Rocket Matter
NOVEMBER 25, 2024
Contract Management Systems Contract management systems streamline entire contract lifecycles from their creation to their execution and eventual storage in one easily accessible location. These systems ensure compliance and are designed to mitigate the risks that can come with contract management.
Percipient
MARCH 31, 2025
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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Percipient
MAY 30, 2025
It takes those repeatable legal processes, like client intake, document review, or approvals, and automates them. Legal practice management software helps take that weight off your plate by handling repetitive steps automatically. Percipient isnt a full contract management platform, and its not a self-serve tool.
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.
Percipient
JANUARY 20, 2025
For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs. Their tailored onboarding process and collaborative feedback loop make it a standout choice for organizations looking for accuracy, efficiency, and a partner in their contract management process.
LawSites
MAY 2, 2023
Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.
Bigfork Tech
FEBRUARY 22, 2023
An intake form collects all the necessary information an organization or department needs to properly assess and route an individual or request through a business process. Examples like client intake or project intake. Why is the client intake form so important?
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