LawSites

APRIL 30, 2025

Coheso, an AI-powered intake and work management platform that describes itself as a “legal front door” for corporate legal and compliance teams, today announced a significant enhancement to its platform with the addition of a universal contract lifecycle management (CLM) connector, which it says enables seamless integration and granular (..)

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LawTechnologyToday

MAY 13, 2021

Too many law firms are operating without the critical software tools for legal lead intake and law firm management needed to keep up in today’s market. Integrating your systems to support a legal lead’s journey from intake all the way through their case is the key to success. What Legal Software Platforms Need to Be Integrated?

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Above The Law

FEBRUARY 5, 2025

The + in CounselLink+ refers to integration users of the system now have access to all of their organizations customizable tech stack, as well as all of the additional Lexis products they subscribe to, with one password. The platform also integrates with the major online contract execution platforms.

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Attorney at Work

JULY 22, 2022

Save time in your work day with Rocket Matter legal practice management integrations. One easy change you can make today is to integrate the software you use every day with your legal practice management software. In short: integrating your accounting software with your practice management tools can save everyone time.

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Attorney at Work

APRIL 30, 2021

He is also a sought-after trainer and presenter for lawyers who seek to integrate Macs and iPads into their practice. Also read: “Instagram Benefits and Quick Tips for Lawyers” Juda Strawczynski: Try Online Intake Tools to Convert Passive Visitors . Settify has expanded from Australia and the U.K.

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Attorney at Work

JULY 26, 2021

This true standalone practice management experience by MyCase focuses on the modern law firm experience with lead intake, collaboration and payments. In particular, law firms have focused on three areas for updating old school systems: 1) Intake, 2) Collaboration, and 3) Payment models. Lead Intake.

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Above The Law

MAY 6, 2025

That means combining awareness-building ( SEO , paid search, social media), engagement (high-converting websites, reviews, AI chat), and conversion tools (intake automation, online scheduling, and 24/7 communication). Better alignment between your website, your advertising , your client intake, and your reputation. Better targeting.

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Above The Law

APRIL 21, 2025

Their applications include drafting contracts and legal documents, automating client intake, summarizing legal research, and streamlining administrative tasks like scheduling and billing. Pilot a single AI tool, such as a chatbot for client intake, before scaling up. Seamless Integration. Start Small. Train Your Team.

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CARET Legal

NOVEMBER 8, 2024

For example, a firm might analyze data from its intake process to determine which marketing channels—such as referrals, online ads, or social media—generate the most valuable leads. However, even with integration with current systems, training staff to interpret the data and insights generated by analytics tools is still crucial.

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CARET Legal

DECEMBER 16, 2024

E-Filing Integration: File documents directly to bankruptcy courts and track filings within the platform. Case Workflow Customization: Create workflows that follow the stages of a bankruptcy case from intake to discharge or repayment plan completion. Trust Accounting: Manage client funds according to legal and ethical requirements.

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Attorney at Work

JULY 7, 2021

More recently, though, likely spurred in part by the COVID-19 pandemic and the driving need for online intake, more and more providers are focusing on marketing solutions, including by attaching marketing tools to their existing productivity software programs. What’s Up Now: Additional Lawcus Features.

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MyCase

DECEMBER 12, 2024

It can also handle client intake, appointment scheduling, and other administrative tasks. In addition, law firm phone answering service professionals can oversee tasks like legal client intake and appointment scheduling while routing more urgent or case-specific questions to your law firm. Think of it like a legal virtual receptionist.

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Attorney at Work

JANUARY 18, 2022

These tools can be configured to require answers to basic intake questions before scheduling a booking and to collect credit card payments before booking paid consultations. Virtual receptionists can help new clients complete intake forms, schedule consultations, help you collect unpaid invoices and more.

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CARET Legal

JANUARY 17, 2025

These platforms integrate features that support secure communication, streamlined workflows, and effective case management, ensuring that the process is both efficient and focused. Case Tracking: Provides a centralized dashboard for tracking progress across all stages of the mediation process, from intake to agreement finalization.

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JURIST

JULY 17, 2024

These initiatives mark significant progress in our effort to promote integrity and improve the skills of our legal professionals, the JCPS, and the public sector. The program had an intake of 700 in 2023 but did not take any in 2024 due to financial constraints.

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Attorney at Work

OCTOBER 1, 2021

Now that you’re more comfortable and natural on camera in Zoom, here are some third-party apps that will help you get the most out of meetings and integrate Zoom with other parts of your workflow. iGlasses is a Mac-only app that integrates seamlessly with your webcam to grant comprehensive control over the image.

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Knackly

APRIL 25, 2025

Woodpecker (now integrated into MyCase as Advanced Document Automation) was a go-to for simple legal document automation, especially if you worked out of Microsoft Word. Key features Microsoft Word integration: Build and automate documents without leaving Word. But heres the catch: Some found its features too basic as their needs grew.

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Knackly

MAY 9, 2025

API and integrations : Connect Docassemble to other tools and databases to push and pull data seamlessly. But keep in mind: while the software is free, youll likely have costs for hosting, development, and IT help, especially if you need advanced customizations or want to integrate it with other systems. Do It For You : $500 per month.

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MyCase

JANUARY 28, 2025

Manually vetting referrals and managing client intake doesnt just consume valuable time and resourcesit also limits your firms growth potential. To address these challenges, MyCase has partnered with Unbundled Attorney to streamline client intake and onboarding for law firms while connecting them with clients seeking unbundled legal services.

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Attorney at Work

SEPTEMBER 20, 2021

We can handle conversations, perform client intake, and schedule appointments during and outside of regular business hours, working around your schedule and helping you stay focused. Our solution also integrates with Clio and Rocket Matter, synchronizing client communication to eliminate manual entries and avoid duplicates.

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Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. There are, of course, other tools that help attorneys integrate the details of each project into the day-to-day operations of their legal practice. Clio augments this process with a robust infrastructure for client intake reporting.

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Knackly

MARCH 18, 2025

Client-facing interfaces Collect information through branded, fillable forms, making intake and collaboration smoother. Data integration Sync with tools like Zapier and CRMs to pull in client details without extra manual work. Workflow automation Streamline the process of creating, reviewing, and finalizing legal documents.

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CosmoLex

NOVEMBER 14, 2024

They’re also easy to automate, making them well-suited to recurring transactions. Integrated payment solutions Another solution that has arisen for law firms is integrated payment processing. Integrated payment solutions incorporate payment processing into the firm’s practice management platform.

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LawVu

JANUARY 9, 2025

User-focused intake Legal teams frequently face a constant influx of requests, ranging from contract reviews to answering compliance questions. With an intake experience integrated into your legal matter management software, requests can be centralized and standardized right from the start.

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CARET Legal

DECEMBER 30, 2024

By ensuring consistency across all documents, bankruptcy software helps maintain the integrity of your submissions and protects your clients’ interests. Automated form generation and data entry significantly minimize the risk of errors in critical bankruptcy filings.

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Attorney at Work

SEPTEMBER 23, 2021

By embracing legal tech, firms are stepping into the future and preserving the integrity and success of their practices. That is prompting a reassessment of everything from research, contract and case management to data security, intake, invoicing and more. As another wave of COVID-19 ravages the U.S., Illustration ©iStockPhoto.com.

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LawSites

MARCH 1, 2023

Building on its acquisition last year of the contract lifecycle management (CLM) platform Parley Pro , LexisNexis is today announcing the integration of Parley Pro’s CLM capabilities to its cloud-based CounselLink enterprise legal management solution for corporate legal departments. Intake requests can be managed via a dashboard.

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LawSites

NOVEMBER 10, 2022

In an integration between two law practice products, Lawmatics , the legal CRM product founded by Matt Spiegel in 2017, now integrates with MyCase , the law practice management platform that Spiegel originally founded in 2009 and left in 2015. You can’t go home again, Thomas Wolfe famously wrote.

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Above The Law

FEBRUARY 3, 2025

Still, countless billable hours are spent on tedious tasks like data entry during intake. For years, CobbleStone Software has offered contract lifecycle management systems to help firms streamline their intake and review process, and the company was an early adopter of AI technologies.

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Rocket Matter

OCTOBER 23, 2024

Here’s how it stands out and scales with your firm’s growth: Legal-specific workflows : Unlike generic CRMs, Rocket Matter includes features tailored to legal practice, such as matter management, billing integration, and trust accounting. Advanced automation : Automate everything from client intake to case updates.

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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. Data integration If you’re using Clio Manage, you can pull client data directly into your documents, saving time on manual entry. Youre not short on options!

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The Process Street

AUGUST 6, 2021

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. The Claims & Client Intake Workflow Demo. The Claims & Client Intake Workflow Demo shows Process Street in action.

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LawVu

MAY 4, 2025

Embedded AI is AI which is seamlessly integrated into your workflows as part of your existing legal technology system. One major advantage of embedded AI is that it allows legal teams to leverage AI without the challenges of having to undergo complex training or integrating additional systems into their workflows.

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NCBA Law Practice Management Blog

APRIL 27, 2023

Failing that, this may be done via integrations for scheduling, and payments + applied through the case management software’s existing workflow tool. And, standalone CRM products are beginning to function in exactly the same way , while also featuring additional integrations to case management software.

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Attorney at Work

SEPTEMBER 2, 2022

In addition to vetting clients, some firms add features that automate the intake process with smart forms and questionnaires that allow clients to provide information about their legal issues. A portal provides a place for you to share documents securely and communicate with clients via email, text or video.

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CARET Legal

MARCH 17, 2025

Integrated Document Management: Store, organize, and retrieve case files without digging through folders or email chains. Conflict Checks Before Case Intake: Avoid ethical headaches by identifying conflicts before accepting a case. Payment Processing Integration: Accept secure electronic payments to cut down on collection delays.

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LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. ” Focus on Intake and Automation. But the focus will remain on client intake and marketing automation.

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