Remove Document Remove Document automation Remove Virtual Meeting
article thumbnail

Clients Are Spending More on Legal Tech: Can Smaller Firms Keep Up?

Attorney at Work

Related: “8 Legal Practice Areas Growing in 2021 and Beyond” Document automation levels up. For example, firms using a manual search-and-replace process to create new documents can quickly realize productivity gains with document automation while avoiding common editing errors.

article thumbnail

Essential Tools for Virtual Estate Planning Attorneys

Clio

Virtual estate planning gives equitable access to documents and legal expertise with convenience and comfort. Client communication: Wills and estate attorneys need to meet clients on their terms. Features: Case and document summarization: Instantly review key points from long case files or estate planning documents.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

5 Tips for Making the Transition to Virtual Law Firm Status

Attorney at Work

Most practice management software includes — or integrates with — client portals , billing and accounting software, document automation, and intake onboarding and marketing tools. Whatever tools you choose, hold training sessions while sharing your screen so that you can avoid problems down the road with less tech-savvy employees.

Law firm 137
article thumbnail

Everyday Acronyms Your Law Firm Needs to Know

Clio

This ensures all parties are aware of important deadlines and meetings. Document Automation and Sharing: Enhance document handling with secure sharing, electronic signature requests , and automated document creation. Zoom : The shift towards virtual meetings makes a Zoom integration invaluable.