Lawmatics

APRIL 30, 2024

Legal client intake forms are critical for an efficient client onboarding process. Firms traditionally created their intake forms manually, legal client intake automation improves efficiency, reduces time spent on administrative tasks, and enhances the client experience.

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Clio

MARCH 7, 2025

For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , time tracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. But they may lack the security and compliance features needed when working in a legal context.

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Clio

APRIL 11, 2025

Immigration policy has changed quickly under Americas new government administration, and the demand for immigration lawyers is rising. As an immigration lawyer, you play an essential role helping clients navigate these murky watersand your website is key to helping you reach the people who need your expertise most.

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Lawmatics

MAY 15, 2024

Effective legal client intake is more than a mere formality—it's the bedrock of a thriving attorney-client relationship. This critical process isn't just about gathering data; it's an opportunity to deeply understand the client's legal dilemmas and aspirations. What does client intake do? Compliance.

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Clio

SEPTEMBER 11, 2024

If there has been one constant about the qualifications to own an American law firm, it has been this–you must be a lawyer. jurisdictions for decades has been that non-lawyers cannot own law firms. where non-lawyers can hold minority stakes, with more states slowly considering or adopting similar reforms. Once Rule 5.4

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Lawmatics

MAY 28, 2024

A basic new legal client intake form usually includes essential information obtained from a client, including contact information, a brief description of the legal matter, potential conflicts of interest, fee agreement details, and more. What does client intake mean for a law firm? Address client needs.

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Clio

JUNE 24, 2025

AI-powered solutions for lawyers address the unique challenges small legal practices face: Wearing too many hats. When you’re the lawyer, office manager, and IT department all rolled into one, routine tasks eat up hours you could spend on client work. Will AI replace lawyers? ” The short answer: no.

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Clio

MAY 12, 2025

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Built-in compliance. Regulatory support.

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Rocket Matter

OCTOBER 3, 2023

so that a firm can do an autopsy of its workflow and make tweaks to enhance productivity. However, anything longer than that and you may be short-changing your clients, who expect the time they are paying for to be used wisely. Measuring time in increments longer than 6 minutes could also risk compliance violations since rule 1.5

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Rocket Matter

MARCH 11, 2025

Rocket Matter is designed specifically for legal professionals and has built-in safeguards to promote compliance. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Download free guide 6. If the process is bumpy, they may go elsewhere for the legal support they need.

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Centerbase

APRIL 14, 2023

For many law firms, the “client experience” is simply about results: if lawyers win a case or close a deal, they consider that a positive experience. Resolving a problem is offering good client service. Meeting basic client expectations for good service won’t be enough to stand out to new clients among your competitors.

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Rocket Matter

DECEMBER 16, 2024

For most lawyers, financial management is the area of practicing law that causes the most stress. 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Trust accounting is vital for regulatory compliance and client trust. We completely get it.

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Rocket Matter

OCTOBER 23, 2024

These specialized tools ensure your CRM works the way your firm operates, enhancing both productivity and compliance. Advanced automation : Automate everything from client intake to case updates. Get free guide How to Master Your Law Firm’s Time and Billing Lawyers have a heavy workload.

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Percipient

JANUARY 20, 2025

Even clients are on board70% say theyre fine with or even prefer working with firms that use AI. As AI keeps evolving, its clear that lawyers and firms who embrace these tools now will have a big advantage in the future. Plus, fewer mistakes mean clients can trust the work is solid. So, how can you get in on it?

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Clio

APRIL 15, 2025

Whether handling client intake, managing case timelines, or automating routine tasks, having the right tools in place will help your firm stay organized and focused on your clients. Allows legal professionals to stay connected with their clients, cases, and colleagues even while on the go or when away from the office.

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Dennis Kennedy

DECEMBER 14, 2023

Ethical Implications of Generative AI for the Michigan Lawyer: Navigating the Digital Landscape Frequently Asked Questions (December 2023 Version) Dennis Kennedy* Executive Summary How might the evolution of generative AI impact the legal profession in the next 5-10 years? What is the lawyer’s duty of technology competence? Absolutely.

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Rocket Matter

APRIL 30, 2025

These ground-shaking transformations raise critical questions about the future of law firms : How can the use of AI improve lawyers' productivity while upholding ethical standards? Are staff fully prepared to use AI without compromising client confidentiality? Here are a few key takeaways: 1. The good news? Download free guide 5.

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Rocket Matter

DECEMBER 17, 2024

While they will continue to serve lawyers and law firms, modern clients demand innovation. Lawyers face more competition than ever, and you need a way to differentiate your firm from your competitors. Todays clients expect you to deliver quick, transparent, and cost-effective services.

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Attorney at Work

JANUARY 27, 2022

I’d like to shine the spotlight on emerging vertical tools that address the needs of lawyers in specific fields like immigration, family law, or (my field) intellectual property. TrackWithEase is a transaction management solution for real estate lawyers. To be clear, I’m not endorsing the following products. and Canada.

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Lawmatics

FEBRUARY 13, 2024

After all, from the onset of technology in the workplace to the popularity of the internet, social media, legal software, and working remotely, lawyers have always adjusted to new technologies to remain relevant. How has technology changed being a lawyer in the last 15 years? What software do lawyers use today?

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Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. Legal intake software creates a repeatable process that allows law firms and legal departments to spend more time on billable work.

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Clio

AUGUST 28, 2024

These growth areas don’t only affect new lawyers who are interested in transitioning to these eight fields. They also impact more experienced lawyers whose current area of practice overlaps with these emerging areas of practice. For example, employment lawyers need to stay up to date on regulatory changes and laws related to labor law.

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Clio

MARCH 19, 2025

Task delegation strategies for law firms add another variable to consider: Certain tasks require oversight from lawyers for both ethical and compliance reasons. Are clients or other parties waiting on its completion? And no amount of strategic legal task delegation can remove that responsibility from the lawyers in your firm.

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Law Technology Today

SEPTEMBER 1, 2023

Maintaining IOLTA trust compliance and segregating earned and unearned funds are central to the best legal billing software. Protecting client data is non-negotiable, and PCI compliance is key. Ease of implementation is a linchpin when considering potential software providers.

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Rocket Matter

AUGUST 22, 2024

Understanding the legal framework surrounding eSignatures is crucial for lawyers who want to integrate this technology into their practice without a hitch. Let’s discuss the legality of eSignatures, their enforceability, and how lawyers can leverage them effectively within their practice while maintaining compliance.

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Clio

JULY 16, 2024

Law school prepares lawyers for many challenges, but managing a law firm’s finances is not typically one of them. Managing the firm’s books and ensuring financial accuracy and compliance fall outside the traditional legal curriculum.

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Rocket Matter

MAY 26, 2025

Stop Letting Admin Tasks Eat into Billable Time Client intake, scheduling meetings, setting follow-ups, and tracking time and expenses are all essential, but they dont directly generate revenue for your firm. Dont Let Time Tracking Errors Drain Your Revenue Did you know the average lawyer only bills 2.9 Download free guide 7.

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CaseFox

JULY 25, 2023

It has also revolutionized the way lawyers practice law and interact with clients. In this article, we will delve into the transformative impact of technology for lawyers. Online legal databases and research platforms provide lawyers with access to a vast repository of legal resources.

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Lawmatics

DECEMBER 5, 2023

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. But it must be the right legal tech. Appointment scheduling.

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Lawmatics

NOVEMBER 7, 2023

Here are just some of the ways AI is currently in use in the legal industry: Client intake. AI makes it easy for firms to create their own intake process and efficiently capture client information with client intake form templates. Regulatory compliance. Legal research. Data analytics.

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Rocket Matter

OCTOBER 12, 2023

Non-compliance. Prospective clients like to choose a lawyer who has the experience to help. Saying goodbye to chasing down clients for payments. Another feature of a strong legal payment processor is mobile capability. Get free guide How to Master Your Law Firm’s Time and Billing Lawyers have a heavy workload.

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Rocket Matter

DECEMBER 29, 2022

It’s a well-established fact that lawyers work a lot of hours. In fact, a significant number of lawyers average more than 40 hours per week. While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload.

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Lawmatics

JUNE 25, 2024

The client intake process in a law firm typically requires the use of an intake process template. This template is used to gather essential client information that will be used to determine whether a potential client is a fit for a firm and whether their case has legal merit. Tailored for each client.

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Clio

SEPTEMBER 3, 2024

Legal billing software helps law firms manage the multi-faceted process of billing legal clients more effectively and efficiently. Security features: Ensure the protection of client data and ensure compliance with industry rules and regulations. Compliance. It enriches a tech stack.

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Rocket Matter

MARCH 26, 2025

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 Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.

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Rocket Matter

AUGUST 8, 2024

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 Every lawyer knows the frustration of outstanding client invoices. This is where a well-crafted lawyer debt collection letter becomes invaluable.

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Rocket Matter

JULY 24, 2023

AI has its drawbacks, many of which we may not even know about yet, and lawyers want to protect their firm and their clients. This makes it an excellent tool for the client intake process, marketing, and general client communications. Here’s how you can implement ChatGPT at your legal practice today.

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