Lawmatics
MARCH 1, 2024
In the world of estate planning, where every detail is pivotal and time is of the essence, mastering your workflows can be the linchpin to unparalleled success and client satisfaction. Watch as we showcase a real-life estate planning workflow and how to implement it into your own practice.
Lawmatics
JUNE 8, 2023
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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LawSites
MARCH 2, 2023
Aiming to help law firms capture more client leads and streamline client intake, the law practice management company Smokeball is introducing Smokeball Intake, an intake workflow system integrated within its platform that is intended to provide potential clients with the kind of digital experience they expect from a modern law firm.
Lawyerist
MAY 16, 2024
This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. A CRM Built for Law Firms Think about the steps you take from receiving a lead to signing a client.
Rocket Matter
SEPTEMBER 26, 2023
Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself. Streamline your preparation with ChatGPT and let the technology handle some of the work for you.
Lawmatics
FEBRUARY 16, 2023
Five Mistakes People Make In Child Custody Cases Manipulation Tactics From Your Spouse During Divorce 4 America's Estate Planning Lawyers, aka @americasestateplanninglawy1946 Paul Rabalais, America's Estate Planning Lawyers, LLC , is a Louisiana-based lawyer who has been helping clients across the nation put their legal affairs in order since 1991.
Attorney at Work
JANUARY 27, 2022
Founded in 2016, FastVisa is newer to the scene and aims to streamline immigration and visa processes through client intake, case management, and workflow automation. Field of law: Estates and trusts. Wealth Docx streamlines the creation of estate planning documents through guided questions, scenarios, and customization tools.
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