Document storage e-records Information 
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.
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.
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Discovery Advocate
SEPTEMBER 14, 2018
The practice of e-discovery has always incorporated considerations of new and emerging technologies as well as related attorney competence. Counsel about requirements to take appropriate steps to preserve the integrity of information held in client or client-controlled databases.
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. Click on any one to see all information that has been collected. See all information collected about a lead.
Clio
JULY 9, 2024
As lawyers know all too well, legal e-filing systems can be a headache to navigate. This is where Clio File steps in, offering a user-friendly solution that takes the hassle out of e-filing, helping you avoid errors and stay on track with your submissions. What is e-filing?
Rocket Matter
AUGUST 22, 2024
Get free e-book The days of chasing down clients for signatures—slowing down the process and piling up paperwork—are over. Reduced Costs Adopting eSignatures can lead to significant cost savings for law firms by eliminating the need for printing, postage, and courier fees associated with traditional document handling.
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. Document storage recommendations for paperless law firms. Clio was founded in 2008 and is headquartered in Vancouver, Canada.
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