Clio

JANUARY 15, 2024

So, for 2024, commit to running effective and engaging meetings with Priya Parker, author of “ The Art of the Gathering ”. Our interview with Priya Parker provides excellent tips for facilitating better meetings—whether with staff or clients. To get you started, here’s a guide to client intake for law firms.

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

Rocket Matter

DECEMBER 26, 2023

A tech trends round-up gives you the best of both worlds: time to reflect on changes in the legal industry over the past year and food for thought on how to use these trends to gain a competitive edge in 2024. These trends may have hit the headlines in 2023, but they won’t fade away anytime soon. Check. Legal CRM? Check. eSignature?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Percipient

JANUARY 20, 2025

Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. So, why the slow adoption?

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

LawSites

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Responses are then mapped to court forms or document templates.

Practice management 69

Practice management Client Intake Document automation Law firm 69

Legal Tech Monitor

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Responses are then mapped to court forms or document templates.

Practice management 52

Practice management Client Intake Document automation Law firm 52

Lawmatics

JANUARY 9, 2024

The strategic adoption of legal tech is changing the legal field by automating routine tasks, providing data-driven insights, and enhancing client experience. 1 Driving Efficiency Gains Solutions like document automation, eSignature, and contract lifecycle management streamline repetitive workflows.

Analytics 52

Analytics Client Intake Practice management Time-tracking 52

Clio

JANUARY 30, 2024

What are the top tools for lawyers in 2024? For example, Clio Duo will bring the power of generative AI legal technology to Clio’s legal software tools, beginning with Clio Manage , in 2024. However, some states require wet signatures for documents like wills. Legal technology can help make e-signatures easier and more secure.

Lawyer 98

Lawyer Client Intake e-filing e-discovery 98