Rocket Matter

DECEMBER 17, 2024

These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Streamline Document Management Manual document management can be a time-consuming drain on resources.

Law firm 52

Law firm Law Law Legal CRM 52

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. For example, law firms can benefit from automation in the following key areas: 1.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Percipient

JANUARY 20, 2025

Document Automation Document automation makes creating legal documents like contracts, NDAs, and settlement agreements faster and easier. AI Contract Review AI contract review makes managing contracts a lot simpler. Not really.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

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.

Client Intake 59

Client Intake e-records Analytics Document automation 59

Lawmatics

DECEMBER 5, 2023

In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing. Client intake.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

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 Document management 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

Lawmatics

FEBRUARY 13, 2024

Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents. Legal professionals deal with vast amounts of information, documents, and data.

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Lawyer Client Intake Time-tracking Document automation 52

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.

Client Intake 52

Client Intake e-records Analytics Document automation 52

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.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Lawmatics

APRIL 6, 2023

But regardless of the setting, most lawyers can automate a large portion of their work with current technology. What Legal Processes Can Be Automated? With legal workflow automation, law firms can automate a myriad of tasks – from billing to document management – while eliminating errors and reducing overhead.

Law firm 52

Law firm Document automation Law Law 52

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

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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Client Intake Criminal Defense Law firm Software 40

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.

Client Intake 40

Client Intake e-records Analytics Document automation 40

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 easy is your current process?

Legal software 52

Legal software Legal software Software Client Intake 52

Rocket Matter

MAY 23, 2023

Here are four ways your law firm can use automated workflows to increase profit. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things. So take a step back and consider what workflows will have the biggest immediate impact on your firm.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 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

MatterSuite

NOVEMBER 28, 2022

From the first case issue until the case’s final trial, the in-house legal department must manage a variety of responsibilities, tasks, and client demands. But what does effective time management entail? It is helping them to manage multiple tasks seamlessly from anywhere with following legal and corporate compliance.

Time-tracking 52

Time-tracking Legal outsourcing Client Intake Compliance 52

Rocket Matter

AUGUST 8, 2024

Offer clients a convenient way to pay online, reducing manual processing. Document Automation. Create documents with pre-defined templates to streamline document management and save time. Send invoices automatically and set up reminders to prompt timely payments. Secure Online Payments.

Lawyer 52

Lawyer Practice management e-records Billing software 52

Rocket Matter

SEPTEMBER 1, 2024

Research Legal Workflow Software Next, research the various legal workflow automation software available that could ease the administrative burden in different areas of your practice. Whether it’s client intake, document management, or billing, there are numerous solutions designed to help law firms operate more efficiently.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

JANUARY 30, 2024

This means better service for clients (and cuts the cost of having a full-time in-house staff member fielding calls). 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.

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