Percipient

FEBRUARY 21, 2025

While every platform works a little differently, most follow a similar approach: Uploading the contract You import a file or sync it from your document system. Tracking changes Edits, comments, and revisions are recorded automatically. Integrations: Connects with Microsoft Word, Google Docs, CRM systems, and e-signature tools.

Software 52

Software Time-tracking e-filing e-records 52

Percipient

FEBRUARY 26, 2025

Core features usually include: Pre-built templates Automated approvals E-signatures Renewal reminders Centralized storage Audit trails Access controls Essentially, these tools speed things up and reduce mistakes without extra effort on your part. Built-in audit trails also provide a clear record of who made changes and when.

Contract management 52

Contract management Software Time-tracking Compliance 52

Clio

JULY 9, 2024

As lawyers know all too well, legal e-filing systems can be a headache to navigate. It’s no wonder lawyers feel uneasy using them, worried about making mistakes and missing crucial filing deadlines. What is e-filing?

e-filing 52

e-filing e-records Time-tracking Court 52

LawSites

OCTOBER 17, 2022

The module includes features such as direct text and video messaging with prospective clients, the ability to send e-signature requests via text and email, and the ability to automate and customize lead-management workflows. This includes the ability to send e-signature requests via text. See all information collected about a lead.

e-filing 52

e-filing e-records Practice management Document storage 52

Legal Tech Monitor

JANUARY 30, 2024

Here is my recent Daily Record column. My past Daily Record articles can be accessed here. ** LegalTech Trends: 2023 Recap and 2024 Forecast When I think about the last few years, this Grateful Dead lyric immediately comes to mind: What a long, strange trip it’s been. It’s been quite a year!

e-records 52

e-records Document storage e-filing Practice management 52

Legally Speaking

JANUARY 21, 2023

Clio also offers collaboration tools that allow multiple members of a legal team to work together, as well as integrations with other legal-specific technologies such as court rules and e-filing. Tips for dealing with existing paper files. Document storage recommendations for paperless law firms.

Client Intake 40

Client Intake e-filing e-records Document storage 40

Clio

MARCH 22, 2024

Client service: Tools can make communication easier (such as case management portals or secure document sharing tools), which improve the client experience of legal clients. Court processes: From streamlining court reporting to e-filing solutions. Is the product something that your firm actually needs and will use?

Legal tech 52

Legal tech Legal tech Law firm Time-tracking 52