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7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

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 For modern law firms, selecting suitable tools is no longer a matter of choice but of necessity. E-Discovery platforms make managing data easy. Download free guide 7.

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Essential Tools for Virtual Estate Planning Attorneys

Clio

Features: Client communications : Keep clients informed and engaged, whether theyre elderly, remote, or coordinating on behalf of an estate, with secure and flexible messaging options. Features: Case and document summarization: Instantly review key points from long case files or estate planning documents.

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The Ultimate Client Intake Process?

Rocket Matter

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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10 Best Productivity Tools for Lawyers

Clio

How do we gather potential client information? How do we input clients into our practice management software? How do we bill our clients? Clio Grow pairs with Manage, automating your client intake process. Docusign DocuSign is practically a household name in the e-signature world. With Smith.ai

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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.

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Everything You Should Know About AI Legal Tech

Percipient

For instance, machine learning can predict litigation risks based on similar cases, identify trends that might impact a client, or flag unusual clauses in contracts that might need extra attention. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs.

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A Quick Guide to Divorce Lawyer Marketing

Clio

Make it easy for clients to find you After youve developed a solid understanding of your clients needs, youll want to make sure they can easily find your firm. In fact, our most recent Legal Trends Report found that 74% of lawyers use their law firm website to promote or market their services to potential clients.