Remove Client Intake Remove Compliance Remove e-records
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5 Best Legal Workflow Automation Software Tools in 2025

Percipient

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. But not every tool is built the same.

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What is a Client Intake Form?

Lawmatics

A client intake form , often found on a law firm’s website, is used by law firms and legal professionals to gather essential information from potential clients during the initial consultation or intake process. What are the benefits of a client intake form? Risk Management. Conflict Checking.

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Essential Tools for Virtual Estate Planning Attorneys

Clio

Receive the added benefit of software that understands estate planning regulations and legal compliance so you can be assured your work is error-free. Benefits of practice management software: Improved client experience. Built-in compliance. Some prefer a quick text, others a good old-fashioned phone call. Regulatory support.

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How to Grow Your Law Firm: 10 Strategies for Sustainable Success

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book If youve been proactively working to grow your law firm , you know firsthand that the road to business success is fraught with challenges. Download free guide 6.

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Law Firm Management: The Ultimate Guide for Modern Firms

Centerbase

Managing a law firm requires more than overseeing cases and delegating tasksit demands a strategic approach that balances client expectations, regulatory compliance, and operational efficiency. This includes financial management, client communication, human resources, compliance, marketing, and technology integration.

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Clio Reconfigures Leadership Team, Naming Four to C-Suite Roles

LawSites

Clio said that Gurion’s reputation for leading marketplace, e-commerce and SaaS businesses to achieve rapid global expansion and growth, paired with his record for recruiting and developing an impressive set of leaders, will help shape the company’s next chapter for continued growth.

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The Future of Law Firms: How to Adapt in a Changing Industry

Rocket Matter

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book What will the future of law firms look like in a few years? Legal clients expect the same speed, convenience, and responsiveness from their attorneys. The good news?