This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Task tracking and automation : Stay on top of critical steps like document signing, court filings, and follow-ups with automated task lists and reminders for each estate plan or probate matter. Automate and reduce paperwork and administrative tasks for a more simplified and efficient estate planning practice.
By analyzing data on client cases, billing practices, and intake procedures, you can identify potential bottlenecks that may be hindering your firms long-term growth. For example, automating a redundant task could leave your team with more time to answer questions, respond to emails, or schedule consultations.
For example, by adopting legal automation tools to modernize key workflowssuch as Clios document management , timetracking , and client intake software you can streamline your operations to help ensure your firm is AI-ready. However, disorganized tracking methods limit AIs effectiveness in this area.
Law tech helps improve and streamline legal processes, ranging from documentautomation to artificial intelligence (AI) tools for legal research. For example, documentautomation can significantly reduce the time and effort required to draft and review legal documents.
Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online.
Got no time to read? All it takes is one phishing letter or one compromised device and a customer’s data can be sold somewhere on the darknet. In March 2022, Hubspot reported a breach where malicious individuals accessed client data via an employee’s compromised account. All the while, the customer is forced to wait.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content