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Exclusive: Centerbase Announces Launch of Native Document Management within its Practice Management Platform

Above the Law - Technology

Centerbase , a company that provides a cloud legal practice management platform for mid-sized law firms, today announced the beta launch of native document management, integrated directly within its platform. For users, that means they now have document-management features such as version control, OCR, and e-signatures.

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Essential Tools for Virtual Estate Planning Attorneys

Clio

And, with Clio Duo, you can access AI-powered assistance from anywhere within Clio Manage to further boost your efficiencies. Features: Client communications : Keep clients informed and engaged, whether theyre elderly, remote, or coordinating on behalf of an estate, with secure and flexible messaging options. Enhanced data security.

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10 Best Productivity Tools for Lawyers

Clio

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors. How are tasks assigned out? How do we bill our clients?

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Take Advantage of Adobe Sign for Collecting Digital Signatures

Attorney at Work

You can open it from the Tools window, or you can open it from the File or E-Sign menus by clicking on Request Signatures. You can change the subject line and customize the body of the document (which defaults to “Please review and sign this document”). Add documents, if needed. Open the Fill & Sign tool.

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Exclusive: Centerbase Announces Launch of Native Document Management within its Practice Management Platform

Legal Tech Monitor

Centerbase , a company that provides a cloud legal practice management platform for mid-sized law firms, today announced the beta launch of native document management, integrated directly within its platform. Until now, best-in-class document management for law firms were stand-alone, paid solutions,” the company said.

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Everything You Should Know About AI Legal Tech

Percipient

This adaptability makes machine learning a key part of legal AI as it helps professionals make informed decisions faster while reducing the chance of oversight. For instance, many firms now use chatbots for client intake, saving time by collecting basic information and answering FAQs.

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The Future of Law Firms: How to Adapt in a Changing Industry

Rocket Matter

Get free e-book What will the future of law firms look like in a few years? This practice could expose sensitive information to unintended parties. From client intake and document management to billing and case tracking, automation tools enhance how legal teams work.