Remove Calendaring Remove Document Management Remove Legal Services Remove Project Management
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TechReport 2022: Solo & Small Firm

LawTechnologyToday

Client portals are more efficient for firms to use and much more secure than emailing documents. Further, client portals are available to firms in many ways including as part of some case/practice management software tools (MyCase, Clio, etc.), document management software (NetDocuments, etc.), Project Management.

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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts.

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How Automated Workflows Can Boost Your Cash Flow

Rocket Matter

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road. Manual admin tasks don’t just cut directly into billable hours.

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Voting Is Open! Pick the 15 Finalists to Compete At Startup Alley at ABA TECHSHOW 2024 in February

LawSites

It directly integrates into lawyers’ email inboxes and their existing document management systems, offering a simple, highly relevant use case. In terms of technographics, it’s helpful if the legal teams already have a document management system in place.