Clio

NOVEMBER 26, 2024

Delayed delivery of documents and communications Firms that rely on Canada Post to mail documents, cheques, and correspondence will face significant delays in sending and receiving information. For example, Clio for Clients is a secure digital portal allowing legal clients to communicate and collaborate with their lawyer.

Law firm 88

Law firm Law Law Client Intake 88

Rocket Matter

NOVEMBER 3, 2023

Trying to attract new clients for your law firm and juggle leads while ensuring your existing clients get the exceptional service they deserve is no walk in the park. You’ve already got court dates, paperwork, document reviews, and client meetings to manage.

Legal CRM 52

Legal CRM Time-tracking Law firm Software 52

Rocket Matter

OCTOBER 29, 2024

Every attorney’s day goes about the same: juggling client meetings, court deadlines, and endless rounds of document revisions… not to mention managing team members and collaborating with other attorneys. Legal work is complicated, and finding time to breathe—let alone be productive—can seem overwhelming. Download free guide 3.

Time-tracking 52

Time-tracking Legal CRM Practice management Software 52

Rocket Matter

OCTOBER 12, 2023

More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients?

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

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. . Legal billing . Legal trust accounting .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Rocket Matter

JULY 15, 2024

More specifically, there can be a significant difference between generic and legal-specific CRMs. Using a legal CRM rather than a generic one is crucial because it is tailored to meet the specific needs and nuances of legal practice.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

Rocket Matter

DECEMBER 18, 2024

Cases move faster when youre efficient Its common for lawyers to send a document over to be signed by a client, only to hear crickets for days. Since traditional law firm clients have to use printers and scanners to send back signed documents, its no wonder they arent sending them back on time.

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Rocket Matter

AUGUST 22, 2023

7 Document assembly When there’s only one of you and dozens of documents in need of completion, productivity can come to a screeching halt. That is, if you don’t have document assembly tools. Document assembly tools streamline the document creation process and free up your time so you can focus on other important tasks.

Time-tracking 90

Time-tracking Law firm Software Legal CRM 90

Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

Rocket Matter

SEPTEMBER 26, 2023

With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one. Create email drafts Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time.

Client Intake 96

Client Intake Law Law Law firm 96

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. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

LawSites

APRIL 1, 2022

The Australia-based legal CRM company Nexl has acquired Jade , a unique startup that markets a customer success solution to legal tech companies to help them sell and onboard their products to legal professionals. ” Nexl Acquires Jade. Justpoint Raises $6.9M.

Legal tech 98

Legal tech Legal tech e-filing e-discovery 98

Rocket Matter

DECEMBER 17, 2024

Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Case management and document organization solutions can save time and reduce errors. Streamline Document Management Manual document management can be a time-consuming drain on resources.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

JULY 5, 2023

Rocket Matter was one of the first online legal practice management platforms on the market, and we have more than 16 years of experience helping small and solo firms compete on a big stage. If you’re ready to see how Rocket Matter can help you get your solo firm up and running and poised for success, contact us today.

Time-tracking 93

Time-tracking e-filing Practice management Law Office 93

MatterSuite

NOVEMBER 29, 2024

Use a legal CRM for follow-ups CRM is the software that automates communication with legal clients. A legal CRM allows attorneys to: Hold records and preferences of the client data. Use bills as communication tools First, for legal services, it is always best to be as clear as possible about billing.

Law firm 52

Law firm Legal CRM Law Law 52

Rocket Matter

OCTOBER 15, 2024

Legal CRM Systems to Nurture Client Relationships Legal CRM systems streamline processes and automate critical tasks, such as scheduling. CRM also handles communication, including automated follow-ups, offering a range of tools to stay in touch seamlessly via emails and text messages.

Law firm 52

Law firm e-filing Time-tracking Law 52

Rocket Matter

APRIL 11, 2023

A legal CRM, however, can help firms provide personalized, consistent touchpoints that serve to strengthen existing relationships and retain clients for the long term. From a case matter perspective, legal CRMs can help you and your clients communicate more effectively. Schedule your free demo today to get started.

Legal CRM 52

Legal CRM Client Intake Time-tracking Practice management 52

Rocket Matter

JUNE 17, 2022

So do yourself (and your schedule) a favor and look into these time-saving legal practice management software integrations. Document software and storage. Let’s face it: the legal profession involves a lot of documents. A legal CRM can help your firm: Automate your marketing campaigns to find more leads in less time.

Practice management 52

Practice management Software Time-tracking Legal CRM 52

Rocket Matter

SEPTEMBER 15, 2024

Here are ways innovation in legal services helps streamline operations in law firms. Artificial Intelligence The integration of AI streamlines processes by automating tasks such as document review and research, reducing time constraints and minimizing mistakes.

Compliance 52

Compliance Legal CRM Law firm Practice management 52

Lawmatics

MAY 2, 2024

Document management: Some legal intake software platforms provide document management capabilities that allow users to securely upload and store important documents related to the intake process. What is the Most Popular Legal Software?

Software 52

Software Client Intake Document management Billing software 52

Lawmatics

FEBRUARY 7, 2023

CRM insights can help your team understand your potential customers better so you can nurture leads and convert them into clients. Understanding the Role of Legal CRMs A legal CRM is an indispensable tool for law firms to serve their clients best. The post Do Lawyers Use CRM? first appeared on Lawmatics.

Lawyer 40

Lawyer Legal CRM Law firm Client Intake 40

Lawmatics

FEBRUARY 13, 2024

Over the past 15 years, technology has significantly transformed the legal profession. Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Rocket Matter

MAY 23, 2023

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road. But it’s all well and good to point out a problem and say “Isn’t that tricky.”

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Lawmatics

JULY 7, 2023

Document creation. Automation allows you to merge the data you need from your custom fields and auto-fill directly into boilerplate legal forms to generate documents. Document execution. Here are some common types of legal technology used by lawyers: Online file storage. Document management.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Rocket Matter

SEPTEMBER 12, 2023

Consider document automation options, eSignature solutions, and even AI to help generate client communications. Just remember to adopt automations slowly. Too much automation at once, without proper planning, rollout, or team buy-in, is a recipe for frustration for clients and team members.

Time-tracking 86

Time-tracking Billing software Law firm Software 86

Attorney at Work

APRIL 20, 2022

Law Ruler’s legal CRM software can help you grow your practice and provide a top-tier experience for leads and clients — all while saving time for your attorneys and intake team. Your firm will save time on tedious data entry and also eliminate the chance of errors from manually copying data into new software or documents.

Client Intake 52

Client Intake Law Law Time-tracking 52

Rocket Matter

FEBRUARY 20, 2024

Legal CRM systems are designed to turn this tide. Schedule a demo today to see how Rocket Matter CRM can transform your practice. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 52

Lawmatics

DECEMBER 5, 2023

In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. But it must be the right legal tech. The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

APRIL 13, 2023

With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

Time-tracking 52

Time-tracking Legal CRM Judge Law firm 52

Lawmatics

MARCH 14, 2023

My job entails conducting demonstration calls of the Lawmatics platform to law firms and highlighting how our legal CRM can help them be more efficient and organized with all their non-billable admin workflows (such as client intake, running marketing campaigns, and client follow up). I’m an Account Executive at Lawmatics.

Client Intake 52

Client Intake Legal CRM Law firm Software 52

Rocket Matter

APRIL 18, 2023

Contracts, legal briefs, memoranda, and other documents are the lifeblood of law firms. It’s no stretch to say that law firms consume a LOT of paper. In fact, the average attorney goes through 100,000 sheets of paper each year. Here’s how you can use practice management software features to start today. 1.

Practice management 52

Practice management Software Time-tracking Law Office 52

Rocket Matter

MAY 10, 2023

Rocket Matter with ChatGPT integration allows users to access ChatGPT for content generation, legal document review and more, right within the Rocket Matter platform BOCA RATON, Fla., It is not intended to suggest any association or endorsement by the trademark owners unless expressly stated otherwise.

Intellectual Property 52

Intellectual Property Practice management Time-tracking Legal CRM 52

Rocket Matter

DECEMBER 5, 2023

Legal-specific CRMs, on the other hand, can significantly reduce the effort involved in establishing a fast speed to lead. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

Time-tracking 52

Time-tracking Legal CRM Client Intake Practice management 52

Rocket Matter

OCTOBER 24, 2023

More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm Demystifying the Billable Hour: How to Right-Size Your Rates With prices rising so much over the last year (global inflation is forecasted at 8.8%

Time-tracking 92

Time-tracking Attorney Practice management Software 92

Rocket Matter

OCTOBER 10, 2023

With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one. in 2022), it’s the right time to look at your current rates and see if you’re charging enough to remain profitable.

Time-tracking 92

Time-tracking Attorney Client Intake Software 92

Rocket Matter

FEBRUARY 24, 2023

More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients?

Time-tracking 98

Time-tracking Law Law Law firm 98

Rocket Matter

JUNE 6, 2023

The bottom line is that now more than ever, it’s critical to take proactive measures for data security and file encryption. However, it’s not exactly convenient to share information and important documents with clients if you keep files in a proverbial bank vault. So how can law firms enjoy the best of both worlds?

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Time-tracking Practice management Software Law firm 52