Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, 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.

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Percipient

JANUARY 20, 2025

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?

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Legal tech Legal tech Machine learning e-discovery 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. Ready to get started?

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Rocket Matter

APRIL 30, 2025

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.

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Law firm Time-tracking Law Law 59

Rocket Matter

MARCH 26, 2025

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.

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Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

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.

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Law firm Time-tracking Law Law 52

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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Above the Law - Technology

APRIL 25, 2023

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.

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Client Intake Legal research Document management Practice management 205

Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

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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.

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Client Intake Attorney Legal advice Document management 52

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.

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Client Intake Attorney Legal advice Document management 52

LawSites

MAY 9, 2022

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.

Case management 98

Case management Law firm Immigration lawyer Client Intake 98

LawSites

FEBRUARY 21, 2023

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.

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Paralegal Client Intake e-filing Document management 106

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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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?

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Lawyer Client Intake Time-tracking Document automation 52

Legal Tech Monitor

APRIL 1, 2023

As a lawyer, you want to help clients. This post explains how SOPs can help you become a better lawyer. For client intake, 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).

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Lawyer Client Intake Time-tracking Document management 59

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. TrackWithEase is a transaction management solution for real estate lawyers. Field of law: Employment.

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Lawmatics

MAY 2, 2024

Legal client intake 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.

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Software Client Intake Document management Billing software 52

LawSites

MAY 9, 2023

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.

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Client Intake e-records Legal tech Legal tech 65

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. But it must be the right legal tech. What are Legal Tech Platform Examples?

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LawSites

MAY 23, 2023

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.

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e-discovery e-records Client Intake Document management 59

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

Legal Tech Monitor

APRIL 25, 2023

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.

Client Intake 52

Client Intake Legal research Document management Practice management 52

Legal Tech Monitor

MAY 9, 2023

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.

Client Intake 52

Client Intake e-records Legal tech Legal tech 52

Lawmatics

JUNE 8, 2023

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 document management systems.

Estate planning 52

Estate planning Time-tracking Lawyer Client Intake 52

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

Legal Tech Monitor

MAY 23, 2023

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.

e-discovery 52

e-discovery e-records Client Intake Document management 52

LawSites

FEBRUARY 9, 2023

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.

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Client Intake Paralegal Document management Court 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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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.,

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Legal software Legal software Software Client Intake 52

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. How can technology help lawyers? Legal software offers numerous benefits for law firms and legal departments.

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Legal software Legal software Software Time-tracking 52

Clio

SEPTEMBER 25, 2024

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!

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Law firm Client Intake Law Law 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.

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Clio

FEBRUARY 2, 2023

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.

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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

Centerbase

MAY 31, 2023

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.

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Law firm Document management Client Intake Legal technology 52

Lawmatics

MAY 18, 2023

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.

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