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How Can Law Firms Migrate to New Legal Technology

How Can Law Firms Migrate to New Legal Technology?

How Can Law Firms Migrate to New Legal Technology

Once you’ve chosen the right legal technology, it’s time to start preparing for the day you migrate your entire firm over to the new technology. If you do it well, the following 3 steps should be easy. Preparing to migrate Migrating If you have planned migration in advance and spent enough time planning, the entire … Read more

Are There Any Ethical Requirements for Using Cloud-based Legal Technology?

Ethical Requirements for Using Cloud-based Legal Technology

So what then is the ethical standard to which lawyers using the cloud are held? Fortunately, it is the same standard as in all other instances relating to the maintenance of client confidences — reasonable care. For attorneys wondering what, exactly, constitutes reasonable care when it comes to the cloud and other online technologies, the … Read more

Is Cloud-based Legal Technology Secure?

Is Cloud-based Legal Technology Secure

A cloud-based system can reduce the risk of a security breach at your PI law firm. In addition to the monitoring, what happens if your employee loses a firm laptop, tablet, or phone? Just change a password, so no unauthorized access to your system. For enhanced internal security, you can set user-level access permissions and … Read more

What Technology Do Law Firms Use?

What Technology Do Law Firms Use

Both small and national law firms use practice management technology, and there are plenty of options to choose from today. Practice management software lets you manage and track your cases, communication, events, court filings, billing, tasks, legal documents, and more all in one place. Recently, cloud-based personal injury practice management software has changed how law … Read more

4 Ways Case Tracking Software Helps PI Firms

4 Ways Case Tracking Software Helps PI Firms

Running a personal injury practice is not an easy job. It takes a unique personality to juggle multiple PI cases, manage countless meetings, and respond to dozens of follow-up emails and tasks every day. You’d be hard-pressed to find a professional with more on his plate than a PI lawyer. With so many appointments and … Read more

What Are the Features of Client Intake Software?

Features of Client Intake Software

You can streamline your intake process with client intake software and attract and keep quality leads with the following practice management system features. Intelligent client Intake: Gather all the information you need from the jump: plaintiff data, incident information, relevant documents, contact info, and more with our intelligent intake forms that are tailored to personal … Read more

How CloudLex’s Intake Workflows Work?

CloudLex’s Intake Workflows

What is legal client-intake management? A PI firm needs to gather a lot of information before it decides whether it can commit its resources and accept a case. Thus a legal client intake is a robust process of collecting detailed case information from prospects in order to correctly qualify leads and accept them as cases. During this … Read more