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For example, Clio for Clients is a secure digital portal allowing legal clients to communicate and collaborate with their lawyer. Clients can review communications, documents, and calendar events; communicate privately with their lawyer; and view and pay invoices in seconds—all from one place.
On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.
On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.
However, Rocket Matters easy-to-use workflow automation and visual task management give it a sharper edge. For one, the software can categorize tasks by matter type, automate event adjustments based on task changes, and implement task dependencies.
Legal calendaring and scheduling tools Legal calendaring and scheduling tools make it easier to stay on top of your schedule, regardless of your caseload and number of firms. Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Bonus : 11.
The software solution enabled every staff member to get information related to pending tasks, event calendar, and client account balances. LegalCRM Systems to Nurture Client Relationships LegalCRM systems streamline processes and automate critical tasks, such as scheduling.
Here are some common types of legal technology used by lawyers: Online file storage. Documentmanagement. Document automation tools streamline document creation by utilizing information previously collected to populate standard letters and forms. eDiscovery tools. Cloud-based office suites.
Meanwhile, Google Drive doesn’t provide documentmanagement tools —worse, it introduces security risks to your system. Even if you can organize your documents using one of these programs, you’ll still need others (that may or may not integrate) to manage your contacts, marketing, billing, and trust accounting tasks.
Rocket Matter’s documentmanagement system automatically puts together all the paperwork you’ll need, from fee agreements to pleadings. . Integrations consolidate information from multiple sources, like client portals, documentmanagement systems, and client relationship management (CRM) systems.
Organizational tools : Provides multiple views and color-coding events, such as billable and non-billable tasks. Collaboration : You can send invites and share schedules with the entire law firm.
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