CARET Legal

NOVEMBER 12, 2024

They offer the potential to dramatically improve efficiency, reduce costs, and enhance client service. By automating time-consuming tasks like initial document review or contract analysis, lawyers can dedicate more time to strategic thinking, client counseling, and complex problem-solving—the areas where human expertise truly shines.

Legal Technology Solution 122

Legal Technology Solution Technology Document Review Legal 122

Above The Law

MAY 6, 2025

Word of mouth remains one of the most powerful sources of new clients, and for good reason. But heres the question too few law firms are asking: How many referred clients are you losing because they cant find you online, or dont like what they see when they do? Todays legal clients expect same-day responses, and they wont wait around.

Laws 101

Laws Law Firms Law Firm Legal 101

Attorney at Work

SEPTEMBER 13, 2022

Live chat and chatbots are helping law firms have those conversations with potential clients. LawDroid Intaker Gideon The Benefits of Chatbots for Lawyers The Challenges of Chatbots for Lawyers Live Chat and Bots – Why Not Both? The company offers a number of chat plans, so you only need to pay for the features you want.

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Law Firms Law Firm Laws Lawyer 267

Attorney at Work

MAY 17, 2022

Flipping through the catalog, filling out a handwritten form, mailing in a check, waiting on a delivery. Here’s how your law firm can borrow the best from e-commerce and position itself to attract and serve more clients. During the second stage, the client becomes interested in your firm and its various offerings. Consideration.

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Lawyer Lawyers Law Firm Law Firms 245

Attorney at Work

MAY 20, 2022

If he were with us today, it’s likely that Lincoln would not have the time or knowledge to pursue such a broad range of legal cases and clients. Common legal documents and forms such as wills, real estate agreements, contracts and divorce agreements are now available online. Ways Clients Win. Commoditization of Legal Documents.

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Real Estate Laws Law Firms Law Firm 314

Attorney at Work

SEPTEMBER 15, 2022

This is why legal project management is turning into a field of its own, innovating industry-specific techniques for improving client service and efficiency, in ways that increase client involvement and transparency. A client intake staff member can create a new board for each potential client.

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Project Management Attorney Legal Technology Solution Legal 275

Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. One day your leads are filling your intake pipeline — but the next day? Law firms need a client intake process that’s seamless for both prospective clients and staff.

Laws 130

Laws Law Firms Law Firm Attorney 130

Knackly

APRIL 25, 2025

But heres the catch: Some found its features too basic as their needs grew. It works right inside Microsoft Word (as part of your MyCase subscription), turning your go-to legal documents into smart templates that pull in client data and adjust based on your needs. Reuse data : Save client info and use it across different templates.

Legal Documents 52

Legal Documents Legal Legal Drafting 52

MyCase

DECEMBER 12, 2024

A law firm answering service manages client calls and website live chats on behalf of a law firm by answering, addressing, and forwarding calls and communication as needed. It can also handle client intake, appointment scheduling, and other administrative tasks. Think of it like a legal virtual receptionist.

Law Firms 52

Law Firms Law Firm Laws Legal 52

Knackly

MARCH 18, 2025

We’ll break down their features, pricing, and what makes each one stand out so you can find the best fit for your practice. Key features Template automation Turn your frequently used legal documents into reusable templates that auto-fill based on client or case data. What Is Gavel? Extra users: $40/month each.

Legal Documents 52

Legal Documents Document Review Legal Legal 52

NCBA Law Practice Management Blog

MARCH 28, 2024

Maybe the most important activity that you can engage as a business owner, is to convert leads into clients – because, with out that process being successful: you don’t really have a business. First, law firms should endeavor to create a ‘universal intake form’ – that can be used by any staffperson or outside vendor, in any context.

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Law Firms Law Firm Laws Attorney 130

Attorney at Work

JANUARY 7, 2022

Still using a PBX or hybrid PBX, and not in love with the clumsiness and lack of modern features your phone system affords? Attorneys and firms need to have a sufficient online presence and tech-enabled practice to serve clients, who generally expect to work with their attorney online. Existing features. What tool to choose?

Technology 309

Technology Legal Technology Solution Lawyer Lawyers 309

Knackly

MAY 9, 2025

Not exactly the best way to impress your clients with seamless document delivery. Key features Guided interviews : Build interactive forms that adjust based on user answers. Highly customizable : Use Python to build out custom features, tweak workflows, and expand functionality.

Legal Documents 52

Legal Documents Legal Legal Contract 52

Attorney at Work

DECEMBER 28, 2021

When the reports went digital, several of them were featured on Attorney at Work. Today, perhaps more organically, corporate clients are starting to look at a firm’s commitment to diversity, equity and inclusion as a criterion for engagements. Bots have been hot for high-volume intake and are now taking client interface further.

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Law Firms Law Firm Laws Lawyer 303

LawSites

FEBRUARY 14, 2024

At the American Bar Association’s Techshow this week in Chicago, the law practice management platform Smokeball will unveil its plan to deploy generative artificial intelligence within its platform across the client lifecycle, from intaking new clients to handling their matters to billing them for the work.

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Drafting Lawyer Lawyers Law Firm 133

The Process Street

AUGUST 6, 2021

Process Street has given Premier Claims an easy and elegant means of collecting and securely storing client information. One such process Premier Claims uses Process Street for is their Claims and Client Intake Workflow. ” – Premier Claims salesperson, Claims and Client intake workflow Demo. .”

Contract 111

Contract 111

Rocket Matter

OCTOBER 23, 2024

Law firm growth happens when you bring in new business and nurture your current client base. However, the daily demands of legal work can often leave little time for maintaining the interactions that generate leads and sustain long-term client relationships.

Law Firms 52

Law Firms Law Firm Document Management Legal 52

Rocket Matter

APRIL 22, 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. Explore how Rocket Matter vs. Neos compare s across core features and discover which solution could best support your success. Rocket Matter vs. Neos : Which Has the Better Features?

Legal 52

Legal Legal Law Firms Law Firm 52

MyCase

DECEMBER 20, 2024

These directories serve as a vital resource for potential clients seeking legal help, offering quick access to detailed attorney profiles categorized by practice area, location, and reviews. This shift highlights the growing importance of being easily found where clients are actively searching.

Law Firms 59

Law Firms Law Firm Legal Legal 59

MyCase

JULY 22, 2024

Productivity optimization can improve law firm profitability, client satisfaction, and workplace morale. Let’s explore this relationship between firm productivity and technology with a review of common productivity issues, efficiency strategies, and the essential features of practice management software.

Law Firms 98

Law Firms Law Firm Laws Document Management 98

LawSites

SEPTEMBER 22, 2021

PracticePanther offers features in case management, time tracking, billing, client intake, payment processing, calendaring, e-signatures, and more, all designed to empower lawyers to automate their practices. Each episode features a hands-on demonstration, presented by the product’s developer and moderated by me.

Legal Technology Solution 98

Legal Technology Solution Calendaring Laws Case Management 98

Knackly

MARCH 25, 2025

If youre already using Clio Manage, Clio Draft integrates directly with it, making it easier to pull client information into your documents. Key features Template automation Turn your most-used documents into reusable templates that autofill with client data.

Legal Documents 52

Legal Documents Drafting Legal Legal 52

MyCase

SEPTEMBER 14, 2021

The day-to-day tasks involved in running a successful law firm – including tracking deadlines, staying on top of client communications, overseeing your firm’s finances, and business development – can take up significant amounts of time. The end result will be happy clients and a healthy bottom line. Client intake.

Law Firms 98

Law Firms Law Firm Laws Case Management 98

CosmoLex

NOVEMBER 14, 2024

Look for these six features when choosing a legal CRM—and put them to work for your law firm. Look for these six features when choosing a legal CRM—and put them to work for your law firm. As a form of payment, cryptocurrency represents a growing share of the market. But not all legal CRMs are created equal.

Legal Technology Solution 52

Legal Technology Solution Legal Legal Law Firms 52

Rocket Matter

APRIL 30, 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. Everything is evolving at a lightning pace from how services are delivered to how clients expect to interact. Are staff fully prepared to use AI without compromising client confidentiality?

Law Firms 59

Law Firms Law Firm Laws Legal 59

MyCase

OCTOBER 5, 2021

Is your law firm taking advantage of legal software to streamline your law firm’s processes from client intake to the final bill? By taking advantage of the latest legal software features, your law firm will run much more smoothly. Client Intake. Lead management. Contact management.

Legal 98

Legal Legal Law Firms Law Firm 98

LawSites

MAY 9, 2022

LollyLaw helps streamline a firm’s client intake, immigration form completion, document management, calendaring, time tracking, billing, online payments, and reporting. 08:48 – Populating Forms via LollyForms. 11:42 – Collaborate on Forms with Clients via LollyForms. About How It Works.

Case Management 98

Case Management Immigration Law Firms Law Firm 98

MyCase

NOVEMBER 16, 2020

In response to the emerging challenges sweeping the legal industry this year, MyCase released a number of features that helped attorneys and supporting staff work full-time from anywhere, engage clients virtually, and continue to get paid promptly with zero disruption to business. 18:31 – Intake Forms.

Attorney 98

Attorney Legal Documents Legal Legal 98

LawTechnologyToday

JUNE 23, 2021

This month, we asked our panel to tell us about changes they have made to their intake process. What role does technology play in your client intake process? DK : My intake process is technology-based and integrated into all of my practice management. Has your intake process changed due to COVID-19?

Technology 95

Technology Lawyer Lawyers Work From Home 95

MyCase

MARCH 1, 2021

With the rise in demand for remote working opportunities and contact-free client services, staying connected virtually is more important than ever for legal teams. To that end, MyCase has recently released a number of features that help legal professionals collaborate with clients and team members instantly, regardless of location.

Law Firms 98

Law Firms Law Firm Laws Legal Documents 98

LawTechnologyToday

NOVEMBER 25, 2022

Free you up to do what you do best: represent your clients. With this feature, you can capture and log all billable time as you switch between matters. Create a better client experience, especially if they can pay directly through the invoice with a digital payment method . Is the system easy for clients to navigate? .

Law Firms 95

Law Firms Law Firm Calendaring Laws 95

MyCase

OCTOBER 26, 2021

Between managing inquiries from potential clients and opening new files to tracking case deadlines and sending out invoices, there’s always something new that needs to be done and the to-do lists never end. Set up online intake forms. First, let’s explore one way that your firm can streamline client intake.

Law Firms 98

Law Firms Law Firm Laws Legal 98

CARET Legal

SEPTEMBER 9, 2024

By leveraging modern technology to improve case management processes, firms can handle more cases, serve clients better, and maintain a competitive edge in a challenging market. This knowledge forms the foundation for targeted improvements that can significantly reduce review time and costs.

Document Review 119

Document Review Case Management Project Management Legal 119

LawTechnologyToday

MAY 30, 2022

And how do you ensure the automation process doesn’t sacrifice your ability to provide a client-centered experience? This gives your law firm the advantage of servicing your clients and attracting new business more efficiently. Creates a better client experience. Client intake. Tools for client intake automation.

Law Office 102

Law Office Laws Law Firms Law Firm 102

CosmoLex

JANUARY 27, 2025

Timekeeping To bill clients for your work, you must track your time. Without a record of what tasks were done for each case, and how long each task took, it would be impossible to accurately bill clients. Look for these six features when choosing a legal CRMand put them to work for your law firm.

Law Firms 52

Law Firms Law Firm Laws Legal 52

Rocket Matter

OCTOBER 19, 2022

You could simply not pick up your phone, but it might be a potential client who would be the perfect fit for your firm. Delivering a responsive, client-centered experience at your law firm helps convert leads, retain clients, and build your reputation as the best law firm to work with. Client intake.

Legal 98

Legal Legal Law Firm Law Firms 98

CARET Legal

AUGUST 13, 2024

Legal practice management software empowers criminal defense attorneys to efficiently handle 50+ cases at once, ensuring effective representation and improved client outcomes. A missed deadline could have severe consequences for a client, potentially jeopardizing their freedom or legal rights.

Attorney 115

Attorney Case Management Calendaring Legal 115