LawSites

SEPTEMBER 8, 2021

In its second acquisition in six weeks, law practice management company Clio has acquired Lawyaw , a document automation and assembly platform designed for solo, small and mid-sized law firms. This news follows Clio’s July 28 announcement that it acquired CalendarRules, an automated court calendaring product.

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Document automation Law Law Court 135

LawSites

MAY 16, 2023

The majority of law firms use just five or fewer unique software products, according to a legal industry study published today by the law practice management company Smokeball. Document management, 47%. Practice management or case management, 34%. Document automation, 26%.

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Law firm Software Estate planning e-discovery 116

Attorney at Work

MAY 20, 2022

The rate of change has accelerated, increasing the volume of information about a given industry, company or case. In today’s information economy, far more time and attention are required to develop a broad knowledge base. The upshot: When firms focus on one or a few specialty practice areas, both clients and law firms see benefits.

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Law Law Estate planning Law firm 123

LawSites

FEBRUARY 28, 2024

A first-of-its-kind product being unveiled today by AffiniPay , the parent company of LawPay and MyCase , aims to solve that problem for smaller firms by marrying a business credit card for law firms to software that directly channels client-related expenses into the associated matters and invoices within the MyCase law practice management platform.

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Law firm Time-tracking Software Law 119

Attorney at Work

DECEMBER 22, 2021

Smokeball is a law practice management software with document assembly capabilities. One of the best recent advances in legal tech involves the visualization of data via dashboards, rather than segregating that information only to reports. Not only does this save lawyers and staff time, but it also keeps clients informed.

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Law firm Case management Time-tracking Law 135

LawSites

OCTOBER 26, 2021

The Clio Cloud Conference is always the occasion for the law practice management company to announce new and enhanced products, and today’s kick-off of this year’s event was no different, with CEO Jack Newton unveiling what he described to me as the most important product release since Clio’s debut 13 years ago.

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Electronic payment e-records Time-tracking Document automation 119

Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . Document automation .

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Law firm Time-tracking Client Intake Billing software 97

LawSites

DECEMBER 29, 2021

In 2015, AppFolio, which then owned practice management platform MyCase, went through an IPO , but its primary products were not in legal, but in property management. Just a week before the start date, iManage, a major exhibitor, informed its customers that it was pulling out of attending the conference in person.

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Legal tech Legal tech Practice management e-filing 145

Rocket Matter

DECEMBER 17, 2024

Streamline Document Management Manual document management can be a time-consuming drain on resources. Document automation tools allow you to streamline the process of creating, editing, and organizing legal documents.

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Law firm Law Law Legal CRM 52

Clio

MARCH 7, 2025

Client intake and CRM software, such as Clio Grow , streamlines processes by automating tasks like collecting client information, scheduling, and email follow-ups. Without consistent information and reliable templates, AI lacks the necessary data to provide accurate insights and enhancements.

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Time-tracking Client Intake Law Law 52

Clio

MARCH 17, 2025

Optimize your core systems: If youre currently using outdated manual systems, transitioning to cloud-based legal practice management is a crucial first step. A significant portion of legal work is ripe for AI-powered automation. Cost is also a key concern as firms consider the investment required for AI tools.

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Law firm Legal AI Time-tracking Law 52

Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? you can automate lead qualification, call and ticket escalation, and transfers. Logikcull Logikcull is an automated discovery and legal holds platform.

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Lawyer Time-tracking Client Intake e-discovery 52

Attorney at Work

NOVEMBER 2, 2021

To that end, the company has launched its proprietary Abacus Payment Exchange, available across its suite of practice management solutions (more on that momentarily). Aside from those payment processing fees, there are no additional charges for AbacusNext practice management users who want to activate APX in their software environment.

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Law firm Electronic payment Law Law 101

Lawmatics

DECEMBER 14, 2023

The use of tech in law firms has increased from advances in AI-powered solutions to the proliferation of practice-specific tools like contract lifecycle management tools or practice management software to operational tools like CRMs and billing software. How Big is the Legal Tech Market in the US?

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Legal tech Legal tech Document automation Dispute resolution 59

Legal Tech Monitor

FEBRUARY 14, 2024

Law practice management company Clio said today that Lawyaw, the document automation software it acquired in 2021, will now be called Clio Draft. It also sets us up to enhance the future capabilities of legal document innovation by consolidating and centralizing our efforts. Secure document storage.

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Document automation Software Document storage Practice management 52

Above the Law - Technology

DECEMBER 4, 2023

The summaries listed below are based on information provided by the startups in their applications. In some cases as noted, startups have not provided information or have asked that information be kept confidential. We also automate detecting a variety of confidential information.

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Litigator Litigation Mediator Law firm 325

Rocket Matter

FEBRUARY 25, 2025

Get free e-book The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous. Consider the following key measures to keep your firm secure: Implement strong encryption for your document storage and communication lines.

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Law firm Law Law Legal CRM 52

Clio

JANUARY 15, 2024

Investing in legal practice management (LPM) technology can also help your client relations. To get you started, here’s some information on choosing a credit card processor for your law firm. Revamp your online reputation In the information age, your online reputation is key.

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Lawyer Client Intake Time-tracking Law firm 98

LawSites

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. The app also now includes a document scanner, a complete list of bills, and voice-command functionality via Apple’s Siri voice assistant. Matter stages.

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Practice management Client Intake Document automation Law firm 69

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Download free guide 2. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

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Document automation Time-tracking Client Intake Legal CRM 52

Attorney at Work

NOVEMBER 7, 2021

receptionists can use to generate contact information and notes from phone calls. And, if you’ve been thinking about adding law practice management software to your technology stack, there’s no time like the present to start a free trial. Note that only MyCase admin users can set up the Smith.ai integration and that Smith.ai

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Time-tracking Case management Law firm Court 123

Legal Tech Monitor

JANUARY 3, 2024

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Legal tech 52

Legal tech Legal tech e-records Document automation 52

Rocket Matter

APRIL 4, 2023

Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software. It’s everything you need, all in one place.

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Time-tracking Practice management Document automation Software 52

Rocket Matter

SEPTEMBER 15, 2024

Platforms with file-sharing features like Rocket Matter, a cloud-based practice management software, empower lawyers to access case files and collaborate seamlessly with colleagues and clients from anywhere. This helps law firms stay competitive and successful in an evolving environment.

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Compliance Legal CRM Law firm Practice management 52

Lawyerist

JUNE 2, 2023

Workflow and Document Automation with PatternBuilder Scott gave the example of hiring an employee. When a company wants to hire a new employee, the law firm creates three documents: an employment offer, an I-9 immigration form, and a proprietary inventions agreement. Think about collecting information from your clients.

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Document automation Law firm Practice management Law 59

Law Technology Today

JULY 17, 2023

Explore alternative billing methods , such as flat fees or payment plans , to accommodate varying client needs. Integrate with practice management software Streamline your client intake process and eliminate duplicate data entry by integrating client intake with practice management software.

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Client Intake Law firm Time-tracking Law 56

LawSites

OCTOBER 5, 2023

Its cloud-based interface makes it easy to collaborate with clients to collect their personal and financial information, to generate financial statements and keep them up to date, to automate the creation of case documents, using either out-of-the-box templates or your own, and to plan and calculate asset distributions.

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Lawyer Document automation Mediator Time-tracking 64

Centerbase

NOVEMBER 7, 2023

To get ahead of the curve, you’ll want to look into law practice management systems that offer more than out-of-the-box solutions — you need workflows personalized to your law firm’s needs. Some workflow automation is better than none, right? Why should law firms avoid out-of-the-box workflows? Well, it depends.

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Law firm Client Intake Criminal Defense Time-tracking 52

LawNext podcast

JANUARY 3, 2024

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Legal tech 45

Legal tech Legal tech e-records Document automation 45

Rocket Matter

NOVEMBER 22, 2022

Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Being forced to provide contact, billing, and matter information more than once is frustrating, and gives new clients the impression that you’re in no rush to get to work.

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Client Intake Document automation Time-tracking Attorney 52

Legal Tech Monitor

MAY 16, 2023

The majority of law firms use just five or fewer unique software products, according to a legal industry study published today by the law practice management company Smokeball. Document management, 47%. Practice management or case management, 34%. Document automation, 26%.

Law firm 52

Law firm Software Estate planning e-discovery 52

Lawmatics

APRIL 6, 2023

The types of automation currently being deployed are tools like document automation and chatbots: Document Automation Document automation is like having a personal assistant that helps you create legal documents faster and with less room for error. But how exactly does it work?

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Law firm Document automation Law Law 52

Rocket Matter

AUGUST 30, 2022

With robust legal practice management software , your staff can maintain productivity from the comfort and convenience of their homes. Instead, consider cloud-based legal practice management software that actually helps you save time in your work day. Document automation. Find the right fit.

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Billing software Practice management Document automation Software 52

Rocket Matter

JULY 18, 2023

While medium- and large-sized firms usually have administrative assistants, paralegals, clerks, admins, and even entire teams to oversee client onboarding, marketing, documentation, time and expense capture, and billing, a solo practitioner has to manage all those functions on top of their actual legal work. It can be a lot.

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Time-tracking Practice management Document management Law firm 52

Rocket Matter

MAY 23, 2023

Automation workflows are typically part of your firm’s practice management software , which is designed to help law firms operate more efficiently. Let’s be clear, though. Automation is not a way to replace all administrative staff with computers, and it isn’t a magic wand that can fix all your problems at once.

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Time-tracking Document automation Client Intake Law firm 52

Lawmatics

JULY 7, 2023

Document management. Document automation tools streamline document creation by utilizing information previously collected to populate standard letters and forms. Practice management. No wonder Lawmatics is widely considered the best legal document automation software for growing law firms!

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Time-tracking Client Intake Document automation Software 52

Lawmatics

MAY 21, 2024

Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software. Customize your forms to gather all necessary client information, such as contact details, case details, and legal documents. What is client intake software?

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