article thumbnail

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

Attorney at Work

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.

article thumbnail

CRM 101: The Basics of Client Relationship Management Solutions

Attorney at Work

Note that if your firm is already paying for a case management system, basic CRM features will be included in your monthly user fee. Because law firms have professional and ethics requirements around client confidentiality, billing and conflicts, a system designed for the legal services industry is a better bet.

Insiders

Sign Up for our Newsletter

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

article thumbnail

MyCase + Unbundled Attorney: Grow Your Firm’s Client Base With Quality Leads

MyCase

To address these challenges, MyCase has partnered with Unbundled Attorney to streamline client intake and onboarding for law firms while connecting them with clients seeking unbundled legal services. Unbundled Attorney also educates leads on the value of unbundled legal services, ensuring firms receive high-quality referrals.

article thumbnail

5 Benefits of Launching a Law Firm Website 

Attorney at Work

In addition to vetting clients, some firms add features that automate the intake process with smart forms and questionnaires that allow clients to provide information about their legal issues. Depending on your practice, your website may become the hub for your virtual practice, where you provide legal services online.

article thumbnail

What is Intake Software?

Lawmatics

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. What is Intake Software Used For? What Type of Software do Attorneys Use?

article thumbnail

Project Management Tools for Attorneys

Attorney at Work

Over the years, predictions have proliferated, with many anticipating that these product managers would come to replace project managers. Those predictions have fallen flat across the legal sector. Instead, in the past decade, the popularity of legal project management has grown exponentially.

article thumbnail

5 Tips for Making the Transition to Virtual Law Firm Status

Attorney at Work

It’s about how you work together and how you deliver your legal services. Depending on the size and scope of your practice, consider moving to cloud-based practice management or case management software. This can help streamline how you manage client files and run your practice.

Pleadings 340