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Milestones, Startup that Automates Client Updates, Raises $2.1M Seed Round, Rebrands As Hona

Above the Law - Technology

But as the company’s customer base expanded into other practice areas, it also expanded the ability of its customers to provide other types of updates that do not necessarily follow a linear track, and to serve as a two-way messaging and document-exchange system for firms and clients.

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6 Ways to Automate Your Criminal Defense Practice

Rocket Matter

Criminal defense is one of the most challenging practice areas to specialize in. Friends, family, and even strangers have misconceptions about the work you do and may assume that you side with criminals. Here are six different ways to automate your criminal defense practice. Build a Better Client Intake System.

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Next Level Strategy: How Law Firms Should be Using Google Ads

Rocket Matter

Without the right systems in place, law firms risk losing potential clients due to slow follow-up, disorganized intake, and inefficient case management. Google Ads works best for law firms that want to generate immediate, high-intent leads.

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How Personalized Automated Workflows Boost Law Firm Productivity

Centerbase

However, a generic workflow might not work for different practices because, for example, criminal defense workflows differ markedly from those of a real estate firm. Document assembly: Personalized document automation allows law firms to generate customized legal documents tailored to specific client needs.

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How Do I Create an Intake Form?

Lawmatics

You can create a basic intake form by generating a physical document or using a digital platform and then tailoring it to each specific practice area, or you can build a customizable intake form for all practice areas and matter types with legal intake software.

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Guide to Running a Small Legal Practice

Martindale-Avvo

It requires juggling case management, practice growth, and financial management, often all in a single day. Document the responsibilities of each staff member and check them against your workflow. Choose a basic package or bundle with case management or billing tools for even greater efficiency.

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How Successful Trial Lawyers Use Clio to Organize Their Practice

Clio

You can easily generate court forms with pre-populated data from Clio Manage to reduce the risk of errors, save regularly used form sets, and even collect signatures electronically. You can easily access and manage services for all your upcoming depositions from within each Clio matter. Forgot a document? Let the timer run.

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