LawSites
FEBRUARY 14, 2024
Law practice management company Clio said today that Lawyaw, the document automation software it acquired in 2021, will now be called Clio Draft. “It also sets us up to enhance the future capabilities of legal document innovation by consolidating and centralizing our efforts. . Secure document storage.
Rocket Matter
APRIL 22, 2025
It centralizes matter management, legal billing, trust accounting, and document automation into one intuitive system. Developed by Assembly Software, the company behind Needles and Trialworks, Neos offers native tools like client intake forms, document storage, dashboard reporting, and integrations for communication and accounting.
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Rocket Matter
DECEMBER 17, 2024
These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Streamline Document Management Manual document management can be a time-consuming drain on resources.
Percipient
MARCH 5, 2025
Pros Promotes faster contract cycles Allows real-time collaboration for faster negotiation Reduces errors with automated workflows and templates Keeps contracts organized with a searchable repository Integrates with CRMs and business tools for smoother workflows 4. Who needs access to the system? Do we need integrations?
Rocket Matter
FEBRUARY 25, 2025
Consider the following key measures to keep your firm secure: Implement strong encryption for your document storage and communication lines. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.
Percipient
APRIL 15, 2025
Real-time collaboration: Leave comments, suggest edits, and track changes within the document. Automated approval workflows: Set up rules to move contracts through the right approval steps. Integration with business tools: Connects with CRMs, payment processors, and cloud storage platforms.
Clio
APRIL 30, 2025
Step 5: Integration with workflow Finally, youll want to ensure your AI-generated demand letter is saved within your case management and document storage systems so you can access it when needed. A clean, polished document ready to review and send. Check out all the document automation possibilities with Clio Draft book a demo
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