article thumbnail

Clients Are Spending More on Legal Tech: Can Smaller Firms Keep Up?

Attorney at Work

The ABA Task Force on Legal Needs Arising out of the 2020 Pandemic identified practice areas experiencing rapid growth in demand since 2020, including family law, insurance, data privacy, cybersecurity, labor and health law. Increasing complexities in a number of industries are creating the need for high-value legal expertise.

article thumbnail

The Future of Law Firms: How Legal Tech Is Modernizing Traditional Practice

Attorney at Work

That is prompting a reassessment of everything from research, contract and case management to data security, intake, invoicing and more. There may also be serious liability insurance implications. The Rise of Legal Tech and the Evolving Law Firm. How to Know What Tech Works for You.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How Do I Create an Intake Form?

Lawmatics

Format Compatibility: Ensure the data in Google Forms can be exported in a format that is compatible with your case management software or other systems. Case Management Software: Check if Google Forms integrates with your existing case management software or other tools you use for managing client information.

article thumbnail

What Should Be on a Client Intake Form?

Lawmatics

Income, assets, debts, liabilities, relevant insurance information (auto, health, and homeowner’s insurance policies) Signatures. Automated intake platforms that provide integration with case management software or other internal systems improve efficiency by automatically populating client information to facilitate case management.

article thumbnail

MyCase Rules-Based Calendaring is Here!

MyCase

Additionally, discounts are often offered on malpractice insurance when law firms have systems in place that ensure proper checks and balances are in place – like the end-to-end rules-based calendaring integration in MyCase. Seamless Connection With MyCase.

article thumbnail

Intake Process Template

Lawmatics

If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Collect any necessary documents from the client and organize them in the case management system. Details about the incident, medical treatment, insurance information, etc. Document management. Documentation.

article thumbnail

Client Intake Form

Lawmatics

Here's a list of the information commonly gathered with a legal intake form: Contact Information Full name Address Phone number Email address Demographic Information Date of birth Gender Marital status Occupation Case Details Nature of the legal issue (e.g., Family law intake form. Collaborative. How do you write a client intake form?

Witnesses 100