Case management Client Intake Judge 
Above the Law - Technology
MARCH 7, 2023
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. A panel of judges narrowed the field down to 40 semifinalists, who were then put out for public voting.
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. Clio augments this process with a robust infrastructure for client intake reporting.
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Legal Tech Monitor
MARCH 7, 2023
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. A panel of judges narrowed the field down to 40 semifinalists, who were then put out for public voting.
Percipient
JANUARY 20, 2025
For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. Its particularly useful for litigation teams looking to analyze case trends, predict outcomes, and gain insights into opposing counsel or judges.
Clio
DECEMBER 16, 2024
Powered by generative AI technology, Clio Duo streamlines everything from case management to document reviews, helping firms operate at peak efficiency. Say goodbye to overwhelming paperwork and missed deadlinesour AI tool handles repetitive tasks, freeing lawyers to concentrate on strategy, client connections, and essential casework.
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