Technically Legal

APRIL 3, 2025

[00:15:00] Systemizing bespoke work, specifically in the legal field [00:20:00] The seven steps of Systemology [00:21:00] Step 1: Define [00:28:00] Step 2: Assign [00:30:00] Step 3: Extract [00:33:00] Step 4: Organize [00:37:00] Step 5: Integrate [00:46:00] Step 6: Scale [00:50:00] Step 7: Optimize [00:54:00] Where to start with systemizing processes (..)

Estate planning 72

Estate planning Software Law Law 72

Attorney at Work

JANUARY 27, 2022

As a practicing attorney, I benefit every day from legal software designed to streamline the everyday lives of legal professionals. These are simply my observations of software developed to address specific fields of law. Practice-Specific Legal Software Solutions. Family Law Software. Field of law: Estates and trusts.

Legal software 105

Legal software Legal software Intellectual Property Software 105

Legal Tech Monitor

OCTOBER 25, 2023

Last year, I reported here on the acquisition by LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, of WealthCounsel , one of the leading providers of software, training and support for estate planning and elder law attorneys.

Estate planning 52

Estate planning Practice management Attorney Software 52

Lawyerist

FEBRUARY 13, 2025

Engaging Client Engagement Forms While many law practice management software platforms offer basic forms, and are a good place to start, Typeform takes client engagement to a new level. , complete with moving lips, gestures, and more. Download the video as an MP4 file and use it anywhere.

Legal tech 71

Legal tech Legal tech Estate planning Document management 71

Legal Talk Network

JULY 23, 2021

Sickmeyer, the founder of bankruptcy software company NextChapter, faced rejection after rejection. On the Lawyerist podcast, Canadian lawyer Spencer Keys shares his experience buying a firm straight out of law school, then rejuvenating the small estate-planning practice. Client experience reframed.

Bankruptcy 130

Bankruptcy Estate planning Hearing Judge 130

Above the Law - Technology

DECEMBER 4, 2023

This groundbreaking concept of systemizing and optimizing a firm’s approach to non-hourly pricing through the use of a purpose-built software tool is an incredibly substantial innovation in the legal pricing space. We run a gender decoder for all new job postings, and we hired international contract software engineers. Anything else?

Mediator 325

Mediator Litigator Litigation Law firm 325

LawSites

DECEMBER 31, 2021

The Buyer’s Guide to Contract Management Software. Whether your legal team has already made the decision to implement contract management software or you’re still determining the best way to take control of your corporate agreements, this guide from ContractWorks will help you start your search for the right solution.

Estate planning 105

Estate planning Contract management Document management Law firm 105

Lawyerist

MARCH 1, 2025

For instance, an estate planning board might include columns for Initial Consultation, Document Drafting, Client Review, and Execution, while a litigation board might have columns for Initial Pleadings, Discovery, Motions, and Trial Preparation. Flexibility allows you to make a system that works well for your practice.

Court 59

Court Estate planning Time-tracking Software 59

LawSites

APRIL 6, 2022

LEAP Legal Software , an international provider of cloud-based practice management software for smaller law firms, has acquired WealthCounsel , a leading provider of software, training and support for estate planning lawyers, and its related company ElderCounsel. Going Deep on Content. Committed to Long Term.

Legal software 52

Legal software Legal software Estate planning Software 52

LawSites

DECEMBER 7, 2023

Shariawiz , the leading faith-based Islamic estate planning online portal designed to make estate planning for American Muslims easy, accessible, affordable, and secure, is rolling out the first Sharia-compliant prenuptial agreement in December 2023. It’s expected to go live in Q1 of 2024.

Estate planning 122

Estate planning e-records Mediator Litigator 122

Attorney at Work

AUGUST 24, 2021

A client executive is relocating and looking for a real estate agent. A client bank is evaluating new software systems. A neighbor is looking for an estate planning lawyer. A referral source is seeking speakers for a seminar. An accountant referral source wants to join a club.

Lawyer 137

Lawyer Estate planning Software Attorney 137

Lawyerist

NOVEMBER 1, 2024

An estate plan results in powers of attorney, wills, healthcare directives, and perhaps trusts. Firms must invest in a law practice management system (LPMS) with robust document creation and management tools to move from their current chaos to a future of fluid workflows.

Document storage 59

Document storage Estate planning Mediator Practice management 59

LawSites

JANUARY 19, 2024

The law practice management company LEAP Legal Software has hired Misti Holmes , a 20-year veteran of the legal technology, as its new chief operating officer in the United States. LEAP says that experience will help her ensure that new LEAP customers are getting the most out of LEAP and its cloud-based software.

Legal software 69

Legal software Legal software Legal tech Legal tech 69

ABA TECHSHOW

FEBRUARY 6, 2024

LEAP Legal Software, Booth 509 Recent/Relevant News LawSites + Law360 : “LEAP Legal Software Names Legal Tech Veteran Misti Holmes As Chief Operating Officer for the U.S.” Used by 60,000+ legal professionals worldwide, LEAP offers best-in-class legal drafting for estate planning via the WealthCounsel integration in LEAP.

Legal software 45

Legal software Legal software Estate planning Software 45

Clio

NOVEMBER 4, 2024

Valuing your firm ensures fair compensation for departing partners, aids in buyout planning, protects financial health, supports mergers or sales, and clarifies ownership and equity for retirement and estate planning.

Law firm 98

Law firm Law Law Estate planning 98

Legally Speaking

MAY 21, 2023

She founded Goldberg LLP , a law firm that specializes in estate planning for high-net-worth and ultra-high-net-worth families. You can catch Rob and Natalie Goldberg talking about: The high-level definition between estate planning, wills, trust, asset protection, elder law, and wealth preservation.

Estate planning 58

Estate planning Legal software Legal software Software 58

Legal Tech Monitor

JANUARY 19, 2024

The law practice management company LEAP Legal Software has hired Misti Holmes , a 20-year veteran of the legal technology, as its new chief operating officer in the United States. LEAP says that experience will help her ensure that new LEAP customers are getting the most out of LEAP and its cloud-based software.

Legal software 52

Legal software Legal software Legal tech Legal tech 52

Legal Tech Monitor

MAY 16, 2023

The majority of law firms use just five or fewer unique software products, according to a legal industry study published today by the law practice management company Smokeball. Business, estate planning, and family law firms spent the most time in software, with about three in 10 spending 75% or more of their time using tech.

Law firm 52

Law firm Software Estate planning e-discovery 52

Centerbase

MAY 14, 2025

Streamline the Billing Workflow Automating manual billing processes through software that integrates with timekeeping, matter management, and accounting minimizes manual work and errors. But integrated software that syncs across systems eliminates double work and can help firms reclaim billable hours.

Law firm 52

Law firm Time-tracking Billing software Law 52

Attorney at Work

MAY 20, 2022

While it may not be cost-effective for an attorney to simply draft a basic will or contract, that attorney becomes a trusted advisor when reviewing an estate plan or a real estate transaction, giving clients confidence that a particular contract or transaction is in their best interest. . Practicing Law on Internet Time.

Law 130

Law Law Estate planning Law firm 130

Rocket Matter

JANUARY 21, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. The platform allows firms to organize templates by practice area (family law, estate planning, intellectual property law, etc.)

Document automation 52

Document automation Law firm Law Law 52

Rocket Matter

OCTOBER 3, 2023

Download free guide Entry descriptions Whatever software you use to track billable hours, when you label your task, pay at least a little bit of attention to what you write. That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Rocket Matter

APRIL 15, 2025

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Succession planning helps protect those relationships by keeping matters documented, tracking contact history, and communicating the transition in an orderly and transparent manner.

Law firm 52

Law firm Law Law Time-tracking 52

Lawyerist

MARCH 14, 2024

One of the strongest cases for law practice management software (LPMS) is that it understands how legal professionals work. Practice management software excels where Outlook or the Google Suite fails because an LPMS works within the concept of a “matter,” something unique to the legal market. Jones or the Thomas estate plan).

Mediator 69

Mediator Estate planning Practice management Software 69

LawSites

DECEMBER 31, 2021

The Buyer’s Guide to Contract Management Software. Whether your legal team has already made the decision to implement contract management software or you’re still determining the best way to take control of your corporate agreements, this guide from ContractWorks will help you start your search for the right solution.

Estate planning 52

Estate planning Contract management Document management Law firm 52

Rocket Matter

FEBRUARY 20, 2025

It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Maximizing billable time: Focus on clients while Rocket Matter handles time tracking and billing.

Law firm 52

Law firm Injury Lawyer Time-tracking Accident Lawyer 52

LawSites

JANUARY 31, 2023

Prior to joining Documate last November, Martin co-founded and scaled logistics software company Beacon. Earlier, he served in software development and engineering leadership roles at both Amazon and Microsoft. If the client uses an attorney who is on the platform, the client can authorize the data to be transferred.

Document automation 98

Document automation Estate planning Law firm Attorney 98

Clio

AUGUST 28, 2024

Thankfully, using cloud-based legal practice management software like Clio makes it easier than ever for lawyers to work more efficiently and automate routine tasks—no matter where they are. Cloud-based software will become more prevalent, and the future of law firms will be more efficient and location-agnostic. Eager to learn more?

Intellectual Property 98

Intellectual Property Mediator Lawyer Estate planning 98

Attorney at Work

JANUARY 11, 2022

In the early days of cloud computing, I used to point to iTunes as a model cloud application because it provided the best of both worlds — online content in native Mac software. This may explain why DocMoto from CHL Software won a TechnoLawyer Top Product Award. DocMoto is a document management system (DMS) built for law firms.

Legal technology 64

Legal technology Legal technology e-filing Practice management 64

Clio

MARCH 8, 2023

Accounting lawyers possess a breadth of knowledge of the rules and regulations surrounding business transactions, taxes, estate planning, and wealth management. They counsel clients on tax laws, draft documents such as wills, develop estate planning strategies, handle tax disputes, and defend clients against IRS audits.

Lawyer 64

Lawyer Estate planning Law firm Defendant 64

Rocket Matter

SEPTEMBER 26, 2023

Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself.

Client Intake 96

Client Intake Law Law Law firm 96

Legal Tech Monitor

DECEMBER 7, 2023

Shariawiz , the leading faith-based Islamic estate planning online portal designed to make estate planning for American Muslims easy, accessible, affordable, and secure, is rolling out the first Sharia-compliant prenuptial agreement in December 2023. It’s expected to go live in Q1 of 2024.

Estate planning 52

Estate planning e-records Mediator Litigator 52

Lawyerist

MAY 16, 2024

This type of program is called client relationship management software (“CRM”). A CRM helps you plan, control, review, and report on the entire client intake process, from initial marketing to signed engagement agreement. that they need to manage and work to turn potential clients into paying clients.

Client Intake 72

Client Intake Law Law Time-tracking 72

Lawyerist

APRIL 12, 2024

By recording time and knowing, for example, that a $10,000 flat fee estate plan takes $5,000 to prepare ( i.e. , comparing the fee charged against staff salaries and other expenses), the firm gains a profit margin “snapshot.” Hourly billers get a sense of profitability with every pre-bill, discount, or write-down they give a client.

Time-tracking 69

Time-tracking Estate planning Practice management Attorney 69

MatterSuite

FEBRUARY 27, 2024

Reliable Webinar Platforms and Software Choosing a reputable and reliable webinar platform is fundamental to the success of any virtual event. Estate Planning Essentials: Securing Your Family’s Future Provide an overview of estate planning basics.

Law firm 52

Law firm Intellectual Property Estate planning Law 52

MatterSuite

FEBRUARY 27, 2024

Reliable Webinar Platforms and Software Choosing a reputable and reliable webinar platform is fundamental to the success of any virtual event. Estate Planning Essentials: Securing Your Family’s Future Provide an overview of estate planning basics.

Law firm 52

Law firm Intellectual Property Estate planning Law 52

Rocket Matter

SEPTEMBER 9, 2022

Many file-sharing and e-signature services integrate with your current legal practice management software. You can use information from your legal practice management software to create the files that you share with your clients, further increasing productivity AND reducing manual error. Everything you need is stored on your computer.

e-filing 52

e-filing Law firm Law Law 52