Percipient

MARCH 31, 2025

Legal workflow automation software helps cut through the clutter by handling routine tasks like contract review , e-signatures, case tracking, and client intake. Instead of wasting time on admin work, you can focus on what really matterslegal strategy and client needs. But not every tool is built the same.

Software 52

Software e-filing Time-tracking Client Intake 52

Law Technology Today

JULY 17, 2023

Building strong relationships with clients is paramount for lawyers. Define procedures for scheduling consultations, accessing client intake forms, and managing in-person visits. Track potential clients by stage Create a system to track potential clients based on their stage in the intake process.

Client Intake 56

Client Intake Law firm Time-tracking Law 56

Rocket Matter

NOVEMBER 22, 2022

Timely responses, informative onboarding, and a focus on client experience demonstrate your appreciation to new clients, and could even lead to a referral down the road. Streamlined client intake benefits more than your clients, though. The solution: logic-based intake forms and document automation .

Client Intake 52

Client Intake Document automation Time-tracking Attorney 52

LawSites

MAY 15, 2024

Document automation software is a key tool for any law firm looking to streamline its creation of legal documents and better manage client-intake data. But with a number of products to choose from, picking the right document automation software for your firm can be difficult.

Client Intake 64

Client Intake Document automation Software Law firm 64

Rocket Matter

APRIL 22, 2025

It centralizes matter management, legal billing, trust accounting, and document automation into one intuitive system. Rocket Matter also includes a client portal, a built-in Customer Relationship Management (CRM) system, and sophisticated dashboard reporting to help clients effectively manage their client base.

Legal software 52

Legal software Legal software Software Document storage 52

Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

Client Intake 52

Client Intake Law Law Time-tracking 52

Clio

MARCH 25, 2025

Are there certain areas where documents are typically returned or rejected because of mistakes? Are communications with clients or other offices causing bottlenecks? With Clio Duo , you can get quick insights, delegate task creation and time entries, and even extract data from existing documents.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Clio

MARCH 7, 2025

To thoroughly assess your firms tech infrastructure and uncover potential gaps, consider these key questions: Are your case files, documents, client communications, and billing records easily accessible across systems? For example, law firms can benefit from automation in the following key areas: 1.

Time-tracking 52

Time-tracking Client Intake Law Law 52

Legal Talk Network

JUNE 28, 2022

Technology is an integral part of every attorney’s day-to-day—from trial preparation to drafting and organizing documents. Factors such as the business’ size, the area of law attorneys in the firm practice, and the number and types of clients they serve will all play a major role in trimming down that list initially.

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Law firm Law Law Client Intake 130

Percipient

JANUARY 20, 2025

Whether its processing massive amounts of legal documents, analyzing data, or drafting basic agreements, Legal AI handles the groundwork so legal practitioners can focus on their expertisegiving advice, building strategies, or solving client problems. What makes it so useful is how accurate and consistent it is.

Legal tech 52

Legal tech Legal tech Machine learning e-discovery 52

Rocket Matter

DECEMBER 17, 2024

Case management and document organization solutions can save time and reduce errors. 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.

Law firm 52

Law firm Law Law Legal CRM 52

Clio

SEPTEMBER 18, 2024

Lawyers can program chatbots to perform client intake and book legal consultations. Instead of having a lawyer take a prospective client call and going back and forth with a potential client, a chatbot streamlines this client intake process. A chatbot can make the client intake experience more interactive.

Lawyer 98

Lawyer Legal chatbot Client Intake Due diligence 98

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

Clio

JANUARY 15, 2024

Prepare for client intake before you meet your next client If you have yet to set up an automated client intake system, 2024 is the year to do it. A streamlined client intake system will save you time and eliminate the added potential for human error that comes with manual data entry.

Lawyer 98

Lawyer Client Intake Time-tracking Law firm 98

Rocket Matter

OCTOBER 24, 2022

A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . When taking on a client, make sure you use a thorough client intake questionnaire to ensure that you’re the right lawyer for their matter.

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Clio

APRIL 28, 2025

As an immigration lawyer, you juggle countless documents, forms, and intricate details to help clients navigate the immigration process. By leveraging AI, you can automate time-consuming tasks, freeing up more time to focus on the complex, high-value work that truly matters. This is where AI can help. Imagility and Visas.ai

Immigration lawyer 52

Immigration lawyer Lawyer Time-tracking Law 52

Clio

MARCH 17, 2025

AI is rapidly transforming legal work, with new AI solutions emerging to assist with everything from streamlining document review to optimizing caseload distribution and beyond. A significant portion of legal work is ripe for AI-powered automation. The reality? AI works best when its deeply embedded into case management and billing.

Law firm 52

Law firm Legal AI Time-tracking Law 52

Rocket Matter

FEBRUARY 25, 2025

With client expectations at a steady rise, its clear that the legal industry is reaching its tipping point and the only way to regain balance is to implement digital transformation in law firms day-to-day systems. You should also assess weak points in your processes, such as billing, document handling, and client communication.

Law firm 52

Law firm Law Law Legal CRM 52

Legal Tech Monitor

MARCH 7, 2023

Second place honors went to Decision Vault , a client-intake portal designed to streamline the intake process and easily transfer client data into a case management or document automation system. It can also support upgrades and consolidations.

Client Intake 59

Client Intake Document automation Practice management Case management 59

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Lawmatics

MAY 21, 2024

Automating the legal client intake process can greatly streamline your workflow, improve efficiency, and allow you to retain more clients. Here are some ways you can automate this critical process: Online intake forms: Create online intake forms with dedicated legal practice management software.

Client Intake 40

Client Intake Document automation Software Law firm 40

LawSites

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

Client Intake 59

Client Intake e-records Analytics Document automation 59

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. Simplify Client Communication.

Criminal Defense 52

Criminal Defense Client Intake Document automation Time-tracking 52

LawSites

FEBRUARY 7, 2023

Last week, Documate , the no-code document automation platform, rebranded as Gavel , a move designed to better reflect the company’s mission to become the platform of choice for legal professionals and legal organizations wanting to “productize” the delivery of legal services by packaging services as online legal products.

Law firm 52

Law firm Document automation Client Intake Document management 52

NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

Client Intake 40

Client Intake Document automation Software 40

NSLT

NOVEMBER 11, 2020

Short Cut: Documate Offers an Easier and More Powerful Rendition of Document Automation Software Documate is a modern, cloud-based document automation software with easy-to-use features for complex template building, client intake and data management. Read the Article here

Client Intake 40

Client Intake Document automation Software 40

Lawmatics

DECEMBER 5, 2023

In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing. Client intake.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

Law firm 52

Law firm Client Intake Criminal Defense Time-tracking 52

Lawmatics

FEBRUARY 13, 2024

Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents. Legal professionals deal with vast amounts of information, documents, and data.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Rocket Matter

MAY 26, 2025

Stop Letting Admin Tasks Eat into Billable Time Client intake, scheduling meetings, setting follow-ups, and tracking time and expenses are all essential, but they dont directly generate revenue for your firm. With less busywork and more billable hours, your law firm finances can reach a new level.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

JULY 7, 2023

Automated scheduling software takes the back and forth out of setting up appointments by enabling clients to schedule their own meetings. Document creation. Automation allows you to merge the data you need from your custom fields and auto-fill directly into boilerplate legal forms to generate documents.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Legal Tech Monitor

APRIL 10, 2023

Although Fastcase started as a legal research company, in recent years, it had diversified and expanded into areas such as legal analytics, legal publishing, legal news, and even legal document automation. That diversification had already started when we spoke to Walters and Rosenthal in 2019.

Client Intake 52

Client Intake e-records Analytics Document automation 52

LawSites

OCTOBER 9, 2023

Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows. Clio has updated its mobile app with new functionality in case management, document uploading, and billing. Here is a round-up of those updates.

Practice management 69

Practice management Client Intake Document automation Law firm 69

Lawmatics

DECEMBER 14, 2023

This rapidly expanding market includes the following: Practice Management Software: Solutions for centralizing client data, calendars, tracking deadlines, documents, tasks, and details for legal matters in one platform. Document Automation: Tools that generate customized legal documents like contracts, briefs, and forms from templates.

Legal tech 59

Legal tech Legal tech Document automation Dispute resolution 59

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.

Client Intake 40

Client Intake Criminal Defense Law firm Software 40

Rocket Matter

MAY 23, 2023

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road. Here are four ways your law firm can use automated workflows to increase profit.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Lawmatics

APRIL 6, 2023

No lawyer would say they worked hard, took out student loans, and sacrificed for years to put themselves through law school, only to fill their days performing manual data entry, copying and pasting to create documents, and developing marketing campaigns. Document execution. Legal workflows. Time and expense tracking.

Law firm 52

Law firm Document automation Law Law 52