Clio

JULY 7, 2025

Some of the main responsibilities of a legal engineer include: Designing and automating legal workflows: Mapping and building automated workflows for tasks like contract review, compliance checks, and client intake processes. Instead, they help lawyers and paralegals work more efficiently by improving the processes behind legal work.

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Paralegal Document automation Compliance Law firm 52

Clio

DECEMBER 16, 2024

Clio File Clio File was also unveiled in July, giving users the ability to file court documents directly from Clio Manage. Clio File simplifies the e-filing process, allowing you to manage your e-filing within your practice management software.

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e-filing Time-tracking e-records Legal technology 59

Clio

MAY 12, 2025

Calendar syncing : Avoid missed deadlines for probate filings or trust administration by syncing key dates across your teams calendars and client matters. Document management : Store and organize estate planning documents, probate court filings, and client correspondence securely, with easy access whenever needed.

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Estate planning Attorney e-filing Document automation 52

Rocket Matter

MARCH 26, 2025

On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.

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Law firm Time-tracking Law Law 52

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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Time-tracking Client Intake Software Law firm 52

Centerbase

MARCH 31, 2025

Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. Task and Workflow Automation Automation tools can handle a range of tasks, from updating client records to generating routine legal documents.

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Law firm Time-tracking Law Law 52

Clio

MARCH 19, 2025

Are clients or other parties waiting on its completion? Is there a non-flexible deadline that must be met, such as court deadlines ? Keep it simple for clients: When it comes to client-facing tasks, it never hurts to reduce friction wherever you can. How urgent is it? Will it need legal or ethical oversight?

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Law firm Law Law Time-tracking 52

Above the Law - Technology

MARCH 15, 2023

He also served on two Utah Supreme Court task forces that led to the creation of the Utah Sandbox. Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

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LawSites

JULY 28, 2021

Law practice management company Clio has acquired the automated court-calendaring company CalendarRules , Clio’s first acquisition since becoming the first law practice management company to achieve unicorn status earlier this year and its second acquisition ever. Syncing court dates to calendars in Microsoft Outlook and Google Calendar. “By

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Court Client Intake Practice management Law firm 98

Lawmatics

JULY 9, 2024

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

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Client Intake Criminal Defense Estate planning Compliance 40

Rocket Matter

OCTOBER 19, 2022

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

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Clio

SEPTEMBER 18, 2024

Clients expect live chat to be instantaneous. For example, a lawyer can’t answer queries from website visitors when they’re in court, with another client, or on the go). Benefits of chatbots for lawyers The 2020 Legal Trends Report found that 79% of potential new clients expect a response within 24 hours of reaching out.

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Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. After integrating this information, users can use MerusCase’s batch scanning, predictive search and auto-population tools to digitize, search and complete standardized court forms and legal documents.

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Attorney Client Intake Time-tracking Practice management 113

Lawmatics

APRIL 18, 2024

A legal client intake form is a crucial document used by law firms to gather essential information about a client and their legal matter. Legal client intake automation, including the use of an intake process template, streamlines the intake process so legal teams can prioritize casework.

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Attorney at Work

APRIL 30, 2021

to Canada to specifically help convert internet browsers into right-fit clients for lawyers in family law, and has been used by both small boutique firms and family law groups within larger full-service national firms. For those who are more DIY, there are lots of ways to create easy-to-complete electronic client intake forms.

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Lawyer Client Intake Law firm Attorney 145

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. What is the Purpose of an Intake Software? The post What is Intake Software? What is the Most Popular Legal Software?

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Software Client Intake Document management Billing software 52

Attorney at Work

OCTOBER 1, 2021

With zero need for training, it works eerily well to provide a transcript of your call and can even display a scrolling readout during the session (like having closed captioning and a court reporter). Another great use is during client intake interviews, where you want to provide undivided attention but also preserve every fact.

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Time-tracking Virtual Meeting Client Intake Lawyer 141

Clio

OCTOBER 7, 2024

This is why Clio is focused on improving the client intake process and offering a frictionless experience for law firms and their clients. These questionnaires reduce the need for repeated information requests and give clients peace of mind, knowing their sensitive data is handled securely.

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Client Intake Time-tracking Law firm e-filing 97

Attorney at Work

JANUARY 27, 2022

Family Law Software helps divorce professionals calculate child support, prepare financial forms for the court, value defined benefit pensions, divide assets, and do financial projections. The aim is to help clients consider alternatives and understand the implications of their decisions. Field of law: Family. Field of law: Employment.

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CaseFox

JUNE 22, 2023

They also assist lawyers in the client intake process and trial preparation. Whereas the responsibilities of lawyers include offering legal service to clients, counseling clients, representing clients in court. Lawyer’s responsibilities also include advocating clients for their rights.

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Paralegal Lawyer Legal advice Attorney 98

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Cutting the fluff from client intake . Is your client intake process efficient ?

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Legal CRM Law firm Client Intake Law 52

Rocket Matter

SEPTEMBER 14, 2022

Due to the high demands of criminal defense, you need to spend the majority of your time focusing on your clients to provide the best care and arguments in court. Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients.

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Criminal Defense Client Intake Document automation Time-tracking 52

Clio

SEPTEMBER 11, 2024

Practice management software, such as Clio Manage , can streamline your firm’s workflows, while Clio Grow can boost your client intake efforts. Arizona In 2020, the Arizona Supreme Court adopted changes to the state legal ethics rules which eliminated Rule 5.4. Who typically owns a law firm? legal industry.

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CaseFox

DECEMBER 8, 2023

New Year’s resolutions for lawyers can be more challenging than others as they have to balance legal matters, clients, court dates, and personal life. All your texts should be professional and you should be texting clients only when needed. Text your clients for logical purposes only.

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Client Intake Time-tracking Law firm Software 52

Lawmatics

AUGUST 8, 2023

Despite initial restrictions, like those imposed by US District Court judges and law schools like Berkeley and the University of Michigan, legal tech evangelist Nicole Black argues that these technologies should be embraced as valuable tools to streamline work and increase efficiencies. is from the 9th Circuit Court, 'Johnson v.

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Client Intake Legal research Machine learning Court 52

LawSites

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Responses are then mapped to court forms or document templates. Here is a round-up of those updates. Lawyaw New York State Bar Association Contact Packages.

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Practice management Client Intake Document automation Law firm 69

CaseFox

JUNE 29, 2023

Legal motions allow parties to assert their rights, and seek relief from the court regarding certain cases. They can also present arguments in front of the court with the help of legal motions. The process of legal motion requires the submission of a written formal request to the court.

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Client Intake Court Failure-to-appear Defendant 52

LawSites

FEBRUARY 9, 2023

One was what many viewed as a pair of ill-conceived publicity stunts – first when Browder offered to pay a lawyer $1 million to argue a case in the Supreme Court guided via AirPods by DoNotPay’s artificial intelligence, and the other when Browder said he would send a pro se litigant into traffic court guided by DoNotPay’s AI whispering in his ear.

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Client Intake Paralegal Document management Court 52

LawSites

FEBRUARY 7, 2023

Gavel founder and CEO Dorna Moini joins LawNext this week to discuss how her company has evolved from document automation to come to support law firms, courts, legal aid organizations, and even legal tech companies such as Hello Divorce, as they build tools to automate legal services.

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Law firm Document automation Client Intake Document management 52

Lawmatics

FEBRUARY 13, 2024

Here are some common types of software used by lawyers today: Client intake software: Legal client intake software streamlines the process of attracting leads, following up with them, engaging them, setting up a consultation, and ultimately securing and onboarding them as paying clients.

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Lawyer Client Intake Time-tracking Document automation 52

Legal Tech Monitor

MARCH 15, 2023

He also served on two Utah Supreme Court task forces that led to the creation of the Utah Sandbox. Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software.

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Client Intake Law Law Document management 52

Clio

FEBRUARY 16, 2023

Persuasion Knowing how to get buy-in is essential, whether you’re courting a prospective client or arguing a case in front of a judge. For more information, start with our free webinar on How To Bridge The Communications Gap With Your Clients.

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Lawyer Client Intake Law firm Court 75

LawSites

APRIL 6, 2022

“Lawcus is a modern user-friendly all-in-one legal software with practice management, client intake, billing, case management, trust accounting, a built-in CRM and advanced complex automation capabilities designed to manage and grow successful law firms of any size.” Here are this week’s 10 most recent additions: Lawcus.

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Legal technology Legal technology Bankruptcy Client Intake 52

Clio

AUGUST 28, 2024

Existing technology (like security cameras) can guide lawyers when presenting this type of evidence in court. This emerging area of law is broad and can require lawyers to act as advisors, compliance consultants, policy analysts, risk assessors, and plaintiffs in court. But technology can also change how law firms operate.

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Legally Speaking

JANUARY 21, 2023

Clio also offers collaboration tools that allow multiple members of a legal team to work together, as well as integrations with other legal-specific technologies such as court rules and e-filing. Utilising an efficient intake process to increase revenue. Clio was founded in 2008 and is headquartered in Vancouver, Canada.

Client Intake 40

Client Intake e-filing e-records Document storage 40

Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Legal workflows. Time and expense tracking.

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