Lawmatics

FEBRUARY 20, 2025

They outline how integrations can really take the busywork out of your day to day, keeping everything in sync, from case management and marketing to client communication. 28:23 Case management integrations Lawmatics integrates with leading case management platforms to ensure a smooth transition from intake to ongoing case work.

Case Management 147

Case Management 147

Attorney at Work

MAY 14, 2023

Product Spotlight | Greater efficiency may be the main benefit of case management software, but it can also improve client satisfaction. Consider the Benefits of Improving Client Satisfaction Using Case Management Software appeared first on Attorney at Work. Here's how. The post Focused on Growing Your Firm?

Case Management 130

Case Management Technology 130

Attorney at Work

DECEMBER 22, 2021

Like most case management software, Smokeball aggregates matters by matter type – which can also be used as templates to set up new matters more quickly. But, Smokeball also captures leads, having built CRM (customer relationship/lead management software) features into its system, which is not as common for case management tools.

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Case Management Precedent Technology 337

Lawmatics

MARCH 18, 2025

Thats exactly why wed like to spotlight our Lawmatics integration with MyCase, one of the leading case management platforms. With this powerful connection, you can manage the entire client lifecycle from initial inquiry to case resolution and beyond without the hassle of manual data transfers.

Case Management 130

Case Management Technology 130

Law Sites

OCTOBER 22, 2024

Following on the heels of its $11 million Series A raise last June, Alexi, a company that uses generative AI to produce detailed legal research memos for litigators, today announced a significant expansion of its platform with new tools for case management, document analysis and summarization, and more.

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Litigation Legal Research Case Management 279

Lawmatics

JANUARY 21, 2025

Transferring data from intake to case management systems is a time-sucking ordeal for most firms. This instant sync keeps your information flowing from intake to case management, making those cumbersome transfer processes a relic of the past. Why integrate with CARET Legal?

Case Management 147

Case Management 147

Attorney at Work

JULY 31, 2021

Just when you thought HotDocs upgrades couldn’t get any hotter, here come some feature updates trained on increasing efficiency and usability, while deepening the connection between HotDocs and the Abacus and Amicus case management suites. What follows is a review of the latest feature adds to HotDocs.

Case Management 254

Case Management Technology 254

Attorney at Work

JULY 26, 2021

Instead, MyCase is building everything in-house and loading it into its already robust law practice management software. That has a (probably obvious) effect on pricing, in at least a couple of different ways: The more features already included in your case management software, the fewer additional tools you have to buy to integrate.

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Case Management Technology Objections 246

Practice Panther

OCTOBER 15, 2024

Legal case management software provides support for the entire lifecycle of every case in your workload — from the first intake to the final payment. The best legal case management software companies will also provide customizable workflows and consistent tech support as you get started.

Case Management 52

Case Management 52

Practice Panther

AUGUST 8, 2024

A prime example of a case management system is a comprehensive solution for task automation, document storage, client communication, and more. And with 45% of law firms upping their technology budgets in the past year, it’s clear that legal case management software is now fundamental in this profession.

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Case Management Witnesses Pleadings Depositions 52

Practice Panther

OCTOBER 28, 2024

A legal case management system acts as a supporting pillar for each step of a case, from intake to invoice. Typically, these systems come in the form of software, which is also known as legal case management software (LCMS). What Is the Primary Purpose of a Case Management System at a Law Firm?

Case Management 52

Case Management 52

Law Sites

SEPTEMBER 24, 2024

At its recent customer conference in Salt Lake City, called LEX Summit, the case management company Filevine unveiled a number of product releases and updates.

Litigation 182

Litigation Depositions Case Management 182

Attorney at Work

JANUARY 20, 2022

For practice management and case management systems, look for Service Organization Control 2 (SOC 2) compliance, which assures clients that your firm has the infrastructure, tools and processes in place to protect sensitive information from unauthorized access.

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Technology Case Management Pleadings Legal Services 353

Practice Panther

JANUARY 2, 2025

Legal case management software has become a vital tool for firms of all sizes and fields of practice. A poll by Statista found that following 2020, the vast majority of firms saw a moderate to high positive impact on their operations, primarily with their document management (83%), finance management (76%), and time tracking (74%).

Case Management 52

Case Management Energy and Utilities Technology Court Rules 52

Lawmatics

NOVEMBER 26, 2024

Time Stamps of Key Takeaways 5:39 — Manual and automated conflict checking To kick things off, Devon breaks down how both manual and automated conflict-checking options can safeguard your client intake and case management processes.

Case Management 100

Case Management 100

Law Sites

SEPTEMBER 17, 2024

In today’s episode, we feature three impromptu conversations with leaders of the case management company Filevine. Last week, I was in Salt Lake City to attend LEX Summit, the Filevine customer conference.

Case Management 173

Case Management 173

Attorney at Work

NOVEMBER 7, 2021

MyCase , a long-standing case management software provider, has established itself as an effective all-in-one solution for law firms, jam-packed with in-house features.

Case Management 305

Case Management Technology Court Rules 305

Attorney at Work

FEBRUARY 6, 2022

Ruby’s existing integration partnerships also includes case management provider RocketMatter and Nextiva , a VoIP phone service provider. Zapier is a connection hub, and Ruby’s forthcoming partnership with Zapier means that it will plug into more additional software than you can shake a stick at.

Technology 302

Technology Case Management 302

Attorney at Work

SEPTEMBER 7, 2021

Note that if your firm is already paying for a case management system, basic CRM features will be included in your monthly user fee. Also, a legal-specific solution is more likely to be designed to interact with other software programs commonly used in the industry, including matter and case management systems.

Case Management 254

Case Management Technology Legal Services 254

Legal IT Insider

JULY 17, 2024

Full service national Australian law firm Carroll & O’Dea Lawyers has selected ShareDo’s adaptive case management system, we can reveal.

Case Management 45

Case Management 45

Law Sites

FEBRUARY 5, 2025

Assembly Software recently announced enhancements and additions to NeosAI, a set of generative AI-powered features integrated directly into their Neos case management platform.

Case Management 147

Case Management 147

Attorney at Work

OCTOBER 25, 2021

Functionally, Case Status is a law firm-branded portal, designed to be mobile-first, through which law firm users can push — and law firm clients can access — up-to-date case information and notifications. Helpfully, the system highlights in yellow any clients who have not yet been invited to use Case Status.

Case Management 254

Case Management Technology 254

Attorney at Work

MARCH 15, 2022

For example, you’ll want to know if the intake software is tied to a case management software program. If so, contacts that first come into your firm’s system as a lead can automatically transfer to a case with a clean transfer of notes and documents, so you won’t need to re-enter information.

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Case Management Technology 269

Attorney at Work

JULY 7, 2021

Outside of the dashboards, Lawcus has many specific reports you would expect to see in a case management software tool, including accounts receivable and client and trust ledgers. Generally speaking, marketing automation software does a far better job of offering useful workflow features than case management software.

Case Management 269

Case Management Technology 269

Attorney at Work

MAY 17, 2022

Featuring testimonials from past clients on your website and having a great client review management system in place can increase the social proof of working with your firm. To capture more testimonials and reviews, add these requests as a step in your case management workflow. Now it’s time to buy.

Case Management 245

Case Management Technology 245

Attorney at Work

NOVEMBER 2, 2021

For law firms that may be used to relying on multiple providers for case management, document assembly and payment processing, AbacusNext has streamlined its offering by unifying software integrations and support for all categories. APX brings it all together for AbacusNext customers, who can leave their competitors in the dust.

Case Management 253

Case Management Technology 253

Lawmatics

MAY 2, 2024

Legal client intake automation is typically used by law firms, legal departments, or legal service providers to efficiently gather relevant details about a case or legal matter during the initial consultation or intake process. This may involve automatically populating client information into case management systems or other databases.

Case Management 130

Case Management Legal Services Technology 130

Attorney at Work

NOVEMBER 7, 2021

MyCase , a long-standing case management software provider, has established itself as an effective all-in-one solution for law firms, jam-packed with in-house features.

Case Management 215

Case Management Technology Court Rules 215

Attorney at Work

JULY 28, 2022

Here’s the hard part: If you are truly stretched as far as possible, you may have to turn away the smaller cases to allow you to use resources for the better ones. See if you can refer them to someone miserable (keep reading) where you can earn a referral fee without shouldering the main part of the case management load.

Nonprofit Organizations 269

Nonprofit Organizations Case Management 269

Attorney at Work

SEPTEMBER 15, 2022

It is shared across an entire team Evernote is used by a number of attorneys, particularly for capturing information for legal research, productivity tasks and even case management. CASEpeer is practice management tailored for the unique concerns of personal injury attorneys.

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Trial Preparation Case Management Litigation Discovery 269

Attorney at Work

SEPTEMBER 2, 2022

On the client service side, adding features such as client portals helps automate your practice — especially if the portal integrates with your case management system. A portal provides a place for you to share documents securely and communicate with clients via email, text or video.

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Case Management Legal Services Technology 347

MyCase

MAY 27, 2021

Common Intake Issues and How Case Management Software Can Help. That person must also be an expert at using your case management software so they can train the new hire on how to work through the intake process within it. Solution: Develop a lead nurturing sequence within your case management software.

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Case Management Technology Litigation 134

E-Discovery LLC

SEPTEMBER 24, 2024

In that proposal, the parties “sought to incorporate the Joint Case Management Statement & Order…” That was apparently insufficient and, thereafter, the court “directed the parties to file an amended ESI Order” clarifying the categories of ESI that they intended to search. It directed the parties to meet and confer.

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Discovery Case Management Affidavits Mediation 130

Attorney at Work

SEPTEMBER 29, 2021

Visalaw.ai, which has received the College of Law Practice Management’s InnovAction Award, is also developing VisaForms, a new immigration case management system. “This is actually how most of our apps begin, as a tool for internal use; and then we discover that it’s helpful for the public as well.”.

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Education Case Management Litigation 335

Percipient

MARCH 31, 2025

Case management software : Keep all your cases, documents, and deadlines organized in one place. In legal teams, it helps automate legal workflow processes such as client intake, case management, contract approvals, and compliance tracking. What is the best legal practice management software?

Case Management 52

Case Management Legal Services Discovery Technology 52

Lawmatics

DECEMBER 5, 2023

Case management. Web-based case management systems help law firms organize information and data related to cases. Some examples of popular legal tech tools include: Clio: A cloud-based practice management platform that focuses on time tracking, billing, document management, and client communication.

Case Management 130

Case Management Technology Legal Services 130

Attorney at Work

AUGUST 5, 2022

There are the easy elements in your overhead: rent, phone, copier rental, research subscriptions, case management software, marketing. But people often ask me, “What exactly is in law firm overhead?”. Breaking Down Law Firm Overhead Items. When your business is still small, overhead is everything except payroll, taxes and benefits.

Case Management 262

Case Management 262