Tag: Document Automation

Stay up-to-date on all things legal technology, including practice management, payments, automation, and more.

legal docketing software
Law Firm Operations

Legal Docketing Software or Practice Management System?

As you vet technology to improve your firm’s operations, you might have wondered whether you should invest in legal docketing software or a more comprehensive practice management system. While we advocate for a more robust system, it’s important to understand docketing software features, so you can make sure the legal

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attorney and client interaction and engagement
Client Engagement

The Art of Client Engagement for Legal Professionals

Keeping up with the latest ways to connect with your clients is key to building strong and lasting growth. Many law firms are diving right in, moving away from the old-fashioned legal advice model to a more personalized experience. They’re focusing on understanding each client’s unique needs and situations. This

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litigation law firm using software
Law Firm Operations

Litigation Management Software for the Growing Firm

Litigation management software is a comprehensive solution for managing all aspects of a litigation firm. Whether you’re a civil practice or a criminal defense firm, litigation management tools can streamline and organize discovery management, trial preparation, case strategy development, communication, and more. 

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Lawyers discussing legal case tracking software
Matter Management

Legal Case Tracking Software: The Key to Firm Productivity

How do you keep track of legal cases? Legal case tracking software simplifies case management workflows and streamlines administrative tasks, driving firm productivity to new heights. It also improves organization — reducing clerical errors, increasing client satisfaction, and contributing to a better work-life balance for attorneys. 

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lawyer meeting with clients
Law Firm Operations

Are You Competent? The Vital Role of Technology in Estate Planning Firms

Compliance with the American Bar Association competence rule is vital for success in estate planning law. The attorney competence requirement, outlined in Model Rule 1.1, identifies the necessary legal knowledge, skill, thoroughness and preparation for representation. Moreover, competence is not limited to legal knowledge and preparation exclusively.

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Law firm working with their legal case management system
Matter Management

The Best Legal Case Management Software Features

If you’re not already leveraging legal case management software in your practice, what’s stopping you? Case management systems are the cornerstone of better client management, enhanced efficiency and productivity, robust accountability, and comprehensive audit trails. With a centralized location, managing your legal cases becomes a breeze, allowing you to focus

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Group of lawyers discussing compliance within their firm
Matter Management

Law Firm Compliance Made Easy With a Practice Management System

Law firm compliance can be a burden to adhere to. But, legal practice management software (LPMS) goes a long way in alleviating some of the burden. It relieves you of the constant monitoring for regulatory changes, keeping your systems updated and ensuring that your firm is always in sync with

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