Client Intake Document storage Information 
Rocket Matter
NOVEMBER 25, 2024
You can access case information, communicate with clients, and track time from anywhere. Whether you’re heading to court, waiting for a meeting, or working remotely, having case histories, billing details, and client contacts at your fingertips can make a huge difference in productivity. Embracing mobile paperless tools 5.
Attorney at Work
SEPTEMBER 15, 2022
Trello is another popular Kanban-style tool that, like Asana, stores information in the cloud. A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks.
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Rocket Matter
FEBRUARY 25, 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 The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous.
Rocket Matter
DECEMBER 17, 2024
These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Streamline Document Management Manual document management can be a time-consuming drain on resources.
Legally Speaking
JANUARY 21, 2023
Provide exceptional client support while optimising the efficiency of your legal practice. Document storage recommendations for paperless law firms. Utilising an efficient intake process to increase revenue. The Green Law Firm guide includes: The challenges and benefits of moving to a paperless law firm model.
Clio
FEBRUARY 2, 2023
Access to the information you need Centralization makes life simple—and simplicity fuels productivity. Lawyers can even add case information from existing software. Lawyers can even add case information from existing software. Automate client intake workflows, communication, deadline reminders, and document creation.
Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ). Collaboration tools work for firms of any size.
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