Document automation Practice management Virtual Meeting 
Attorney at Work
JANUARY 20, 2022
Related: “8 Legal Practice Areas Growing in 2021 and Beyond” Document automation levels up. For example, firms using a manual search-and-replace process to create new documents can quickly realize productivity gains with document automation while avoiding common editing errors.
Clio
MAY 12, 2025
Later, well show you how to build the ideal tech stack for your estate planning practice. Practice management software With heightened emotions and potential friction points between family members, youll want your focus to be on guiding your estate planning clients through the entire process, and putting them at ease.
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Attorney at Work
OCTOBER 18, 2021
Depending on the size and scope of your practice, consider moving to cloud-based practice management or case management software. This can help streamline how you manage client files and run your practice. Draft New Office Policies. Finally, be sure to update your employee manual to reflect this new reality.
Clio
JULY 22, 2024
This ensures all parties are aware of important deadlines and meetings. Document Automation and Sharing: Enhance document handling with secure sharing, electronic signature requests , and automated document creation. Zoom : The shift towards virtual meetings makes a Zoom integration invaluable.
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