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5 Common Misunderstandings About Client Intake Software

Attorney at Work

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.

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Immigration Law Firm and Fastcase Partner to Create Case Management and Document Automation System

LawSites

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

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Here Are the Winners Of ABA TECHSHOW Startup Alley

Above the Law - Technology

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

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Client Intake Software

NSLT

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

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Client Intake Software

NSLT

Reasons Why Online Client Intake Is a Game Changer There is a tremendous amount of administrative work involved with running a law firm. Software products like Clio and Xero are being adopted rapidly because they help streamline the processes of case management and accounting, respectively.

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Lexicata - Client Intake Software

NSLT

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Read the Article: Here Learn More About Lexicata: Here

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Lexicata - Client Intake Software

NSLT

Why Lead Management Needs to Be Separate from Case Management In order to streamline operations and minimize waste, it’s helpful to break down different processes and compartmentalize them into isolated systems. Read the Article: Here Learn More About Lexicata: Here