Clio

APRIL 28, 2025

As an immigration lawyer, you juggle countless documents, forms, and intricate details to help clients navigate the immigration process. By leveraging AI, you can automate time-consuming tasks, freeing up more time to focus on the complex, high-value work that truly matters. This is where AI can help.

Immigration lawyer 52

Immigration lawyer Lawyer Time-tracking Law 52

Clio

MAY 12, 2025

As the popularity of digital wills and trusts rise, the expectations of estate planning clients are shifting towards virtual services. In fact, 70% of clients say they prefer working virtually with lawyers , which means modernizing your practice is more important than ever. Never leave your clients waiting.

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Estate planning Attorney e-filing Document automation 52

Rocket Matter

MAY 26, 2025

Stop Letting Admin Tasks Eat into Billable Time Client intake, scheduling meetings, setting follow-ups, and tracking time and expenses are all essential, but they dont directly generate revenue for your firm. Dont Let Time Tracking Errors Drain Your Revenue Did you know the average lawyer only bills 2.9

Law firm 52

Law firm Time-tracking Law Law 52

Above the Law - Technology

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.

Client Intake 308

Client Intake Document automation Practice management Case management 308

Attorney at Work

OCTOBER 27, 2021

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. Don’t panic!

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Client Intake Law firm Software Document automation 109

LawSites

OCTOBER 20, 2022

have entered into a collaboration agreement with the legal technology and publishing company Fastcase to develop what they say will be a state-of-the-art immigration case management and document automation platform. Automations developed by Visalaw.Ai In addition to providing NextChapter with materials from the book, Visalaw.ai

Document automation 98

Document automation Case management Immigration lawyer Bankruptcy 98

Clio

SEPTEMBER 18, 2024

Being a lawyer isn’t easy. From intaking new clients to juggling open legal cases and keeping up with administrative work, being a great lawyer requires careful management, patience, and dedication. The great news is: Chatbots for lawyers can help with all aspects of a lawyer’s day-to-day.

Lawyer 98

Lawyer Legal chatbot Client Intake Due diligence 98

Law Technology Today

JULY 17, 2023

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Checklists in Clio Grow create a standardized intake process so it is easy for anyone to provide a consistent experience for clients.

Client Intake 56

Client Intake Law firm Time-tracking Law 56

Clio

JANUARY 15, 2024

New Year’s resolutions for lawyers can be even more challenging—balancing legal career-related goals and personal ones is no easy feat. However, having a few realistic resolutions can make a big personal and professional difference for lawyers. Below are 12 realistic New Year’s resolutions for lawyers (that’s one a month!)

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

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. Conclusion.

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Law firm Law Law Client Intake 130

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.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

Rocket Matter

OCTOBER 24, 2022

While many lawyers love to brag about how much they can do at once, multitasking does more harm than good. . 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. .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Lawmatics

FEBRUARY 13, 2024

After all, from the onset of technology in the workplace to the popularity of the internet, social media, legal software, and working remotely, lawyers have always adjusted to new technologies to remain relevant. How has technology changed being a lawyer in the last 15 years? What software do lawyers use today?

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 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.

Client Intake 59

Client Intake Document automation Practice management Case management 59

Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

Client Intake 40

Client Intake Document automation Software Law firm 40

Legodesk

JANUARY 18, 2022

As a lawyer, your role is to give advice, explain your client’s rights, and then represent them in court, ensuring that their cases have the best possible outcome. Automation can help you operate your firm more efficiently, improve your clients’ overall experience, and make you a happier lawyer!

Lawyer 52

Lawyer Time-tracking Software Client Intake 52

Legodesk

JANUARY 18, 2022

As a lawyer, your role is to give advice, explain your client’s rights, and then represent them in court, ensuring that their cases have the best possible outcome. Your clients don’t just want a comprehensive and systematic investigation of their case; they also want to be kept updated at all times.

Lawyer 52

Lawyer Time-tracking Software Client Intake 52

Rocket Matter

DECEMBER 26, 2023

Artificial Intelligence that works for you If you had a nickel for every time someone talked about AI… well, you wouldn’t have to work ever again. ChatGPT was released to the public at the end of 2022, but it took the business world by storm in 2023. Understandably, many lawyers are cautious about ChatGPT and other AI tools.

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Lawmatics

DECEMBER 5, 2023

Clients expect their lawyers to provide modern, personalized, and efficient representation. In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. Client intake. Lawmatics is widely considered the #1 automation platform for law firms.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Lawmatics

JULY 7, 2023

Many lawyers spend their workdays performing non-billable administrative, financial, or marketing tasks instead of serving clients. So how can busy lawyers keep their offices running, serve their current clients and keep new ones coming in – without sacrificing quality and work-life balance? Document management.

Time-tracking 52

Time-tracking Client Intake Document automation Software 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.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

Lawmatics

DECEMBER 14, 2023

This rapidly expanding market includes the following: Practice Management Software: Solutions for centralizing client data, calendars, tracking deadlines, documents, tasks, and details for legal matters in one platform. Document Automation: Tools that generate customized legal documents like contracts, briefs, and forms from templates.

Legal tech 59

Legal tech Legal tech Document automation Dispute resolution 59

Rocket Matter

AUGUST 8, 2024

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Get free e-book Every lawyer knows the frustration of outstanding client invoices. This is where a well-crafted lawyer debt collection letter becomes invaluable.

Lawyer 52

Lawyer Practice management e-records Billing software 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. Updates to Lawyaw Updates to document automation software Lawyaw include: Questionnaires. Here is a round-up of those updates.

Practice management 69

Practice management Client Intake Document automation Law firm 69

Lawmatics

APRIL 6, 2023

On average, lawyers perform just two-and-a-half hours of billable work in an average eight-hour workday. Many lawyers waste time performing non-billable administrative, financial, or marketing tasks instead of working on their cases. How can busy lawyers serve their current clients and keep new ones coming in?

Law firm 52

Law firm Document automation Law Law 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

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.

Practice management 98

Practice management Workers Compensation Software Client Intake 98

Rocket Matter

MAY 23, 2023

Here are four ways your law firm can use automated workflows to increase profit. Time tracking saves time and money Every single lawyer needs to track time for billable hours. But manually tracking time can lead to more work than you need when it comes to creating and reviewing client invoices.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

APRIL 25, 2023

If you’re like most lawyers at small or mid-sized firms, you spend a significant portion of your days feeling torn between the billable tasks that pay your salary and the administrative work that makes your billable hours possible. Get free guide How to Master Your Law Firm’s Time and Billing Lawyers have a heavy workload.

Client Intake 52

Client Intake Time-tracking Law Law 52

Clio

MARCH 8, 2024

Today, more than ever, law firms face increased pressure to adapt and modernize to stay competitive due to the amount of tools out there that are making it easier for lawyers to reach more clients. Client expectations are also increasing with technology making online payments, online meetings, etc.,

Legal software 52

Legal software Legal software Software Client Intake 52

LawSites

OCTOBER 10, 2022

As part of its Clio Grow product, Clio now offers lawyers the ability to create simple, no-code, one-page websites. Once launched, the sites connect to other tools within Clio to enable online appointment scheduling, client intake, electronic payments and Google Analytics. Clio Now Includes Text Messaging. Effective Oct.

Electronic payment 52

Electronic payment Client Intake Document automation Time-tracking 52

Lawmatics

JULY 11, 2023

Legal case management software performs numerous functions for lawyers and law firms, such as: Track time. Legal time-tracking software allows lawyers to capture more billable hours. Streamline intake. Document management. Lawyers want to spend their time practicing law, not marketing to prospective clients.

Software 40

Software Time-tracking Client Intake Legal software 40

Lawmatics

AUGUST 8, 2023

And we’ve already seen bad lawyering play out with ChatGPT , as some legal professionals have relied heavily on ChatGPT for legal research without verifying the accuracy of the information provided, leading to sanctions. CoCounsel, a product of OpenAI and Casetext collaboration, is a reliable legal assistant tailor-made for lawyers' needs.

Client Intake 52

Client Intake Legal research Machine learning Court 52

Rocket Matter

NOVEMBER 3, 2022

Every lawyer needs a comprehensive, agile tech stack to run an efficient legal practice, but with legal tech advancing faster than ever before, it’s easy to get overwhelmed by all the options. (By Case management software assists lawyers and legal professionals in organizing caseloads. Document automation .

Lawyer 40

Lawyer Time-tracking Billing software Practice management 40

Clio

JUNE 21, 2023

A strong engagement letter gives clients clear boundaries of what they can expect while also protecting the business from misunderstandings—especially when it comes to lawyers and their clients. Running a client-centered law firm means prioritizing your clients and their experiences. What is an engagement letter?

Law firm 52

Law firm Client Intake Law Law 52

Centerbase

FEBRUARY 15, 2023

Are you trying to lower the time that lawyers spend on intake? How will legal technology help your lawyers and staff handle workloads? How can the tool help your lawyers offload non-billable tasks? How long does it take your lawyers and staff to complete these tasks? Convenience and automation.

Legal tech 52

Legal tech Legal tech Law firm Time-tracking 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. Here is a round-up of those updates.

Practice management 52

Practice management Client Intake Document automation Law firm 52