Legal Tech Monitor

MARCH 7, 2023

This year, the first-place winner was Universal Migrator , a tool for transferring law firm data from one practice management application to another. Winning third place was Fidu , a practice management platform specifically designed to support lawyers providing legal services on a subscription basis.

Client Intake 59

Client Intake Document automation Practice management Judge 59

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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Client Intake Electronic payment Time-tracking Practice management 98

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.

Law firm 52

Law firm Document automation Client Intake Law 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 54

Client Intake e-records Analytics Document automation 54

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

LawSites

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows.

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Client Intake Practice management Document automation Law firm 58

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

Legal Tech Monitor

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows.

Client Intake 52

Client Intake Practice management Document automation Law firm 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

Rocket Matter

APRIL 4, 2023

Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software.

Time-tracking 52

Time-tracking Practice management Document automation Software 52

LawSites

JUNE 13, 2022

In light of that, I reached out to CEOs and executives at several practice management companies for their thoughts on the deal — including on how it may impact their partnerships with LawPay going forward. 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 93

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.

Client Intake 52

Client Intake Time-tracking Law Law 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.

Law firm 52

Law firm Law Law Client Intake 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 .

Law firm 52

Law firm Time-tracking Client Intake Law 52

Rocket Matter

NOVEMBER 3, 2022

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 . Reporting and analytics tools take the data from your legal practice management software and break it down into variables for you to review.

Lawyer 40

Lawyer Time-tracking Billing software Practice management 40

Clio

JANUARY 30, 2024

While each law firm’s optimal tech stack depends on factors like firm size and practice area, it’s a good bet to start with the basics, then add in tech tools to fill gaps, enhance productivity, and better serve your specific client base. Document management tools then help you safely store and access those documents.

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Lawyer Client Intake e-filing e-discovery 98

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. Lambert prompted the guests to identify low-hanging fruit legal technologies those new to practice should focus on. Levy pointed to document automation and AI.

Legal tech 147

Legal tech Legal tech Document automation Hearing 147

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

Also, consider using email less and implementing legal practice management software. A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . Document automation .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

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. 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

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.

Client Intake 52

Client Intake Legal research Machine learning Court 52

Rocket Matter

MAY 23, 2023

Automation workflows are typically part of your firm’s practice management software , which is designed to help law firms operate more efficiently. Let’s be clear, though. Automation is not a way to replace all administrative staff with computers, and it isn’t a magic wand that can fix all your problems at once.

Time-tracking 52

Time-tracking Document automation Client Intake Legal CRM 52

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.

Time-tracking 52

Time-tracking Analytics Document automation Law firm 52

Lawmatics

AUGUST 1, 2023

Separate team communication from client communication. Law practice management technology? Manage, organize, store, and retain client communications via email, text, and through a secure client portal. For unscheduled team communications, determine what tools you will utilize. Teams chat?

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

DECEMBER 14, 2023

The use of tech in law firms has increased from advances in AI-powered solutions to the proliferation of practice-specific tools like contract lifecycle management tools or practice management software to operational tools like CRMs and billing software. What are the Benefits of Technology in the Legal Field?

Legal tech 59

Legal tech Legal tech Intellectual Property Dispute resolution 59

Lawmatics

APRIL 6, 2023

Automation helps legal teams and law firms to string together various manual processes, such as client intake , to make everyday workflows more scalable. In addition, it saves money by reducing the costs of creating and storing documents. Legal workflows. Time and expense tracking. But how exactly does it work?

Law firm 52

Law firm Document automation Law Law 52

Lawmatics

JANUARY 9, 2024

As initial legal AI tools emerge focused on functions like contract analytics and workflow support, nearly 40% envision meaningful process automation opportunities – though uncertainty persists over how quickly evolving AI will transform daily operations. What Is the Most Used Legal Technology?

Analytics 52

Analytics Client Intake Time-tracking Practice management 52