LawSites

FEBRUARY 9, 2023

Then came a scathing series of tweets by Kathryn Tewson , a paralegal in Washington state who tried out several of DoNotPay’s self-help legal tools, only to conclude that they were effectively smoke and mirrors, in some cases getting the law wrong, in others failing even to deliver the promised product.

Client Intake 52

Client Intake Paralegal Document management Court 52

Clio

MARCH 8, 2024

For example, if you’re sticking with your existing system for client intake instead of using a solution that allows you to drastically reduce time spent on intake, appointment bookings, and creating engagement letters, you could be leaving money on the table.

Legal software 52

Legal software Legal software Software Client Intake 52

Legal Tech Monitor

JANUARY 25, 2024

Lawyers who rely on generative AI for research, drafting, communication, and client intake risk many of the same perils as those who have relied on inexperienced or overconfident nonlawyer assistants.” The opinion also says that confidentiality concerns may be mitigated by use of inhouse generative AI.

Lawyer 52

Lawyer Paralegal Client Intake Legal advice 52

Attorney at Work

JANUARY 18, 2022

They may also have trouble finding qualified personnel to help with practice management and paralegal tasks. For example, rather than plod through a manual client intake process, automated intake workflows can be used to engage potential clients and keep track of existing clients.

Lawyer 104

Lawyer Legal Secretary Paralegal Time-tracking 104

LawNext podcast

FEBRUARY 9, 2023

Then came a scathing series of tweets by Kathryn Tewson , a paralegal in Washington state who tried out several of DoNotPay’s self-help legal tools, only to conclude that they were effectively smoke and mirrors, in some cases getting the law wrong, in others failing even to deliver the promised product.

Client Intake 40

Client Intake Paralegal Document management Court 40

Lawmatics

FEBRUARY 6, 2024

This central hub is how your attorneys will track the progress of their ongoing matters, where paralegals will monitor e-signature requests, and how intake specialists keep your pipeline moving. You’ll see just why Lawmatics is the #1 legal CRM, client intake, and marketing automation platform.

Time-tracking 59

Time-tracking Client Intake Legal CRM Paralegal 59

Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Martindale-Avvo

OCTOBER 13, 2023

Before the internet and smart phones, and certainly before the pandemic, law offices were simpler places where a receptionist answered calls from prospective clients, and then lawyers or paralegals called them back.

Paralegal 98

Paralegal Lawyer Attorney Law Office 98

Rocket Matter

OCTOBER 3, 2023

A billable hour is client time. It’s any activity that’s part of what an attorney, or a paralegal, needs to do to complete the work you have been contracted to perform for a client. so that a firm can do an autopsy of its workflow and make tweaks to enhance productivity. What is a billable hour (and what isn’t)?

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Dennis Kennedy

DECEMBER 14, 2023

Key concerns include ensuring the quality of work isn’t compromised, client data remains confidential, and that non-lawyers don’t unintentionally practice law or make critical legal decisions without proper oversight. Can AI tools replace paralegals or junior associates? How might AI impact the client intake process?

Lawyer 85

Lawyer Due diligence Client Intake Mediator 85

Clio

JUNE 21, 2023

This information can be especially important when representing a client within a larger organization. Staffing details Clearly specify any personnel (such as the names of attorneys, paralegals, staff members, or subcontractors) who may work on a case and their hourly rates. And, with less risk of manual error.

Law firm 52

Law firm Client Intake Law Law 52

Lawmatics

FEBRUARY 7, 2023

CRM solutions typically integrate with virtual receptionists, online intake forms, email marketing tools, and practice management software to be a centralized database for your law firm. A law firm CRM solution should be employed to help you tighten up your law firm's marketing efforts and client intake.

Lawyer 40

Lawyer Legal CRM Law firm Client Intake 40

Legal Tech Monitor

DECEMBER 14, 2023

Key concerns include ensuring the quality of work isn’t compromised, client data remains confidential, and that non-lawyers don’t unintentionally practice law or make critical legal decisions without proper oversight. Can AI tools replace paralegals or junior associates? How might AI impact the client intake process?

Lawyer 52

Lawyer Due diligence Client Intake Mediator 52

Clio

SEPTEMBER 7, 2023

With that said, if you’re just beginning to explore career paths in the legal industry, you’ll want to check out our guide to becoming a lawyer in a specialized practice area , as well as our guide to becoming a paralegal. I was striving for efficiency when it came to the intake process,” Jewett said.

Legal consultant 52

Legal consultant Legal consultation Legal advice Intellectual Property 52

Clio

SEPTEMBER 20, 2023

That’s why Clio launched the Academic Access Program , which offers law and paralegal students, instructors, and legal clinics free access to our industry-leading legal practice management and client intake software. As it often goes, the best way to hone this skill is to start early. Nick Slonosky, Supervising Lawyer at the L.

Intellectual Property 52

Intellectual Property Estate lawyer Law Law 52

Lawmatics

APRIL 13, 2023

For example, consider the numerous steps involved in new client intake: scheduling, emails, contact forms, chat or text communications, and contracting. All those steps in the intake process can be automated with online scheduling tools, messaging applications, e-signature capabilities, and e-payment systems.

Document automation 52

Document automation Law firm Time-tracking Software 52

LawSites

JANUARY 25, 2024

“Lawyers who rely on generative AI for research, drafting, communication, and client intake risk many of the same perils as those who have relied on inexperienced or overconfident nonlawyer assistants.” ” The opinion also says that confidentiality concerns may be mitigated by use of inhouse generative AI. .

Lawyer 119

Lawyer Paralegal Client Intake Legal advice 119

LawSites

JANUARY 25, 2022

Now Lexicon is doubling down on that approach by expanding the menu of services it offers — a menu that ranges from facilities management and information technology to virtual paralegals and virtual receptionists. Virtual Paralegal. Lexicon offers virtual paralegals for both short- and long-term engagements.

Practice management 54

Practice management Paralegal Client Intake Legal marketplace 54

LawSites

JANUARY 25, 2022

Now Lexicon is doubling down on that approach by expanding the menu of services it offers — a menu that ranges from facilities management and information technology to virtual paralegals and virtual receptionists. Virtual Paralegal. Lexicon offers virtual paralegals for both short- and long-term engagements.

Practice management 52

Practice management Paralegal Client Intake Legal marketplace 52