Clio

JANUARY 15, 2024

Prepare for client intake before you meet your next client If you have yet to set up an automated client intake system, 2024 is the year to do it. A streamlined client intake system will save you time and eliminate the added potential for human error that comes with manual data entry.

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Lawyer Client Intake Time-tracking Law firm 98

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

Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

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Law firm Client Intake Criminal Defense Time-tracking 52

Legal Tech Monitor

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

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LawSites

FEBRUARY 7, 2023

Last week, Documate , the no-code document automation platform, rebranded as Gavel , a move designed to better reflect the company’s mission to become the platform of choice for legal professionals and legal organizations wanting to “productize” the delivery of legal services by packaging services as online legal products.

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Law firm Document automation Client Intake Law 52

Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

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Criminal Defense Client Intake Document automation Time-tracking 52

LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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LawSites

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

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NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

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Legal Tech Monitor

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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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. Document management.

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Time-tracking Client Intake Document automation Software 52

Clio

MARCH 8, 2024

Are you using different tools for billing, case management, payments, document automation, reporting, calendaring, etc.? When using traditional methods, lawyers and firm staff may talk to the potential client over the phone or via email, often with a lot of back and forth. How comprehensive is your current product offering?

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Legal software Legal software Software Client Intake 52

LawNext podcast

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

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Client Intake e-records Analytics Document automation 40

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. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Responses are then mapped to court forms or document templates.

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Client Intake Practice management Document automation Law firm 59

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. If you maximize your performance at each touchpoint, you’re more likely to end up with a happy client and a healthy relationship. Download free guide 2.

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Client Intake Time-tracking Law Law 52

Legal Tech Monitor

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. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Responses are then mapped to court forms or document templates.

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Client Intake Practice management Document automation Law firm 52

Legal Talk Network

JUNE 28, 2022

Here’s just a snapshot of some of the different types of legal tech your law practice can choose from: Accounting Billing / Accounts Receivable (AR) Client Intake / Client Relationship Management (CRM) Document Automation Legal Research Payment Processing Practice Management Records Management.

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Law firm Client Intake Law Law 52

Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. Client intake forms . what steps do they take before signing on as a client? Automated workflows and reporting . Streamlined client intake forms .

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Law firm Time-tracking Client Intake Law 52

LawSites

OCTOBER 10, 2022

Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Last year, Clio acquired the document automation platform Lawyaw, which includes standard court forms to automatically populate these forms. Effective Oct.

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Lawmatics

APRIL 13, 2023

.” — Wyoming State Bar While delegation is a proven method for driving efficiency, law firms don’t always need to delegate work from managing attorneys to associate attorneys or staff; automating tedious tasks and processes is much more effective.

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Clio

JUNE 21, 2023

By using automation tools to streamline the process, lawyers can free up time that they can spend serving clients. Lawyaw: For creating personalized engagement letters quickly Lawyaw’s cloud-based document automation software makes it easy to turn a firm’s existing Word files into reusable templates.

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Rocket Matter

APRIL 4, 2023

To update the document, team members have to catch every past customization, update it on a new file, and manually add in the new client’s information. Instead of spending all of that time on data entry and updates, look for a legal practice management tool that offers document automation.

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Centerbase

FEBRUARY 15, 2023

Good legal technology helps lawyers rid themselves of mundane or repetitive tasks through workflow and document automation. An organized and automated system will help to ensure that no billable hour goes untracked. A healthy client relationship can lead to years of business.

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LawSites

JUNE 13, 2022

Jack Newton is the founder and CEO of the legal technology company Clio , whose products include Clio Manage for practice management and Clio Grow for CRM and client intake. Last year, it acquired two additional products, Lawyaw for document automation and Calendar Rules for court calendaring.

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Practice management Workers Compensation Software Client Intake 98

MatterSuite

NOVEMBER 28, 2022

It is providing them with necessary features like document automation , accounting, online payments, legal billing , client intake, communication, matter management systems, and a lot more. It is helping them to manage multiple tasks seamlessly from anywhere with following legal and corporate compliance.

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Time-tracking Legal outsourcing Client Intake Compliance 52

Legodesk

JANUARY 18, 2022

Best Automation Features for Lawyers After knowing about the benefits of automation features for lawyers, now let’s discuss the center of attention of this blog. Document Generation There is no shortage of long paperwork that lawyers have to prepare, from attorney retainer agreements to affidavits.

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Lawyer Time-tracking Client Intake Software 52

3 Geeks and a Law Blog

OCTOBER 23, 2023

The book provides an overview of key technologies transforming the legal industry like automation, AI, blockchain, document automation, CLM, and more. Levy pointed to document automation and AI. Moini noted that intake and forms digitization can be a first step for laggards.

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Legal tech Legal tech Document automation Hearing 147

Rocket Matter

NOVEMBER 3, 2022

Automated text messages and emails to leads after they call you . Email drip campaigns to stay top-of-mind with previous clients (and score those referrals from happy customers). Customizable intelligent client intake forms that pre-qualify leads . Document automation . Reporting and analytics .

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Lawyer Time-tracking Billing software Practice management 40

Clio

JANUARY 30, 2024

Document management Paperwork is an inextricable part of practicing law, but dealing with documents doesn’t have to be as tedious or time-consuming as it has been in the past. However, some states require wet signatures for documents like wills. Legal technology can help make e-signatures easier and more secure.

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Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

OCTOBER 24, 2022

Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. . Document automation . Don’t: Work outside your scope . Time and expense tracking . Legal billing

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Lawmatics

DECEMBER 5, 2023

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.

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Legal tech Legal tech Client Intake Time-tracking 52

Lawmatics

AUGUST 8, 2023

Marketing & Intake On the client interface side, LM[AI] incorporated into Lawmatics provides an all-in-one CRM solution, saving valuable time by generating professional email copy with a single click. At the same time, Gideon streamlines client intake and document automation for a more effective process.

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Legal Tech Monitor

OCTOBER 23, 2023

The book provides an overview of key technologies transforming the legal industry like automation, AI, blockchain, document automation, CLM, and more. Levy pointed to document automation and AI. Moini noted that intake and forms digitization can be a first step for laggards.

Legal tech 52

Legal tech Legal tech Document automation Hearing 52

Lawmatics

JULY 11, 2023

Streamline intake. Legal specialty software automates intake with customizable client intake forms, document request templates, automated appointment scheduling and follow-ups, and e-signature capabilities to take the headache out of client management tasks. Document management.

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Software Time-tracking Client Intake Legal software 40

Lawmatics

JULY 13, 2023

Here are 7 marketing automation examples that law firms can use marketing automation in their practice: 1 Automated Intake Process Streamline the client intake process by automating lead capture, qualification, and follow-up.

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