LawSites

SEPTEMBER 22, 2021

On this episode of How It Works : PracticePanther , a leading cloud-based law practice management software solution that serves tens of thousands of legal professionals in 170 countries. He provides an overview of the software, and then demonstrates five key features: Using intake forms to generate contacts.

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CARET Legal

MARCH 27, 2024

Utilizing a practice management software can simplify your operations and significantly enhance your practice. However, the administrative tasks integral to managing a small or specialty law firm can often pose significant challenges. Enter practice management software.

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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? Client Intake. Online intake forms simplify client intake and make it easy for potential clients to provide contact information via your law firm’s website at anytime, day or night.

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MyCase

JULY 8, 2022

And that’s especially the case with a legal intake process, which can be broken down into discernable steps—as we uncovered in the last post in this series. Now, just because you’re going to adopt more client intake technology (you will want to, after reading this piece), it doesn’t mean you have to dismiss your staff.

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LawSites

OCTOBER 9, 2023

In a separate post today , I wrote about major product announcements made today by the law practice management company Clio during its annual Clio Cloud Conference in Nashville. Updates to Clio Grow Updates announced today to Clio Grow, Clio’s client intake and client relationship management software, were: Automated workflows.

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MyCase

NOVEMBER 10, 2022

Running a successful and client-centered law firm requires a lot of tedious, administrative work. It can be difficult to proactively follow up with clients, respond to prospective clients, and keep on top of all of the daily tasks necessary to keep your law firm afloat. Lead management tools. Basic analytics.

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LawSites

OCTOBER 17, 2022

The practice management company CosmoLex has added a new client relationship management module to its all-in-one platform with the release of CosmoLex CRM. The CRM module requires an additional subscription beyond the monthly cost of the practice management platform, but not all users in a firm are likely to need the CRM module.

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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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LawSites

MARCH 1, 2022

Lawmatics , a company whose product provides client relationship management (CRM), client intake and marketing automation for attorneys, is now adding timekeeping and billing tools, with the goal of offering law firms a comprehensive platform with everything they need to manage their administrative sides.

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Rocket Matter

SEPTEMBER 6, 2022

If you’re struggling to bring on new clients, it can help to consider whether your client intake process is working for you—or against you. Your client intake process combines marketing strategies, operational workflows and processes, and client experience strategies. The four-step client intake process.

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MyCase

OCTOBER 26, 2021

Managing a busy law firm and ensuring that it runs smoothly is never easy. 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.

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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. That’s where law practice management software comes in. Client intake.

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MyCase

AUGUST 9, 2022

Capturing new leads and converting them into paying clients is a time-consuming and potentially unbillable process. This includes answering common questions, filling out intake forms, and scheduling consultations. Your firm benefits by automating client intake tasks and possibly boosting overall leads. .

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Rocket Matter

APRIL 25, 2023

Administrative tasks—such as communicating with clients, sharing documents, and collecting payments—are critical to running a successful practice, but they can also be repetitive and time-consuming. What is the client lifecycle? But with automation, you can turn the situation into a win-win in record time.

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MyCase

OCTOBER 7, 2022

But building a solid referral network of clients and other professionals is challenging in this digital era of remote work and conducting business online. This can be done through several on and offline networking channels by connecting with former or ongoing clients and other legal professionals. .

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Rocket Matter

SEPTEMBER 26, 2023

While these technologies can’t—and shouldn’t—replace most of the very sensitive work legal staff do for their clients, ChatGPT can save your team much-needed time to maximize billable hours. Create email drafts Drafting emails, whether it’s to clients, prospects, or colleagues, can take a lot of time.

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MyCase

JUNE 21, 2022

With law office automation, your firm can automate some of the most time-consuming tasks, including document drafting, client intake, payment processing, and invoice reminders. . In addition, legal automation will help your firm stay organized, increase productivity, and boost payment collection. Workflow management.

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MyCase

JUNE 21, 2022

With law office automation, your firm can automate some of the most time-consuming tasks, including document drafting, client intake, payment processing, and invoice reminders. . In addition, legal automation will help your firm stay organized, increase productivity, and boost payment collection. Workflow management.

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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. Leading this funding round was Ankona Capital , a growth venture firm based in Newport Beach, Calif.,

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LawSites

MARCH 5, 2024

For many leaders who participated in this survey, the legal field is at a watershed moment that offers them the chance to reimagine law firm management and to influence a new era of success. 47% have altered their approach to change management. 90% agreed that reliable, timely data can gain a competitive advantage.

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MyCase

AUGUST 16, 2022

This includes uncovering any trouble areas affecting cash flow and productivity, as well as insight into aspects like client intake leads, aging invoices, and staff workflow. . Law firm financial dashboards can also uncover valuable data related to your team’s productivity during casework.

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Attorney at Work

APRIL 30, 2021

Our practice management and technology experts have some tips. I had my doubts but an attorney who’d recently returned from living out of the country updated his LinkedIn profile and reconnected with lawyer friends who referred some new clients. How about other discussions? Don’t just hit the delete button.

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LawSites

NOVEMBER 8, 2021

“These additions to Clio’s leadership will extend our capabilities on all fronts, including our products, people, operations, in what’s becoming an exciting and fast-paced market for cloud-based legal technology,” Jack Newton, CEO and founder, said in announcing the appointments. Jonathan Watson, chief technology officer.

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LawSites

DECEMBER 14, 2022

The 2022 Legal Industry Report was compiled by the electronic payments company LawPay and the law practice management company MyCase, both of which are owned by AffiniPay , based on a survey of more than 2,300 legal professionals during August and September. Other types of cloud software used by firms: Calendar management software, 44%.

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MyCase

SEPTEMBER 29, 2022

Positive financial growth, in turn, can lead to: . You can’t thoroughly assess law firm development without tracking data, such as the number of leads converted into cases this year compared to the year prior. For example, let’s say that a personal injury firm works hard to intake 50% more clients compared to the previous year.

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Rocket Matter

DECEMBER 1, 2022

For law firms, these new opportunities and connections often come in the form of new clients. It’s easy to feel like the holiday has opened up a floodgate of potential clients looking for a new firm. What’s the best way to get ahead of the curve for all the clients coming your way? . Keep your leads warm .

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LawSites

OCTOBER 5, 2023

They need to efficiently manage all their cases. They need to collect case details, documents and financial records from their clients. And they need to keep in communication with their clients at every step along the way. Attorneys practicing divorce and family law have certain basic needs.

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MyCase

JULY 6, 2022

You’re juggling multiple clients, managing an ever-increasing caseload, and tracking hundreds of documents and invoices. Your lawyers want to spend the bulk of their time helping their existing clients. Below are useful tools to improve your firm’s productivity and cash flow. Document management. Time tracking.

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Attorney at Work

JULY 22, 2022

Save time in your work day with Rocket Matter legal practice management integrations. Managing legal matters can make you feel like you’re running around like a chicken with its head cut off. One easy change you can make today is to integrate the software you use every day with your legal practice management software.

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Attorney at Work

MAY 17, 2022

Understanding the four stages of the buyer journey can point to ways to improve your marketing, practice management and payment systems. What makes online shopping so pervasive is its accessibility and speed — search, click and your product is on its way, seamlessly. It’s no secret that we live on the internet these days.

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MyCase

SEPTEMBER 21, 2022

Tech tools that automate time-consuming work, so law firms can increase productivity and profitability. Legal practice management software (LPM), including MyCase. Client intake and lead management software. These solutions help lawyers perform their daily business-management tasks more productively.

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MyCase

AUGUST 10, 2022

How Do Lawyers Bill Clients? In addition, court costs and other litigation expenses are usually paid by the client or taken out of the settlement. Attracting the Right Clients . Ultimately, lawyers’ salaries are paid by clients. A bad client could cost your firm valuable resources, time, and money.

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LawSites

JANUARY 21, 2022

Case Status , a mobile client portal and messaging platform for law firms, raised $3.5 The module includes a customizable web-based intake form intended to make it easy for those within a company to submit requests. Here are some of the other legal tech stories from the week: Case Status raises $3.5 FileTrail acquires Teravine.

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MyCase

AUGUST 26, 2022

Caring for a client and solving their issues is at the heart of practicing law. A strong lawyer-client relationship is essential to building a successful, client-centered law firm. Even if you win the case and help a client achieve their desired outcome, a poor relationship with them can have negative repercussions. .

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LawSites

MAY 27, 2022

As more and more legaltech companies add their product listings to the LawNext Legal Technology Directory , which we launched in February , I am periodically featuring the latest listings. “Resource & Work Management – Find the best personnel for assignments and deliver successful projects. ” Intaker.

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MyCase

AUGUST 12, 2022

That’s why hiring the right team members and managing them well is essential to success. . In this article, we’ll discuss how to build the right team for your law firm, including attorneys, paralegals, office managers, and more. There are several different types: equity, non-equity, and managing. . Managing client contacts.

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MyCase

AUGUST 12, 2022

That’s why hiring the right team members and managing them well is essential to success. . In this article, we’ll discuss how to build the right team for your law firm, including attorneys, paralegals, office managers, and more. There are several different types: equity, non-equity, and managing. . Managing client contacts.

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