Client Intake Document management Events 
Clio
NOVEMBER 26, 2024
For example, Clio for Clients is a secure digital portal allowing legal clients to communicate and collaborate with their lawyer. Clients can review communications, documents, and calendar events; communicate privately with their lawyer; and view and pay invoices in seconds—all from one place.
Colin S. Levy
OCTOBER 29, 2024
Leverage AI agents to automate client intake, document management, and communication, allowing legal teams to focus on what matters most. This process, while critical to a successful outcome, can often overwhelm attorneys, particularly those managing numerous cases.
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MatterSuite
MAY 26, 2023
In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.
CaseFox
MAY 18, 2023
In the realm of law, a well-executed client intake process is paramount to establishing strong relationships and providing effective legal representation. It serves as the foundation for a successful lawyer-client dynamic, enabling attorneys to gather crucial information, assess case viability, and ensure a smooth workflow.
Clio
MARCH 25, 2025
Clio Manage has a powerful calendaring software that can track events, billable hours, and even allow confirmation via texts. Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. Clio Grow pairs with Manage, automating your client intake process.
Rocket Matter
APRIL 22, 2025
The Neos legal software is a cloud-based case management solution that focuses on simplifying workflows and case data collection. However, Rocket Matters easy-to-use workflow automation and visual task management give it a sharper edge. Neos showcases advanced features like AI-assisted document drafting on its higher-tier plans.
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.
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