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Clear ClientCommunication: Effective communication is essential for providing exceptional client service and achieving successful outcomes. Comprehensive reporting capabilities on case outcomes, financial performance, and team productivity enable data-driven decision-making.
Question: I feel like I did all I could over the last few years to keep my cell number out of clients’ hands. But I think I opened the floodgates when I recently began allowing clients to text me. Now that I’ve opened the door to another channel of communication, what ethics pitfalls might come from texting clients?
Case Status software’s new SMS for Legal app helps law firms easily and securely text with clients as part of their case workflow. Case Status is a client connection platform for law firms. In other words, it’s a one-stop-shop for all clientcommunications needs. Textual Analysis. In fact, the No. In fact, the No.
As a practicing attorney, he knew the grind of balancing client service, firm management, and staying competitive. LawDroid, his brainchild, focuses on using AI to automate repetitive tasks, enhance client experiences, and help firms scale efficiently. Elevate Client Service. Clients expect more for less, Tom explained.
There are three main elements that can make or break a bankruptcy case: paperwork, timelines and communication. Automatic stay periods, filing deadlines, and creditor meetings create a high stakes environment where a missed deadline can have severe consequences and potentially blow a clients case.
By adopting strategic approaches to leveraging technology, firms can streamline claim management, reduce bottlenecks, and improve efficiency Handling a large volume of insurance claims can overwhelm even the most organized law firms, straining resources and impacting client satisfaction.
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.
Invoices will capture all outgoing funds for clients, including trust funds. And, various payment options are available for clients, including e-invoice links, to which law firms can add payment reminders. Perhaps the best part is that once a stage is complete, the software can generate automated notifications to clients.
A paralegal’s role is to know the objectives of each case, to employ systems to efficiently drive it toward resolution and to keep attorneys, clients, experts, vendors, and all other stakeholders informed and invested throughout the case’s trajectory – in other words, to work their cases like a project manager. LEARN MORE 3.
Knowing what billable time is and managing it well can boost productivity. It can also improve client satisfaction and increase profits for the firm. In the legal industry, billable hours are the time a lawyer spends on tasks for a client. You can charge the time spent on these tasks to the client.
Lawyers have been working “remotely” for decades — from the courts, in their cars, from suburban outposts, at clients’ offices and, yes, from home. With so much of the work between colleagues and clients shifting online comes a need for a robust cloud-based infrastructure that can support all staff doing remote work.
Real estate transactions are intricate undertakings, involving multiple parties such as lawyers, agents, clients, and external stakeholders. Team Dynamics: Attorneys managing different aspects of a deal – from title reviews to zoning issues and financing – need to be able to communicate effectively.
Today’s law firms need tools that eliminate busy work and keep teams focused on streamlined workflows and client outcomes and results. Reduce inbox congestion, keep lines of communication open, and streamline workflows to improve productivity and inspire your teams’ best work. That’s Work Inspired. NetDocuments PLAN.
Early in my legal career, I assumed that “being responsive” meant that I needed to respond immediately to emails from clients and colleagues. In most cases, clients and colleagues aren’t looking for an instantaneous response. Most clients will respect that.”. The Trouble With Spending Too Much Time in Your Inbox.
Law firms of all sizes are feeling pressure to meet client demand for both tailored services and greater efficiencies in this rapidly changing industry. Must law firms keep pace with their clients’ technology efforts? Law firms are prime targets for the theft of sensitive client information. According to Gartner Inc.,
In the example, based on the lawyer’s real-world experience, the partner would promise a deliverable to his client without consulting his team and then delay delegating the task to the more junior attorneys. We also discussed how she could communicate the specifics of what she would be able to produce in the timeframe provided.
What if there was a way to streamline your practice, boost productivity, and enhance client satisfaction – all while reducing stress and improving work-life balance? Your desk is piled high with case files, your inbox is overflowing, and you’ve got back-to-back client meetings all day. Sound familiar? Sound familiar?
Good lawyer-client relations are less about you knowing the answers and much more about knowing the right questions to ask. That’s why clients seek your help, right? Lawyer-Client Relations: Socrates Was On to Something. Case in point: Your first meeting with a new client. Then be clear with your client.
Repeat clients are the most accessible and cost-effective prospects to target. . Whether it’s the brand of coffee you most enjoy or a specific type of running shoes that allows you to perform well, most of us are repeat buyers of certain products. So, If You Were a Product, Would You Be Your Client’s Favorite?
How to maximize productive time and ensure those contacting you get a responsive, personal experience? How do you maximize productive time while ensuring everyone who contacts your firm receives the responsive, personal experience they expect? Virtual receptionists and live chat. A typical attorney captures as little as 2.5
Lawcus Review: Lawcus has aggressively cross-pollinated lead and client management features across a single platform for law firms. . Even at this late date, the market is inundated with productivity (client management) options, while few marketing (lead management) tools built for law firms are available.
You can prepare a dynamite brief or brilliant estate plan, but if the client journey is difficult, your client still may not be happy. Jump ahead: The Client Journey. Giving the Client Attention. Parting Thoughts on the Improving the Client Journey. The Client Journey. Showing Interest. No Surprises.
Knowing the clients and companies they have worked for is a valuable indicator of their reputation, skills and expertise. GREEN FLAGS: “I follow a weekly schedule that I create around my clients.”. “I Outsourced staff members must have an equal understanding of expectations and communication pathways.
Work that can be systematized and automated should include: Intake, client and potential clientcommunications and reviews. You’ve outsourced the rest to do what you do best, so it’s important to follow through and ensure your time is productive. Leverage feedback to deliver an exceptional client experience.
In a perfect world, simplicity rules the day: A law firm would be able to access one software product to perform all major functions while also accessing features to fulfill needs as they arise — without having to chase down the next shiny object and the next one … and the next one after that. MyCase is focused on the customer experience.
The goal isnt just to minimize disruptionits to set each firm up for long-term success while maintaining client trust and operational continuity. Navigating a law firm split requires careful planning, clear communication, and the right tools to ensure a smooth transition. Transparency is key to keeping them engaged and reassured.
Client management is a crucial aspect of a paralegal’s job. It involves building and maintaining relationships with clients, handling their legal concerns, and providing them with the necessary support and guidance throughout the legal process. Learn the 7 C’s of Paralegal Communication Skills.
Family law offices are hectic places to work, with tight deadlines and emotionally disturbed clients. Petition preparation, discovery, motion practice, clientcommunication, witness location, and investigation are all part of a family law paralegal’s day-to-day duties. ClientCommunication. Role of paralegal.
Firms can leverage mediation tools to reduce costs, improve client outcomes, and enhance efficiency. Rising expenses, including legal fees, court costs, and lost productivity, create challenges for firms aiming to manage disputes efficiently. However, the success of mediation often hinges on the tools available to support it.
Horace shared practical insights into building successful legal tech products, particularly those leveraging large language models (LLMs). While building MVPs has never been easier — thanks to tools like LangChain and LamaIndex — scaling from prototype to production remains a significant hurdle. Transparency. Tech Builder.
Amid the coronavirus pandemic, office workers everywhere have shown that to be productive, all you need is a laptop, a reliable internet connection and a desk. The latter can be especially useful for meeting with clients when you would rather not meet online, or you could rent an office exclusively for ad hoc meetings. Should you?
If you have no boundaries, you may say “yes” to matters or clients when you really mean “no,” leading to discouragement and resentment. It empowers you to take care of yourself as well as your work and clients. The happiest lawyers are also the most productive and efficient. Boundaries also encourage others to show you respect.
As in any industry that relies on collaboration, communication and transparency, the pandemic has forced legal professionals to find new strategies to manage their work. Fueled by increasing investor interest and client demand, legal tech is on the rise. How does your firm protect client privacy and share client files?
Attend (or eavesdrop on) any young associate lunch or happy hour and you’ll likely overhear commiserating on how hard it is to communicate with firm partners and shareholders. Amid the pandemic, working from home and more asynchronous communication may have made it worse. Lead With Empathy. At the same time, partners are people, too.
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. With advanced technology for law firms, experts can reduce the time they spend on repetitive tasks and place more effort on more demanding activities like client strategy.
Here are some of the most common video marketing mistakes lawyers make: Creating or approving video content on topics that fail to convey expertise and professionalism, or settling for amateur production values that fail to convey expertise and professionalism. Failing to use video client testimonials. Be consistent.
By Lawrence Pascoe Compared to other businesses, lawyers have not evolved in how they serve their clients Let’s be honest; the way lawyers serve their clients has not changed much , not just from the late 1970s when I started practicing law but probably since the 1200s when England passed laws regulating the conduct of the legal profession.
Has texting become the primary method of business communication? Since I had had email communication with Panelist #2, I called his (mobile) voice line. But now, it seems people expect video communication to be the default method for meeting regardless of any instruction otherwise. How to Communicate. Our Zoom Culture.
Their concerns are rooted in a belief that their insights will be put to use, independently, by a prospective client, and thus their efforts will be wasted. A prospective client isn’t searching for a solution to a complex legal challenge so they can implement the solution themselves. This belief is understandable but mistaken.
Some of us are reluctant to charge what we are really worth or feel bad about increasing rates for longtime clients. We may struggle with being in a high-rent market, such as New York or San Francisco, while serving clients in other locales used to paying lower regional rates. Lawyer Billing Rates: Clients Value Transparency.
So youre really good at drafting discovery, doing legal research, managing document productions, etc. If youre operating from the career security mindset, then you still go out and learn everything you can about eDiscovery , maybe even try to get your attorney to allow you to do the next small document production electronically.
Tasks like handling the lengthy form filling process, communicating effectively with clients, and accepting payment for all that hard work can be difficult when not managed correctly. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.
McElroy at Procter & Gamble circulated a memo that envisioned an employee who would be responsible for every facet of brand development — everything from tracking sales to advertising, promotion and product development. A client intake staff member can create a new board for each potential client.
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