Remove Case management Remove e-filing Remove Virtual Meeting
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Clients Are Spending More on Legal Tech: Can Smaller Firms Keep Up?

Attorney at Work

For practice management and case management systems, look for Service Organization Control 2 (SOC 2) compliance, which assures clients that your firm has the infrastructure, tools and processes in place to protect sensitive information from unauthorized access. Legal tech meets fintech. Remote work is here to stay.

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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.

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5 Tips for Making the Transition to Virtual Law Firm Status

Attorney at Work

The truth is that, as long as pleadings are filed in a timely manner, discovery is completed, client questions are answered, and everyone complies with ethics rules, it really makes no difference if the work is done at 9 a.m. This can help streamline how you manage client files and run your practice. Transition to E-signatures.

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