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In the realm of intake, Zoom calls and esignatures have replaced signing meetings. When MyCase adds a new feature, they’re not relying on another software provider to build it and link it to their system. Three-Point Line: New MyCase Features Focus on the Modern Law Firm. Cash and checks turn into electronic, automated payments.
Most of the software that business owners buy has a lot more features than those same business owners use. So, if you’re ignoring valuable software features, you’re probably less efficient. Case management softwares, too, a re getting more robust, by adding things like esignature, epayments, video conferencing, and the like.
Legaltech software vendors, are racing to add artificial intelligence features to their products, as demand has grown for tools built for law practices – so that attorneys can shift from attempting to utilize (or a ttempting to a void) general use products, like ChatGPT or Google Bard.
For process-oriented law firms that prize workflows, esignature and epayment links, as well as requests for reviews, can be added to text chains. The post Status Update: Case Status Releases SMS for Legal, a New Business Texting Feature appeared first on Attorney at Work. Users can schedule messages, too.
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. Attend this live virtual workshop and get an intimate look at how MyCase is helping legal professionals: Perform virtual client intake and eSignature seamlessly.
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. 7:06 – eSignature. Jump to a Topic.
Look for these six features when choosing a legal CRM—and put them to work for your law firm. Its legal-specific features help prevent compliance issues. But not all legal CRMs are created equal. Try CosmoLexPay today and see the difference an integrated solution can make for your firm.
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. 10:52 – eSignature.
Infographic Six Essential Features in Your Legal CRM (and How to Use Them) While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal.
8 Essential Features of Integrated Accounting Software Integrated accounting software can be a game changer for law firms, streamlining complex financial tasks—but what sets the best solutions apart? Every legal-specific accounting system should have some key features to support your financial operations and ensure compliance.
These features make it easier to keep materials organized and keep your team on the same page, even when dealing with massive amounts of data. eSignature Tools Legal technology that youre likely already using is eSignature software. Consider an all-in-one platform that includes everything you need to optimize your firms success.
Download free guide Rocket Matter’s unique CRM features and scalability Rocket Matter isn’t just any CRM—it’s designed specifically for law firms. 09 tips for leveraging your CRM features for growth (and why they’re important) Having access to the right CRM tools is only part of the growth equation.
Electronic signatures, or eSignatures, have emerged as a secure and efficient alternative that’s easy to use. Understanding the legal framework surrounding eSignatures is crucial for lawyers who want to integrate this technology into their practice without a hitch. Two primary laws govern the use of eSignatures in the U.S.:
But with secure file-sharing and eSignature software , you don’t need to choose between convenience and security. Why you should care about your firm’s digital security Let’s just rip off the bandaid: the average cost of a data breach globally in 2022 was $4.35 Choosing an online storage provider 4. Embracing mobile paperless tools 5.
If you’re unsure where to start, the five suggestions below should give you lots of ideas for ways to use the software features often found in law practice management software to increase efficiency in your firm. Check out the video below to see MyCase’s Smart Time Finder feature in action: Set up payment plans.
With this feature, you can capture and log all billable time as you switch between matters. Flexible Features. Do you want to offer additional features, such as scheduled payments, payment plans , or buy now, pay later? eSignature Capabilities . We offer a comprehensive suite of features, including the following. .
What really started to move the ball was all of the advances that have happened over the past 10 years with cloud-based software, and there are so many different features available in cloud-based software. For example, MyCase added lead management a while ago; MyCase is always adding new features. Well, that’s great news.
That’s why this blog post answers the question: How do you decide which CRM features are necessities for your firm and which are superfluous (and likely to go unused)? Look for these six features when choosing a legal CRM—and put them to work for your law firm. One-click eSignatures. But not all legal CRMs are created equal.
Important features to look for when choosing the best CRM software for law firms . Offering eSignature capabilities to quickly finalize new case paperwork. What Features Does a Good Law Firm CRM Have? eSignatures. Legal CRM software with eSignature capabilities makes it easy to finalize all paperwork for a new case.
The solution: one-click eSignatures . One-click eSignatures empower new clients to sign important documents when, where, and how it’s most convenient for them. . As an added bonus, many eSignature platforms include built-in high-level security for extra peace of mind when sharing personal information. .
With these questions in mind, consider which features would make your work easier. What security and compliance features need to be implemented? Secure file-sharing and eSignature services allow users to request, send, and receive documents securely and conveniently. What works well in your current system? Download free guide 4.
The process includes layers of defense features to make sensitive information inaccessible to unauthorized viewers, including secure links, encryption, and password protection. . It also opens the door for your firm to use eSignatures—a convenient and secure alternative to making in-person appointments to review and sign legal documents.
And which features do you need to streamline your practice and increase profits? Below we cover the top five legal tech features that legal professionals are using to get ahead. 5 Tech Features to Maximize Law Firm Profitability 1. How can you make sure you’re not left behind? Brengelman Law PLLC 2.
This popular style features tapers at the end of each letter and is more of a traditional format. And once a client is ready to sign, the MyCase eSignature process makes it easy to create, send, and finalize all new-business paperwork. . Below are a few serif and sans serif font options that work well for legal documents. Serif Fonts
Also announced were two significant feature updates to MyCase, both of which will be available next year: . Managing Attorneys Vi Nanthaveth, Benson Varghese, and Aaron Feldman shared how their firms take advantage of recently-released collaboration features in MyCase to resolve cases quickly and get paid faster. .
Infographic Six Essential Features in Your Legal CRM (and How to Use Them) While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal.
But what if you implemented secure file sharing and eSignature instead? Rocket Matter’s robust legal practice management software includes all the features in this article and more to help you secure more billable hours and set the right rates. And all of this? It goes into your rates. Get a clear view of your cashflow.
Do the software features only solve some of your needs, which may require you to use multiple solutions? If your current law practice management software (or prospects) has one or more of the issues below, it’s time to upgrade. Does the software have trouble running smoothly and/or securely?
Reports suggest that over 71% of law firms rely on video conferencing software and about 60% take advantage of eSignature and other technologies. Rocket Matter also simplifies the process with secure filing and impressive eSignaturefeatures. By using advanced practice management software , law firms can reap various benefits.
CRMs that integrate with eSignature tools streamline the intake process by sending documents and requests to your clients’ phones so they can sign them on the go. Rocket Matter legal CRM includes features like task lists, calendars, and document management to help you stay on top of deadlines while working on multiple cases simultaneously.
Fortunately, Rocket Matter is here to help you take the guesswork out of time and billing with these essential features every law firm needs in 2023. . Try secure file-sharing and eSignature software. . According to rule 1.5 of the ABA , lawyers are not permitted to collect unreasonable fees for expenses. .
Infographic Six Essential Features in Your Legal CRM (and How to Use Them) While your legal practice management software keeps the daily work of a law firm moving, legal CRM software makes it easier to bring in new clients, engage current clients, and increase your profits. But not all legal CRMs are created equal.
Here’s how you can use practice management software features to start today. 1. Get client signatures faster with eSignatures Hard copy signatures are a time-consuming pain point for law firms and clients. Establishing naming and filing conventions 3. Choosing an online storage provider 4. Embracing mobile paperless tools 5.
Another tool that has skyrocketed in popularity among attorneys is eSignature, with 28% of survey respondents saving six or more hours each month. However, eSignature speeds up the process, making it easy to securely share and collaborate on documents with potential clients. eSignature. Analytics Dashboard. Lead Status Board.
CosmoLexs built-in CRM features are seamlessly integrated into its comprehensive legal practice management platform. This feature means you can use your accounting software as a client relationship management (CRM) platform and centralize forms and documentation, connecting them to your billing and expense workflows.
This is particularly true if the technology doesn’t offer automated features like those built into MyCase calendaring software. . The MyCase legal practice management platform offers a comprehensive suite of features that you can pick and choose from, including: . Automated Docketing Software .
Let’s look at some basic tools you can take advantage of now (while leaving breathing room for you to scale and add features as you need them). 9 core tools to help your solo or small firm succeed Want to know one of the best-kept secrets of running a successful law firm ?
Consider document automation options, eSignature solutions, and even AI to help generate client communications. Just remember to adopt automations slowly. Too much automation at once, without proper planning, rollout, or team buy-in, is a recipe for frustration for clients and team members.
Integrated features for more organized case management . Optimize your case management processes with integrated features like: . Secure file-sharing and eSignature . The more of these distractions you can eliminate from your case management process, the more likely your legal matters are to stay on course. . Evernote .
12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? On your quest for the right payment processor, look for features that streamline and support the way law firms operate. Check. eSignature? Start accepting payments online! Download free guide 2. Check. Legal CRM?
The lack of industry-specific features and integrations means more work for busy lawyers. You need the right tools, and Rocket Matter ranks as best-of-breed in legal practice management software, recognized for its outstanding customer service and innovative features. That's where technology comes into play.
But with the features of an all-in-one legal practice software solution, your practice can improve efficiency for everyone on your team, from managing partners to legal assistants. Communication Lawyers must communicate with other attorneys, clients, staff, and court officials, so communication can get messy.
eSignature capabilities. Lawmatics and MyCase give you access to client portals and other communication features that make digital communication and collaboration a breeze. There are two tiers to the Lawmatics CRM—a client intake tier and a marketing tier. Here’s how it breaks down: The client intake tier includes: Intake forms.
If you want premium features, such as the ability to collaborate with others, you’ll need to pay for a Microsoft 365 subscription. Professional plans with premium features (such as integrations with Slack and Google Calendar) start at $9.99 Has instant messaging features as well as voice calls and video chat options. Accounting.
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