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7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

Reviewing files, uploading evidence, or previewing case documents is easy with mobile access, so attorneys can be prepared no matter where they are. Rather than using unsecured texts or waiting to respond from a desktop, attorneys can securely chat with colleagues and keep all correspondence in the case file.

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Tech Tips: Best Advice for Improving Client Intake

Attorney at Work

Tech Tips | Intake advice from Heidi Alexander, Sheila Blackford, Jim Calloway, Andrea Cannavina, Jared Correia and Natalie Kelly. The post Tech Tips: Best Advice for Improving Client Intake appeared first on Attorney at Work.

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5 Common Misunderstandings About Client Intake Software

Attorney at Work

Automating your client intake process seems like a no-brainer. Assembly Legal’s McKay Ferrell explains some common misunderstandings so you can better evaluate the options. . Make sure your intake provider can help you track where all lead sources come from through a tool like Zapier.

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Project Management Tools for Attorneys

Attorney at Work

A client intake staff member can create a new board for each potential client. It is shared across an entire team Evernote is used by a number of attorneys, particularly for capturing information for legal research, productivity tasks and even case management. Communication is no longer siloed between individuals.

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Optimize Your Law Firm’s Client Intake Process

Attorney at Work

An optimized client intake process is key to a law firm's growth. The post Optimize Your Law Firm’s Client Intake Process appeared first on Articles, Tips and Tech for Law Firms and Lawyers. Reduce your firm's administrative burden while converting more leads.

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How Law Ruler Streamlines Client Intake Forms

Attorney at Work

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

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Exclusive: Legal CRM Company Lawmatics Raises $10M, Aiming to Change How Lawyers Drive Business

LawSites

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. ” Managing the Attorney-Client Relationship. ” Focus on Intake and Automation.

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