Remove Case management Remove Client Intake Remove Court
article thumbnail

7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

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. Calendar tools for lawyers have multi-user access and automate court date calculations.

article thumbnail

Transforming Client Engagement: How AI is Revolutionizing Your Law Firm’s Efficiency

Colin S. Levy

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.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Client Intake Form

Lawmatics

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

article thumbnail

10 Best Productivity Tools for Lawyers

Clio

Cloud-based case management software Cloud-based case management software makes it possible for lawyers and their teams to more easily manage cases, client engagements, and billing from anywhere, anytime. Clio Grow pairs with Manage, automating your client intake process.

Lawyer 52
article thumbnail

Project Management Tools for Attorneys

Attorney at Work

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. Clio augments this process with a robust infrastructure for client intake reporting.

Attorney 110
article thumbnail

Legal Workflow Management: Tools and Techniques for a More Efficient Firm

Clio

Six best workflow management software options for law firms When it comes to streamlining day-to-day operations, choosing the right workflow management software can make all the difference. Allows legal professionals to stay connected with their clients, cases, and colleagues even while on the go or when away from the office.

article thumbnail

Essential Tools for Virtual Estate Planning Attorneys

Clio

Calendar syncing : Avoid missed deadlines for probate filings or trust administration by syncing key dates across your teams calendars and client matters. Case management : Centralize every matterwills, POAs, trustsin one place so you can easily access notes, communications, and documents across long timelines and multiple stakeholders.