This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Download the ClientIntake Checklist! Ah, the clientintake 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!
It was major news April 4 when the legal research and technology companies Fastcase and vLex announced their merger, creating a single entity that they say now has the world’s largest subscriber base of lawyers and law firms and a legal research library of more than 1 billion documents from more than 100 countries.
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.
Juggling multiple cases, staying on top of paperwork, handling countless administrative tasks, and managingclient relations all eat into your time. Fortunately, the best productivity tools for lawyers are out there, and they can make a huge difference in how much time you spend on everything from task management to research.
Leverage AI agents to automate clientintake, documentmanagement, 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.
Clientintake in a law firm is an important process for onboarding new clients. Clientintake software is technology used by businesses and organizations to streamline the clientintake process by collecting information from clients. What is clientintake in law?
It takes those repeatable legal processes, like clientintake, document review, or approvals, and automates them. Legal practice management software helps take that weight off your plate by handling repetitive steps automatically. What is the workflow of a lawyer? Tools like Percipient take this even further.
As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , documentmanagement , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from clientintake to case updates.
In the realm of law, a well-executed clientintake 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.
In the realm of law, a well-executed clientintake 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.
For example, by adopting legal automation tools to modernize key workflowssuch as Clios documentmanagement , time tracking , and clientintake 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.
LollyLaw, which was recently acquired by law practice management company Paradigm , is designed to allow immigration lawyers to effortlessly manage all major functions of their practice through a single, intuitive platform.
That day, she published a scathing series of tweets recounting her investigation of DoNotPay , the company that describes itself as “the world’s first robot lawyer.” Kathryn Tewson was a little-known paralegal when, on Jan. 24, she was suddenly thrust into the spotlight.
Lawmatics , a company whose product provides client relationship management (CRM), clientintake 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.
SOPs can cover various aspects of firm operations, including clientintake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm. Mentorship Opportunities.
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. Ready to get started?
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?
As a lawyer, you want to help clients. This post explains how SOPs can help you become a better lawyer. For clientintake, your written procedures might cover how to have a meeting with the client and how best to get information from them. One way to do this is with Standard Operating Procedures (SOPs).
When discussing legal tech as an industry, we often focus on horizontal solutions — research, documentmanagement, case management, practice management — that apply to law firms regardless of practice area. TrackWithEase is a transaction management solution for real estate lawyers. Field of law: Employment.
Legal clientintake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. This may involve automatically populating client information into case management systems or other databases.
While they will continue to serve lawyers and law firms, modern clients demand innovation. Lawyers face more competition than ever, and you need a way to differentiate your firm from your competitors. Todays clients expect you to deliver quick, transparent, and cost-effective services.
These ground-shaking transformations raise critical questions about the future of law firms : How can the use of AI improve lawyers' productivity while upholding ethical standards? Are staff fully prepared to use AI without compromising client confidentiality? Here are a few key takeaways: 1.
Even clients are on board70% say theyre fine with or even prefer working with firms that use AI. As AI keeps evolving, its clear that lawyers and firms who embrace these tools now will have a big advantage in the future. AI Contract Review AI contract review makes managing contracts a lot simpler. So, how can you get in on it?
All of the reports were written by Nicole Black , who joins host Bob Ambrogi on this episode to share the findings from these reports and the picture they paint of how the pandemic has transformed the practice of law, particularly for solo and smaller firm lawyers. We appreciate their support and hope you will check them out.
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. Clientintake. But it must be the right legal tech. What are Legal Tech Platform Examples?
But the company actually evolved out of an earlier company the pair founded in 2004, Logik Systems, to digitize archaic paper-based discovery workflows where lawyers would print emails to paper to review them. This is Wilson’s second time on LawNext. We appreciate their support and hope you will check them out.
The clientintake 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.
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? Documentmanagement.
It was major news April 4 when the legal research and technology companies Fastcase and vLex announced their merger, creating a single entity that they say now has the world’s largest subscriber base of lawyers and law firms and a legal research library of more than 1 billion documents from more than 100 countries.
All of the reports were written by Nicole Black , who joins host Bob Ambrogi on this episode to share the findings from these reports and the picture they paint of how the pandemic has transformed the practice of law, particularly for solo and smaller firm lawyers. We appreciate their support and hope you will check them out.
We will discuss the five administrative processes that all estate planning lawyers should automate, and the impact automation can have on your practice's efficiency, accuracy, and client experience. Many case management systems and CRMs integrate with tools like email, calendar, or documentmanagement systems.
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 Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
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.
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 Lawyers lose 40% of the time they spend working to inefficient, manual processes that cover work outside the practice of law.
But the company actually evolved out of an earlier company the pair founded in 2004, Logik Systems, to digitize archaic paper-based discovery workflows where lawyers would print emails to paper to review them. This is Wilson’s second time on LawNext. We appreciate their support and hope you will check them out.
Browder achieved international recognition when, at just 17 years old in 2015, he founded DoNotPay, touted as the world’s first robot lawyer, to help people appeal parking tickets. The company claims the app has saved motorists in the U.S. and UK many millions of dollars. The criticism came on two principal fronts.
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 is technology specifically designed to assist legal professionals in managing the various aspects of their work – documentmanagement, case management, time tracking, billing, and more. How can technology help lawyers? Legal software offers numerous benefits for law firms and legal departments.
Starting a law firm gives lawyers the unique opportunity to take control of their careers, allowing them to choose clients, focus on preferred legal areas, and run their practice the way they want. This option is perfect for lawyers stepping out on their own and needing something produced quickly. Book your Clio demo today!
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, documentmanagement, time tracking, billing, and task management.
What skills do you think a lawyer needs to succeed? Staying organized is essential for lawyers. So, how can lawyers stay organized at all times? The answer is surprisingly simple: legal matter management software. With legal matter management software, lawyers can access all case details from a central portal.
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?
A 2022 Report on the State of the Legal Market from the Thomson Reuters Institute and the Georgetown Law Center noted “serious retention challenges with respect to professional staff other than lawyers.” In a tight talent market, “many [administrators] feel empowered to shop around to improve their compensation and working conditions.
A recent legal trends report revealed that only 53% of lawyers are confident running the business side of their firm. This is understandable considering that lawyers went to school to learn how to practice law— not run a business. Yet marketing is an essential part of finding new clients.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content