LawSites

APRIL 19, 2022

I built a document automation app online to help people fight their tickets for free using a recent court decision that had come down in Manhattan. Download: The Complete Guide of Document Automation Software for Law Firms. It was document automation. (Never mind that the schools were closed.)

Document automation 52

Document automation Lawsuit Estate planning Law firm 52

LawSites

MAY 16, 2023

Document management, 47%. Document automation, 26%. You can download the full report for free from this page. Video conferencing, 61%. Microsoft Office suite, 53%. Accounting, 43%. Payment processing, 36%. Practice management or case management, 34%. Teams or Slack, 29%. Client portal, 25%. Client text messaging, 23%.

Law firm 116

Law firm Software Estate planning e-discovery 116

Attorney at Work

OCTOBER 27, 2021

Download the Client Intake Checklist! We’ve created this comprehensive Client Intake Checklist to get you started, including tips on how to automate several pieces of the onboarding process. Here’s a quick look at what’s inside (you can download the complete checklist here ): 1. Streamline Your Document Process.

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Client Intake Law firm Software Document automation 109

LawSites

DECEMBER 14, 2022

Similarly, for document storage, 50% use consumer products such as Dropbox or Google Docs, while only 6% use legal-specific products such as NetDocuments or iManage. Nearly half were unsure whether the effects of consolidation would be positive or negative, while 38% viewed them favorably and 17% negatively. Laid the Foundation.

Law firm 98

Law firm Electronic payment Document automation Practice management 98

Rocket Matter

DECEMBER 26, 2023

Download free guide 2. Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. This process is changing thanks to increasingly effective document automation.

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

SEPTEMBER 12, 2023

Download free guide 4. When you track time as you go (Tip #1), make sure to detail a full description of your activities (just “research” isn’t going to cut it). Automate non-billable tasks where appropriate Billing, invoicing, and time tracking aren’t the only non-billable tasks you can automate.

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Time-tracking Billing software Law firm Software 86

LawSites

NOVEMBER 9, 2021

News today of Soluno’s acquisition comes after this blog broke the news in July that MyCase had acquired CASEpeer , a case management platform for plaintiffs’ attorneys, and Woodpecker , which provides legal document automation software for solo and small law firms. The report can be downloaded free from MyCase.

Document automation 52

Document automation Law firm Document management Case management 52

LawSites

NOVEMBER 9, 2021

News today of Soluno’s acquisition comes after this blog broke the news in July that MyCase had acquired CASEpeer , a case management platform for plaintiffs’ attorneys, and Woodpecker , which provides legal document automation software for solo and small law firms. The report can be downloaded free from MyCase.

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Document automation Law firm Document management Case management 52

Lawyerist

JUNE 2, 2023

Workflow and Document Automation with PatternBuilder Scott gave the example of hiring an employee. When a company wants to hire a new employee, the law firm creates three documents: an employment offer, an I-9 immigration form, and a proprietary inventions agreement.

Document automation 59

Document automation Law firm Practice management Law 59

LawSites

MARCH 5, 2024

In fact, 63% of the respondents work at firms that automate often-created documents. 70% are documenting their repeatable processes, 73% are creating workflows around their repeatable processes, and 40% are automating their repeatable processes.

Law firm 105

Law firm Law Law Time-tracking 105

Rocket Matter

JUNE 13, 2023

Download free guide Five ways automation can benefit your law firm Now that you know what automation can’t do, let’s get into five ways that automation can add value to your law firm. Choosing an online storage provider 4. Embracing mobile paperless tools 5. And more important resources!

Time-tracking 52

Time-tracking Document automation Law firm Law Office 52

LawSites

FEBRUARY 16, 2023

Documents are increasingly digital. Asked what areas of technology they most want their firms to invest in, they listed: Documentation automation and management. Legal process automation. You can download the full report here: 2023 Midsize Law Firm Priorities Report. Management of billing and collections.

Paralegal 98

Paralegal Law firm Practice management Document automation 98

Legal Tech Monitor

MAY 16, 2023

Document management, 47%. Document automation, 26%. You can download the full report for free from this page. Video conferencing, 61%. Microsoft Office suite, 53%. Accounting, 43%. Payment processing, 36%. Practice management or case management, 34%. Teams or Slack, 29%. Client portal, 25%. Client text messaging, 23%.

Law firm 52

Law firm Software Estate planning e-discovery 52

Rocket Matter

MAY 23, 2023

Here are four ways your law firm can use automated workflows to increase profit. Download free guide 3. Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

LawSites

OCTOBER 5, 2023

While DivorceHelp123 still includes that intake feature, it goes well beyond that, offering document automation and an array of other features. The product comes with DocMaker123, a document automation program that includes hundreds of state-specific templates as well as the ability for law firms to upload their own templates.

Lawyer 65

Lawyer Document automation Mediator Time-tracking 65

Attorney at Work

JULY 31, 2021

The new “Quick Documents” feature allows law firm clients to generate documents — but, those documents won’t save any metadata or generate a work item (document + interview file) in the HotDocs database. The document can be downloaded and saved outside of HotDocs).

Case management 104

Case management Law firm Attorney Compliance 104

Clio

SEPTEMBER 13, 2023

In order to avoid missing any crucial indemnity clauses, legal document automation can ensure the standard indemnity clauses are inserted in certain types of contracts. Legal document automation can input all the necessary language in contracts, using the institutional knowledge from the firm.

Document automation 52

Document automation Lawsuit Defendant Software 52

Rocket Matter

SEPTEMBER 15, 2024

Automated Document Creation Automated document creation tools are revolutionizing how legal firms handle documents like contracts and agreements. Rocket Matter’s document automation tool simplifies this process, allowing lawyers to focus on tasks while ensuring accuracy and compliance standards are met.

Compliance 52

Compliance Legal CRM Law firm Practice management 52

Rocket Matter

APRIL 4, 2023

Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software. in 2022), it’s the right time to look at your current rates and see if you’re charging enough to remain profitable.

Time-tracking 52

Time-tracking Practice management Document automation Software 52

Clio

FEBRUARY 7, 2024

And, you can intuitively view, store, manage, and download transcripts, exhibits, and other files along with the rest of your case management—all right from within the Clio platform. You can easily access and manage services for all your upcoming depositions from within each Clio matter. Plus, accept in-person payments with tap to pay.

Lawyer 52

Lawyer Time-tracking Criminal Defense Document automation 52

Rocket Matter

MARCH 21, 2023

Download free guide 3. Client portals are another great way to facilitate client communication, allowing designated clients and team members to access communications, documents, and billing information in one secure place. Automated document drafting What if you never had to copy and paste documents again?

Law firm 52

Law firm Time-tracking Law Law 52

Legal Tech Monitor

OCTOBER 5, 2023

While DivorceHelp123 still includes that intake feature, it goes well beyond that, offering document automation and an array of other features. The product comes with DocMaker123, a document automation program that includes hundreds of state-specific templates as well as the ability for law firms to upload their own templates.

Lawyer 52

Lawyer Document automation Mediator Time-tracking 52

Rocket Matter

APRIL 25, 2023

Download free guide 2. Running a legal practice is definitely one of those things. Running a legal practice is definitely one of those things.

Client Intake 52

Client Intake Time-tracking Law Law 52

Rocket Matter

JULY 18, 2023

Download free guide 2. And save even more time with document automation Paper is one of the most unnecessary expenses at a modern law firm. Determining your paperless processes 2. Establishing naming and filing conventions 3. Choosing an online storage provider 4. Embracing mobile paperless tools 5.

Time-tracking 52

Time-tracking Practice management Document management Law firm 52

Rocket Matter

AUGUST 8, 2024

Document Automation. Create documents with pre-defined templates to streamline document management and save time. Download free guide Send invoices automatically and set up reminders to prompt timely payments. Secure Online Payments. Offer clients a convenient way to pay online, reducing manual processing.

Lawyer 52

Lawyer Practice management e-records Billing software 52

Rocket Matter

NOVEMBER 19, 2024

Download free guide Get Your Firm Rolling with Rocket Matter Putting up a law firm is definitely a big challenge, but with the right tools, you can learn how to start a law firm on the right foot. With the right solution, you can streamline these processes and keep everything in one spot.

Law firm 52

Law firm Time-tracking Law Law 52

Legal Tech Monitor

MARCH 5, 2024

In fact, 63% of the respondents work at firms that automate often-created documents. 70% are documenting their repeatable processes, 73% are creating workflows around their repeatable processes, and 40% are automating their repeatable processes.

Law firm 52

Law firm Law Law Time-tracking 52

Clio

OCTOBER 5, 2023

You can read the report’s highlights or dive right in and download your very own copy of the 2022 Legal Trends Report. Lawyaw Last year, we celebrated our acquisition of Lawyaw , a sophisticated document automation platform set to revolutionize the delivery of legal services by digitizing document creation for law firms.

Time-tracking 52

Time-tracking Law firm Court Document automation 52

The Law Product Makers blog

OCTOBER 4, 2021

You can download a Vanilla sample Report here. The Report identifies: “Opportunities,” which are educational recommendations that include securing additional or revised estate planning documents. The law firm provides a questionnaire through the web browser, available through a secure client portal.

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Estate planning Legal advice Attorney Law firm 52

3 Geeks and a Law Blog

SEPTEMBER 25, 2023

And it will be available here in this download screen. So we can open up as a Word document, we can edit it again, we can forward it to another user if they’d like to look at it and have a final confirmation sign off. It’s a little thing, but it’s a little thing that slows things down as we’re preparing them in the manual world.

Litigator 147

Litigator Litigation Time-tracking Law firm 147

3 Geeks and a Law Blog

MAY 12, 2023

And then you click open in Word, and then a Word documents downloaded and that Word document is a completed response to that discovery request. And I’m really glad that he’s not doing document automation. Greg Lambert 17:56 Super, super simple. Nathan Walter 17:57 Simple. It’s super easy. And he’s doing it right.

Lawyer 130

Lawyer Litigator Litigation Time-tracking 130

Legal Tech Monitor

MAY 12, 2023

And then you click open in Word, and then a Word documents downloaded and that Word document is a completed response to that discovery request. And I’m really glad that he’s not doing document automation. Greg Lambert 17:56 Super, super simple. Nathan Walter 17:57 Simple. It’s super easy. And he’s doing it right.

Lawyer 52

Lawyer Time-tracking Litigator Litigation 52

Clio

MAY 15, 2025

While they may not yet be adopting AI at the same scale as larger firms, the data suggests that many are taking a strategic, needs-based approachinvesting in tools like virtual receptionists, legal research platforms, and document automation that deliver the greatest operational impact. Ready to dive into these topics in more detail?

Law firm 52

Law firm Electronic payment Client Intake Law 52