Remove Client Intake Remove e-filing Remove e-records Remove Hearing
article thumbnail

How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

article thumbnail

Lawyer Tech Tips: Where Should You Put Technology Dollars in 2022?

Attorney at Work

Are you still using a file server and having people access it with a VPN? Upgrade to Microsoft 365 to get a cloud-based file server, plus updated versions of the Office suite. You will get far more phone functionality, plus videoconferencing, business texting, e-fax and more. Or choose ZoomPhone or Microsoft 365 Business Voice.

Lawyer 112