Routine Tasks : Legal professionals often find themselves burdened with repetitive and automated time-consuming tasks. Legal departments can save valuable time and allocate their resources to more strategic and high-value work. Furthermore, update these systems in real-time.