Case management Client Intake Document storage Practice management 
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. This is achieved through the development of boards or lists.
Legally Speaking
JANUARY 21, 2023
About Clio Clio is a legal practice management software that is designed to help law firms, solo practitioners, and legal departments manage their practice and client relationships. Document storage recommendations for paperless law firms. 5 steps to converting to a paperless law office.
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Clio
FEBRUARY 2, 2023
Lawyers can even add case information from existing software. For example, Clio’s case management software integrates directly with email providers (like Microsoft Outlook 365) and document storage platforms (like DropBox). Manage every single one of your firm’s processes in one place. It needs Clio.
Rocket Matter
AUGUST 22, 2024
Reduced Costs Adopting eSignatures can lead to significant cost savings for law firms by eliminating the need for printing, postage, and courier fees associated with traditional document handling. Additionally, by reducing paper usage, eSignatures can help law firms save space on document storage.
Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ). Managing to-do lists.
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