Attorney Case management Client Intake 
Attorney at Work
MARCH 15, 2022
Automating your client intake process seems like a no-brainer. The truth is there is more to consider when looking at a standalone intake solution. For example, you’ll want to know if the intake software is tied to a case management software program.
Attorney at Work
JULY 21, 2022
Immigration attorneys face a variety of challenges when it comes to efficiently managing their day-to-day activities. Tasks like handling the lengthy form filling process, communicating effectively with clients, and accepting payment for all that hard work can be difficult when not managed correctly.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Colin S. Levy
OCTOBER 29, 2024
Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. In a law firm, one of the most time-consuming and resource-intensive tasks is client engagement—gathering client information, obtaining case facts, and organizing supporting documents.
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.
Clio
MAY 12, 2025
With the best estate planning software for attorneys, youll better be able to streamline operations, prioritize your clients, and set your firm up for long-term success. Bring the best service to your clients and make your practice more efficient with Clio Manage, our top-rated will and estate planning software.
LawSites
OCTOBER 20, 2022
have entered into a collaboration agreement with the legal technology and publishing company Fastcase to develop what they say will be a state-of-the-art immigration case management and document automation platform. Siskind said that the case management system will be designed to match the systems in the book. Visalaw.Ai
Rocket Matter
NOVEMBER 25, 2024
AI does the time-consuming tasks like document verification, research, and case management. For example, studies show AI can reduce research time by up to 60% and give lawyers more time to focus on strategy and client interaction. Automating these tasks not only saves time, but also reduces human error.
Expert insights. Personalized for you.
111 
Let's personalize your content