Clio

MARCH 8, 2024

For example, if you’re sticking with your existing system for client intake instead of using a solution that allows you to drastically reduce time spent on intake, appointment bookings, and creating engagement letters, you could be leaving money on the table.

Legal software 52

Legal software Legal software Software Client Intake 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.

Client Intake 98

Client Intake Electronic payment Time-tracking Practice management 98

Lawmatics

DECEMBER 7, 2023

Legal software is technology specifically designed to assist legal professionals in managing the various aspects of their work – document management, case management, time tracking, billing, and more. There are numerous types of legal software programs tailored to various user needs.

Legal software 52

Legal software Legal software Software Time-tracking 52

LawSites

MAY 2, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 54

Client Intake Contract management Document management Software 54

LawSites

APRIL 10, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 54

Client Intake e-records Analytics Document automation 54

Legal Tech Monitor

MAY 2, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake Contract management Document management Software 52

Legally Speaking

JANUARY 21, 2023

About Clio Clio is a legal practice management software that is designed to help law firms, solo practitioners, and legal departments manage their practice and client relationships. It offers a wide range of features, including client and matter management, document management, time tracking, billing, and task management.

Client Intake 40

Client Intake e-filing e-records Document storage 40

Legal Tech Monitor

APRIL 10, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

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. Legal workflows.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

LawSites

MAY 9, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors.

Client Intake 56

Client Intake e-records Legal tech Legal tech 56

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

LawSites

APRIL 4, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 56

Client Intake Practice management Document management Software 56

Legal Tech Monitor

MARCH 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 52

Client Intake Practice management Document management Law firm 52

Legal Tech Monitor

MAY 9, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors.

Client Intake 52

Client Intake e-records Legal tech Legal tech 52

LawSites

FEBRUARY 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Law firm 52

Law firm Document automation Client Intake Law 52

Legal Tech Monitor

APRIL 4, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake Practice management Document management Software 52

Legal Tech Monitor

MARCH 15, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 52

Client Intake Law Law Document management 52

LawNext podcast

MAY 1, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 40

Client Intake Contract management Document management Software 40

LawSites

FEBRUARY 9, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 52

Client Intake Paralegal Document management Court 52

LawSites

MARCH 21, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 54

Client Intake Law Law Document management 54

LawNext podcast

APRIL 10, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 40

Client Intake e-records Analytics Document automation 40

Legal Tech Monitor

MARCH 21, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 52

Client Intake Law Law Document management 52

Legal Tech Monitor

APRIL 1, 2023

For client intake, your written procedures might cover how to have a meeting with the client and how best to get information from them. For the firm’s case management, SOPs might tell people what to do when opening a new matter. For the firm’s case management, SOPs might tell people what to do when opening a new matter.

Lawyer 59

Lawyer Client Intake Time-tracking Document management 59

LawNext podcast

MARCH 7, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 40

Client Intake Practice management Document management Law firm 40

LawNext podcast

MAY 9, 2023

Lawmatics , providing legal client intake, law practice CRM, marketing automation, legal billing, document management, and much more, all in one easy-to-use law practice software. Thank You To Our Sponsors This episode of LawNext is generously made possible by our sponsors.

Client Intake 40

Client Intake e-records Legal tech Legal tech 40

LawNext podcast

APRIL 3, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 40

Client Intake Practice management Document management Software 40

LawNext podcast

MARCH 13, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Client Intake 40

Client Intake Law Law Document management 40

LawNext podcast

FEBRUARY 21, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks.

Paralegal 40

Paralegal Client Intake e-filing Document management 40

Centerbase

MAY 31, 2023

Also consider how you can implement technology designed to support them working more efficiently, such as tech platforms that enable them to streamline calendaring , simplify document management , improve billing practices , and handle other strategic tasks.

Law firm 52

Law firm Document management Client Intake Legal technology 52

LawNext podcast

FEBRUARY 9, 2023

Paradigm , home to the practice management platforms PracticePanther , Bill4Time , MerusCase and LollyLaw ; the e-payments platform Headnote ; and the legal accounting software TrustBooks. If you enjoy listening to LawNext, please leave us a review wherever you listen to podcasts.

Client Intake 40

Client Intake Paralegal Document management Court 40

LawSites

APRIL 6, 2022

“Lawcus is a modern user-friendly all-in-one legal software with practice management, client intake, billing, case management, trust accounting, a built-in CRM and advanced complex automation capabilities designed to manage and grow successful law firms of any size.” ” NextChapter BK.

Legal technology 52

Legal technology Legal technology Client Intake Bankruptcy 52

Lawmatics

MAY 18, 2023

Personalized Follow Ups Manually following up with everyone that calls your firm or fills out a client intake form is extremely time consuming. Automatic follow-ups with a personalized touch will engage your clients from day one, establishing trust and making them feel valued.

Client Intake 52

Client Intake Time-tracking Software Law firm 52

Attorney at Work

JANUARY 27, 2022

When discussing legal tech as an industry, we often focus on horizontal solutions — research, document management, case management, practice management — that apply to law firms regardless of practice area. These are the promised benefits of legal tech. Field of law: Employment. Headquarters: Eagan, Minn.

Legal software 101

Legal software Legal software Intellectual Property Software 101

Lawmatics

JUNE 8, 2023

Many case management systems and CRMs integrate with tools like email, calendar, or document management systems. 1 From Friction to Flow: Automating Your Law Firm's Client Intake Process You understand how important it is to provide personalized and efficient services to your clients.

Estate planning 52

Estate planning Time-tracking Lawyer Client Intake 52

Clio

MARCH 14, 2024

And, from a client’s perspective, a smoother and more convenient signing experience can add to a more positive overall client experience. Easier document management. Once an e-signature is collected, there’s no need to scan or physically mail documents, and documents can be easily managed electronically.

e-records 102

e-records e-filing Client Intake Court 102

Legal Tech Monitor

NOVEMBER 2, 2023

Firms are investing in comprehensive platforms that can streamline operations across the board, from client intake to document management. Enhancing client services. The report finds that law firms’ technology spending is focused on tools that will help them in three critical areas: Achieving long-term efficiency.

Law firm 52

Law firm Electronic payment Law Law 52

Attorney at Work

JANUARY 11, 2022

Web apps have come a long way since then but when working with Word documents and other files, desktop apps still have significant advantages because they can leverage technologies in the underlying operating system. DocMoto is a document management system (DMS) built for law firms.

Legal technology 58

Legal technology Legal technology e-filing Estate planning 58