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.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 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 easy is your current process?

Legal software 52

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.

Client Intake 40

Client Intake e-records Analytics Document automation 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

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.

Lawyer 98

Lawyer Client Intake e-filing e-discovery 98

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?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

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

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.

Software 40

Software Time-tracking Client Intake Legal software 40

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 Legal CRM 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