Remove Client Intake Remove Document Remove Estate planning
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Essential Tools for Virtual Estate Planning Attorneys

Clio

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. Learn more here! Increased efficiency.

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6 Benefits of Efficient Law Firm Document Automation

Rocket Matter

Get free e-book Is your law firm struggling to keep up with repetitive document creation? Manually drafting documents takes up valuable time, introduces the risk of error, and diverts your attention from high-value tasks. Thats where efficient law firm document automation comes in.

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4 Admin Processes All Estate Planning Lawyers Should Automate

Lawmatics

As an estate planning attorney, you understand that precision and attention to detail are paramount. You strive to provide exceptional service to your clients, but manual processes can create inefficiencies and challenges that can negatively impact your productivity, profitability, and client satisfaction.

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Client Intake Form

Lawmatics

Legal intake is important because it often forms a potential client’s impression of a law firm. The client intake form is vital to the legal client intake process because it allows firms to make a positive first impression on potential clients. What is a client intake form?

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Smart Ways to Use ChatGPT at Your Law Practice—Without Getting into Hot Water

Rocket Matter

Create a step-by-step explanation of how to access our client portal in 400 words or less based on the provided information: copy and paste your current client portal access information Scan this document, find any instance of __, and replace it with an empty field to be filled in 2.

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Eight Legal Software Solutions for Eight Fields of Law

Attorney at Work

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. Field of law: Estates and trusts. These are the promised benefits of legal tech. Field of law: Employment. Website: govdocs.com.

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Next Level Strategy: How Law Firms Should be Using Google Ads

Rocket Matter

It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency.