Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non-Event. 

In this edition, we’ll provide a summary of recent news from some of the companies that have joined us.

As always, be sure to visit our Legal Operations Software page for all your tech adoption requirements!

CobbleStone Software

As business demands and technology evolve, organizations drafting, negotiating, and managing contracts and other documents with manual processes are quickly finding themselves falling behind. The consequences of this lagging behind can include process bottlenecks, decreased revenue, increased errors and risk, and the inability to focus on strategic tasks due to the need for tedious manual contract task management.

Thankfully, there is a better way – and you can get started with better contract lifecycle management today!

CobbleStone Software’s VISDOM® AI with machine learning eliminates the need for manual contract management by turning static contract documents into building blocks for automated drafting, negotiation, and execution of contract documents and data.

Some of the most exciting and celebrated features of VISDOM include:

• • a VISDOM AI assist chatbot that answers questions and helps you easily navigate your contracts and relevant data.
  • auto-redlining for automated contract drafting and clause management.
  • generative AI for contract clauses and helpful resources.
  • automated data entry, data extraction, and data classification.
  • statistical data analysis and real-time recommendations.
  • these features and so many others!

It’s risk-free and easy to learn about all VISDOM has to offer, so book a free demo today!

Filevine

Filevine had another record year, with dramatic growth of its customer base and AI-enhanced product expansion taking the spotlight.

Over the last year, Filevine released a series of industry-leading AI tools. These include: AIFields, which automatically extracts and analyzes information from case files; the legal intake tool LeadsAI; ImmigrationAI, which cuts down on time-consuming immigration paperwork; the demand-writing service DemandsAI, and the support feature SidebarAI.

Filevine also launched new payment processing to deliver an end-to-end timekeeping, billing, and payments platform to the market, and cement its role as the most comprehensive platform for legal professionals from all practice areas. Filevine surpassed 3,500 customers, including a record number of enterprise clients, and was recognized among the fastest-growing private companies on the Inc. 5000 for the fourth year in a row.

To continue delivering on client support, Filevine launched Live Help, a new initiative offering real-time video support from Filevine experts. Earlier this year, Filevine also launched Filevine University (FVU) with 6,200 users completing nearly 27,000 courses. The company welcomed nearly 1,000 guests to the Company’s annual user conference, LEX Summit, and sponsored over 100 legal trade events, including the Company’s own FilevineAI Dinner & Discourse series.

The post The Non-Event Industry Wrap-Up: In-House and Legal Ops Special Report appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event.

Read on for a rundown of recent news from some of the companies that have joined us.

And as always, visit our Legal Practice Management Software page for all of your tech-adoption needs.

CARET Legal and NetDocuments

As legal professionals are confronted with increasing demands on their resources and complex, heavy workloads, solutions that boost productivity and efficiency and automate routine tasks are paramount.

To help solve these problems and streamline the complex operational needs of today’s midsize law firm, the leading practice management software, CARET Legal, recently announced its new integration partnership bundle with NetDocuments, the #1 trusted cloud platform where legal professionals do their best work.

This integration surfaces crucial information within a single interface, eliminating cumbersome and repetitive tasks to give legal professionals back their most critical asset—time. Read the press release here.

Leveraging the NetDocuments integration, Fort Mitchell, Kentucky-based Dunham Law conveniently and quickly accesses matter-related files stored within the cloud-based DMS, create additional NetDocuments Workspaces, and perform advanced NetDocuments searches within CARET Legal. Brian Dunham, founder of Dunham Law, shared that the NetDocuments + CARET Legal integration, “saves time and allows Dunham Law to deliver client services efficiently and professionally”.

To welcome new customers to the enhanced integration, NetDocuments and CARET Legal are excited to launch a limited-time bundled promotion. Click here to learn more.

Filevine

Filevine had another record year, with dramatic growth of its customer base and AI-enhanced product expansion taking the spotlight.

Over the last year, Filevine released a series of industry-leading AI tools. These include: AIFields, which automatically extracts and analyzes information from case files; the legal intake tool LeadsAI; ImmigrationAI, which cuts down on time-consuming immigration paperwork; the demand-writing service DemandsAI, and the support feature SidebarAI.

Filevine also launched new payment processing to deliver an end-to-end timekeeping, billing, and payments platform to the market, and cement its role as the most comprehensive platform for legal professionals from all practice areas. Filevine surpassed 3,500 customers, including a record number of enterprise clients, and was recognized among the fastest-growing private companies on the Inc. 5000 for the fourth year in a row.

To continue delivering on client support, Filevine launched Live Help, a new initiative offering real-time video support from Filevine experts. Earlier this year, Filevine also launched Filevine University (FVU) with 6,200 users completing nearly 27,000 courses. The company welcomed nearly 1,000 guests to the Company’s annual user conference, LEX Summit, and sponsored over 100 legal trade events, including the Company’s own FilevineAI Dinner & Discourse series.

Get Staffed Up

80% of your day, you make $10 an hour. A bold statement for sure, but as attorneys and business leaders we all have to stop doing the administrative work and focus. Stop answering those phones, quit combing through those emails, and shy away from scheduling.

Founded by attorneys, Get Staffed Up (GSU) brings you modern staffing solutions by cost-effectively vetting and connecting you with the top 1% of English speaking, college-educated talent from Latin America and South Africa. Our remote staffers are ideal for client-facing, administrative jobs allowing you to focus on law work. Staffers work full-time, exclusively for your firm, on your time. Whether you are a solo practitioner just starting out or a seasoned litigator with biglaw you can benefit from getting time back in your day with our virtual assistants.

One call to GSU and your firm avoids many HR complexities when hiring:

• Legal Assistant
• Intake Specialist
• Billing Assistant
• Executive Assistant
• Receptionist
• Client Happiness Coordinator
• Marketing Assistant

Have questions about how contracting virtual assistants directly impacts your bottom line revenue? We wrote the book on that! Attorney and GSU co-founder, Brett Trembly authored best-selling book, “24 Months to Freedom”. Offering practical insights and a comprehensive analysis of law firm staffing.

Take a free glimpse at the book here.

Ready to take the first step? Learn which virtual assistant position would be the perfect fit for your firm by taking a quick VA quiz. Additionally, download the free 2024 Law Firm Playbook, complete with productivity tips, delegation guides, and more.

Lawmatics

Lawmatics has recently achieved major milestones in engineering a new era of legal experience.

The client platform has launched several updates to help law firms more effectively streamline operations and win more business. Most significantly, the new custom dashboards feature provides a snapshot of a firm’s vital organs with customizable data visualizations. Users can view e-signature completion status, see upcoming critical tasks, track staff performance, prepare for upcoming appointments, monitor progress toward goals, and more — all from one central homepage.

Other new features have made scheduling even easier. You can now confirm staff availability when booking from anywhere in the platform, send calendar and Zoom invitations on behalf of the appointment host, balance team workloads with Round-Robin pools, and trigger Automations based on appointment adjustments. 

Still more updates create a more seamless workflow, including a sortable matter table, an overhauled search bar, and new fields for even more robust custom reports. Lawmatics has also released a two-way sync integration with OneDrive, guaranteeing that legal documents and resources are always up-to-date and easily accessible.

Finally, the Lawmaticians delivering this new era have won a Silver and two Bronze honors at the 2024 Stevie Awards for Sales & Customer Service!

Philips

Philips SpeechLive, a leading speech-to-text cloud solution from the global leader in professional dictation solutions has undergone a significant user interface (UI) upgrade, enhancing speed and responsiveness for professionals.

Revealed in December 2023, the upgrade introduces a redesigned web app with over 25 new features, including advanced reporting capabilities and support for various audio formats.

Key improvements include a faster and more intuitive web app experience and empowering administrators with advanced reporting tools to track document creation metrics efficiently.

The upgrade extends support of the SpeechLive desktop app for Mac users, who can now also experience the convenience of speech recognition in any text field and the seamless uploading of dictations.

Notable features of the upgrade include enhanced navigation, simplified dictation with QR code scanning, an improved search, and automatic dictation routing for efficient workflow management. Improved security measures, such as marking dictations as confidential, ensure the protection of sensitive content.

With a commitment to innovation and user-centric design, Philips Dictation aims to boost productivity and user satisfaction in dictation and transcription workflows. The upgraded SpeechLive UI is now available, accompanied by 200 free minutes of AI transcription for all users. For further details and updates, visit www.speechlive.com.

Try Philips SpeechLive commitment-free!

Tabs3

Tabs3 Cloud
Get Full-Featured Tabs3 Billing and Financials with No Hassles

The powerful and flexible legal billing and accounting features that have transformed how tens of thousands of legal professionals work are now available with Tabs3 Cloud. Track your time, stay organized with the Matter Manager, customize statements, send electronic invoices, and run insightful reports. Enjoy virtually unlimited billing options or create custom rates for any timekeeper or client. Manage trust accounts, stay on top of cash flow, and get financial insights into your firm’s business. Accept credit card and ACH payments and send trust requests with Tabs3Pay.

It’s accessible from anywhere with an internet connection, and all without the hassle of additional hardware. Enjoy the same easy-to-use interface that Tabs3 Clients have relied on with the traditional on-premises version of Tabs3 Software.

Some of the benefits of Tabs3 Cloud include:

· Data Privacy
· Powerful and Flexible
· Robust, US-based Support
· Access from Anywhere

100% Tabs3 Billing and Financials in the Cloud

Experience the full functionality and data privacy of Tabs3 Software without worrying about servers or backups. Visit Tabs3.com/Cloud to learn more.

Zencase

Recognized for its commitment to legal tech advancement, ZenCase has been honored with the 2023 Legal Breakthrough Award for Case Management Solution of the Year, and finalist in 2024 Tech Law Awards in both the Innovating Knowledge Management and Practice Management Innovation categories. ZenCase’s adaptability and powerful features such as Task Automation and ATM Time Reconciliation tools exemplify the dedication to technological excellence and user-centric design.

“ZenCase was built by legal professionals for legal professionals to address the biggest challenges facing law firms: information overload and complex disparate systems. We’ll continue to upgrade with new functionality such as ZenGPT and Workflow Triggers to make the job of practicing law easier”, said TJ Fraser CEO and founder of ZenCase.

ZenCase is revolutionizing legal practice management by offering a cloud-based platform designed to enhance efficiency and streamline operations for law firms of all sizes. With features like custom records, powerful automation, and passive timekeeping tools, ZenCase simplifies case management, billing, and client communication, ensuring lawyers can focus on their clients rather than administrative tasks.

Learn more about ZenCase, winner of the Legal Tech Breakthrough award

The post The Non-Event Industry Wrap-Up: Legal Practice Management Software appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event. 

Read on for a rundown of recent news from the company that has joined us.

And as always, visit our Law Practice Management Software by Practice Area page for all of your tech-adoption needs.

CloudLex

The post The Non-Event Industry Wrap-Up: Practice Management by Practice Area appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event. 

Read on for a rundown of recent news from the company that has joined us.

And as always, visit our Legal Billing Software page for all of your tech-adoption needs.

LawPay

For 18 years, LawPay’s online payment technology has been trusted to help law firms get paid easier, more securely, and 39% faster.

In March, LawPay announced its new integration with Quickbooks Online. The integration allows small and medium-sized legal firms to automatically upload LawPay transaction data to Quickbooks. This integration gives LawPay users the ability to save time, increase operational productivity, and increase customer satisfaction.

In June, LawPay released LawPay Pro – a cloud-based software designed for lawyers and built to handle billing processes from end to end. LawPay Pro allows you to manage billing and invoicing, time and expense tracking, and payments – all in one secure place.

LawPay’s parent company, AffiniPay, was also named to Inc. Magazine’s INC 5000 list for the twelfth year in a row. The INC 5000 list is a prestigious list of the nation’s fastest-growing private companies.

The post The Non-Event Industry Wrap-Up: Time, Billing and Payments appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event. 

Read on for a rundown of recent news from some of the companies that have joined us.

And as always, visit our Legal Operations Software page for all of your tech-adoption needs.

LinkSquares

LinkSquares was named a Leader in The Forrester Wave™: Contract Lifecycle Management Q2, 2023. Forrester evaluated the 13 most significant CLM vendors, and LinkSquares received the top score in the contract creation and contract analysis & reporting criteria. To get the report click here.

LinkSquares Prioritize, the latest addition to the LinkSquares Cloud is a way in-house counsel can centralize their workload in one place. This enables teams to collaborate with additional business departments and create, manage, track, and report on the tasks and initiatives requiring legal strategy. Learn more here.

LinkSquares is proud to announce that the company surpassed the 1,000 customer milestone in Q2. To check out other exciting awards and recognition visit their blog here.

The post The Non-Event Industry Wrap-Up: Legal Ops Management Software appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event.

Read on for a rundown of recent news from some of the companies that have joined us.

And as always, visit our Legal Document Management Software page for all of your tech-adoption needs.

iManage

iManage recently announced a strategic growth investment from Bain Capital Tech Opportunities, to accelerate its organic growth and the continued evolution of its cloud-based, AI-enabled knowledge work platform.  iManage will continue to operate under the leadership of the existing management team, led by its CEO and co-founder Neil Araujo.   

The minority investment by Bain Capital Tech Opportunities will help iManage build on the increasingly important role it plays enabling knowledge-based organizations to work productively, improve information governance, optimize workflow, and collaborate seamlessly. iManage has deeply invested in cloud, governance, AI, and workflow technologies to help serve over 4000 legal, accounting, and financial services organizations in more than 65 countries. 

“This is a proud and pivotal moment in iManage’s history. Endorsement by Bain Capital Tech Opportunities is a testament to the strength of the current business we have developed and the potential opportunity to grow and have a lasting impact,” said Neil Araujo, CEO, iManage. 

iManage is also pleased to announce that Dean Leung, Executive VP of Digital Enablement and Communities at iManage was named Innovative Leader of the Year at ILTA’s Distinguished Peer Awards ceremony last week. Jack Shepherd, Principal Business Consultant at iManage was also honored as one of the Young Professionals to Watch.

NetDocuments

NetDocuments, the #1 trusted cloud platform where legal professionals do work, has reported record growth in 2022 with momentum continuing into 2023, with over 750 enterprise firms making the switch from top document management competitors or storage solutions to NetDocuments.

Why are 3+ firms per day choosing to leave other popular DMS solutions for NetDocuments? Today, the needs of document management go far beyond securing and organizing files. Firms are increasingly looking for a single platform that enables end-to-end legal document workflows while integrating with critical applications – all underpinned by state-of-the-art security and governance capabilities. NetDocuments is helping firms chart their move to the cloud, whether to accommodate a firm’s overarching “cloud-first” strategy or helping them take initial steps into the cloud at their own pace.

Vincent A. Marin, Sidley Austin’s Global Chief Information Officer, cited priorities integral to their project: “First, we needed to address specific pain points, missing capabilities, features, and functionality not available to us in the previous solution, and second, we followed our strategic direction to increasingly leverage cloud solutions, and work with the product demonstrating the most maturity in the legal tech space with a solid reputation.”

Epona

Epona USA’s Vice President Keith Vallely has been responsible for growing the sales footprint of Epona in North America for the last 12 years. He has seen the market change for legal document management systems over that time. Keith will be sharing his experiences as well as how law firms and corporate legal departments adopted new technologies that became available at consumer prices from Microsoft 365. Further, how the legal document management space changed dramatically with the advent of the COVID 19 crisis, and how this permanently changed the technology landscape.

With Epona’s new technologies, law firms and corporate legal departments are able to utilize the power of Microsoft 365 and quickly deploy a custom legal document management system, wherein the customer maintains security and document storage. This is a completely new paradigm, and the
technological landscape of the future.

To learn more about Epona services, software and solutions, please visit them at www.epona.com or email us at sales@epona.com.

The post The Non-Event Industry Wrap-Up: Legal Document Management Software appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event.

Read on for a rundown of recent news from some of the companies that have joined us.

And as always, visit our Legal Practice Management Software page for all of your tech-adoption needs.

Filevine

Powering everything from case management and client communication to legal document drafting and business analytics, Filevine is building a future where the intersection of legal work and business is made seamless, transparent, and effortless for legal professionals and everyone they interact with.

Already a standard of excellence for personal injury firms, Filevine’s newest additions of Time & Billing functionality coupled with advanced Document Assembly tools enables criminal defense, immigration, and family law firms to leverage the best practice management system on the market. Other practice areas such as bankruptcy, employment law, consumer protection, estates, and real estate law are also able to benefit from Filevine’s new suite of tools.

Filevine just wrapped up their 2023 user conference, the LEX Summit (formerly known as Legal X). Keynote speakers included Angela Duckworth, Michael C. Bush, Robert J. Ambrogi, Luvvie Ajayi Jones. Topped off with a ski day at Snowbird Mountain Resort, users got to enjoy breakout and training sessions, networking events, and thought leadership panels – all aimed at propelling the legal work experience into the future.

This year, Filevine ranked No. 674 on Inc. magazine’s annual Inc. 5000 list, a prestigious ranking of the nation’s fastest-growing private companies. This marks Filevine’s third consecutive year making the list.

SmartAdvocate

For the 7th consecutive year, SmartAdvocate was recognized by The New Jersey Law Journal as Best Case Management Software, Best Matter Management System and Best Practice Management Software. They were also awarded The New York Law Journal’s Best of 2022 Winner in 5 categories and recognized by The National Law Journal’s Best of 2022 Winner in 2 categories.

SmartAdvocate has a busy 2023 planned. In late February, the annual software release will go out, containing new features and updates to improve the day-to-day experience for all clients. There are navigation improvements, better viewing of folders, case summaries, customized dashboards, easier viewing of reports and more.

In April, Igor Selizhuk, Chief Technology Officer for SmartAdvocate will be speaking at MTMP’s Business Of Law track on the topic of Case Management And Automation.

The SmartAdvocate Connect 2023 Summit is planned for Q4. It will feature 2 days of panels, presentations with industry-leading specialists, plus some breakout sessions with Claude Simpson, our Head of Training. Attendees had a blast last year, gaining insights, meeting new people and making some great memories.

SmartAdvocate Demo in a Can

SmartAdvocate Brochure 

Lawmatics:

Lawmatics has recently celebrated several milestones in the journey to help law firms delight their clients and win more business.

The Lawmatics Customer Success Department is a finalist for the 2023 Stevie Awards for Sales & Customer Service, and will ultimately be a Gold, Silver, or Bronze Stevie Award winner in the program.

Lawmatics has several recent updates on the integrations front. Lawmatics launched an integration with MyCase that allows law firms to seamlessly manage the entire client lifecycle, from initial client intake to repeat business. The Lawmatics integration with Smokeball now comes with Custom Field Sync: automatically sync your Lawmatics matters and documents to Smokeball when a lead turns into a client. As the only CRM/intake platform that integrates with Smokeball, users are able to manage the entire client lifecycle. Finally, the new Lawmatics integration with Quickbooks allows firms to easily generate invoices with matter data syncs. 

LMPay, the new Lawmatics payment solution, makes it easy to get paid for consultations by combining a payment gateway with appointment scheduling. Law firms get the convenience of an all-in-one solution that ensures they get paid for their time every time, and clients know exactly what to expect up front.

CARET Legal (Zola Suite)

Zola Suite, industry-leading practice management platform for legal professionals, has rebranded to CARET Legal. Keri Gohman, CEO of CARET (formerly AbacusNext), shares insight into the company’s strategy: “Legal firms have an outsized impact on the world as the most important advisors to their clients. Under the CARET brand, we will offer firms the technology and automation they need to transform their practices with robust practice management, document automation and payment processing solutions to deliver the best results for their clients – all under one family.” The award-winning CARET Legal platform will harness the power of CARET’s document automation software, HotDocs by embedding it into an advanced subscription designed to meet the needs of larger, more complex firms.

Read more here.

About CARET Legal:

CARET Legal, previously known as Zola Suite, automates the most critical processes in your firm to help you manage all aspects of your practice. From client intake, to matter management, to back-office reporting, CARET Legal enables you to save time, increase team collaboration, increase accuracy, scale your business, and collect revenue faster than ever before. Learn more at caretlegal.com

Clio

Clio celebrates 15 years as the industry’s first—and best—legal operating system

Fifteen years ago, Clio set out on an ambitious journey to transform how law firms operate through their cloud-based practice management platform. They’ve come a long way ever since—with over 150,000 customers spanning 100 countries, the approval of more than 90 bar associations and law societies globally, and 250+ app integrations.

See how 15 years of leadership and innovation in legal technology can benefit your firm.

The first-ever Solo and Small Firm Virtual Summit goes live for free April 18

No question about it, running a solo or small firm can be challenging. Join Clio for a first-of-its-kind virtual gathering about how you can gain more time and revenue with less effort.

This is CLE-eligible and includes 5 short sessions packed with actionable insights. Sign up for free.

2023 Clio Cloud Conference returns to Nashville, TN

The 11th annual Clio Cloud Conference is back in Nashville this October. Join thousands of legal professionals for 2 full days packed with dozens of workshops and 100s of networking opportunities—all to help you manage and grow your legal practice.

Get your pass at cliocloudconference.com today while discounted pricing is still in effect (*prices increase April 27, 2023).

The post The Non-Event Industry Wrap-Up: Legal Practice Management Software appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event.

Read on for a rundown of recent news from some of the companies that have joined us.

And as always, visit our Legal E-Discovery Software page for all of your tech-adoption needs.

Disco:

A Unified Solution for Legal Professionals to Collect and Preserve Slack Data:

Workflow and communication tools have become critical to maintaining business continuity in the legal industry, where platforms like Slack have become main data sources for ESI disputes and internal investigations. Yet collecting data from collaboration platforms is expensive and cumbersome, and can be difficult to parse through disjointed chats or translate messages into formats that are conducive to effective review.

To mitigate some of these challenges, DISCO unveiled Collect For Slack, a cloud-based feature which helps legal teams seamlessly identify, collect, preview, and promote Slack legal hold data for review, including for litigation, investigations, and compliance. DISCO’s Collect For Slack lets legal departments reduce their dependence on IT, and minimize information governance risks and data storage costs. 

Click here to learn more about how your organization can tackle the challenges of identifying, preserving, and collecting Slack data.

Exterro:

Exterro Inc., the preferred provider of Legal GRC software specifically designed for in-house legal, privacy, and IT teams at Global 2000 and AmLaw 200 organizations, in partnership with the Association for Certified E-Discovery Specialists (ACEDS), the Electronic Discovery Reference Model (EDRM), and eDiscovery Today were pleased to host the 8th annual E-Discovery Day on December 1, 2022.

E-Discovery Day is an annual event in which the e-discovery industry comes together to celebrate the vital and growing role that e-discovery plays in the legal process. It is an industry-wide, vendor-neutral celebration started and spearheaded by Exterro that includes in-person educational and networking events, online webinars, CLE opportunities, social media conversation, and more. 

“E-Discovery Day is a chance to learn from industry experts, network with your peers, and get ahead of the curve. Each year, the participation for E-Discovery Day reaches more legal professionals and we are thrilled with our line-up of events and webcasts,” said Bill Piwonka, CMO at Exterro.

The post The Non-Event Industry Wrap-Up: Legal E-Discovery Software appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event.

Read on for a rundown of recent news from some of the companies that have joined us.

And as always, visit our Law Practice Management Software By Practice Area page for all of your tech-adoption needs.

ZenCase:

ZenCase, the next generation, cloud-base law practice software that makes everyone’s job easier, recently released its Automated Time Manager™ technology. With ZenCase’s ATM, suggested time entries are created based upon the emails an attorney sends, the documents created, calendar events, and other activities throughout the day. ATM technology works when the lawyer is working in or out of ZenCase and the suggested time entries can be accessed for the previous 30 days.

You can learn about additional time saving functionality like this from ZenCase or scheduled a demonstration at www.zencase.com, or keep up to date on new information on LinkedIn.

ZenCase is a product of Groundswell Productive Solutions, LLC located in Jacksonville Florida.

CosmoLex:

CosmoLex has recently debuted CosmoLex CRM to enhance its complete legal practice management solution. The new, legal-specific CRM (Client Relationship Management) module grants CosmoLex users access to industry-leading client intake and marketing tools like automated text and video messaging, customizable intake forms, and one-click electronic signature acceptance. 

CosmoLex has added CRM to their comprehensive legal practice management suite because they know that building a successful law firm starts by building strong client relationships. Most practice management software is not designed with lead management or client interactions in mind and general business CRM tools are not built for the way law firms work.

The launch of CosmoLex CRM helps CosmoLex users eliminate wasted time on manual responses, filing, and data entry. It will help boost your law firm’s marketing communications, streamline your client intake, and gain insight into your business like never before. 

Learn more about the launch of CosmoLex CRM and how CosmoLex is taking actions to change the way you think about managing and growing your business. 

CosmoLex Debuts CRM Software for the Legal Industry

Assembly Software:

The Neos team has been hard at work all year cranking out exciting new features that will help your firm become more productive in the cloud. In case you missed them, here are some of the highlights:

• Effortless billing, invoicing, and time-tracking with native Neos features, plus new LawPay and QuickBooks integrations

• Make, receive, and track calls from RingCentral within the Neos communications tab

• Effortlessly generate several documents for multiple cases with just a few clicks using the Document Generation Wizard

• Quickly view different scenarios relating to a settlement amount to see how much money will be split between the client and firm

All this hard work paid off! Neos was named Best of 2022 in The Legal Intelligencer. We came in #1 in Docketing & Calendaring Solutions, #2 in Case Management Solutions, and were awarded The Legal Intelligencer Hall of Fame award.

We have and will continue to be committed to the success of your firm.

Rocket Matter:

Rocket Matter has made big moves recently to improve its robust practice management software by adding modules that will create a true, complete practice management workstation for legal professionals. The newest additions to Rocket Matter include legal-specific CRM features as well as secure file-sharing and electronic signature. 

Rocket Matter’s new client relationship management software (CRM) is designed to help law firms of any size take control of their marketing and client intake. Within Rocket Matter CRM, lawyers can build automated campaigns to bring in new clients and foster strong relationships to keep current clients coming back.

Along with CRM, Rocket Matter’s new secure file sharing and e-signature features (powered by LexShare) let lawyers easily send and receive files within Rocket Matter. With just a few clicks law firms can add custom signature templates to any PDF document, then send them to clients along with instructions and a secure link to upload files back into Rocket Matter.

This expanded functionality builds on Rocket Matter’s industry-leading business intelligence platform. Lawyers will now know even more about their business through Rocket Matter’s custom reports that help analyze key performance indicators (KPIs) and keep an eye on office efficiency – data that may alert you to wasteful bottlenecks or reveal hidden opportunities for growth.

TimeSolv:

TimeSolv was recently named by Forbes magazine as the best legal billing software of 2022 for small law firms. The recognition by Forbes cements TimeSolv’s place as the #1 web-based time and billing solution for law firms with unparalleled features allowing efficient and easy tracking of time, invoice generation, and getting paid in full.

To underscore TimeSolv’s reputation as easy to use software, they were also named by G2 Crowd as the #1 legal billing solution for usability. These combined honors from established third-party platforms are a culmination of work over TimeSolv’s 20+ year history creating affordable, practical, and easy to use billing solutions.

Building upon this momentum, TimeSolv also announced a robust integration with Law Ruler CRM. The combined features of TimeSolv and Law Ruler allow a firm to manage their leads, automate marketing follow-up and streamline their intake in one place. Information gets added and updated in one place, one time and flows effortlessly through both systems.

The post The Non-Event Industry Wrap-Up: Practice Management Software By Practice Area appeared first on Above The Law's Legal Tech Non-Event.

Tech-perplexed lawyers: We’ve enjoyed (not) seeing you at the Legal Tech Non Event.

Read on for a rundown of recent news from some of the companies that have joined us.

And as always, visit our Legal Spend Management for Law Firms page for all of your tech-adoption needs.

BigHand:

BigHand recently published a report looking at law firm Pricing Director insights and priorities for 2022 and beyond.

The findings come from it’s recent survey on Legal Pricing and Budgeting trends, which gathered 800 responses from senior legal finance roles from firms of 100+ lawyers in the UK and North America.

Top themes include mandated matter budgeting; profit leakage and embedding a culture of profitability. It also considers the steps law firms should take to achieve alignment across the business on pricing responsibilities.

Key findings from North American Pricing Directors include:

• 98% have introduced more mandated matter budgeting in the last two years
• 42% believe that discounting to collect payment has an effect on their firm’s profitability
• 42% plan on improving visibility of financial data throughout the firm, to reduce profit leakage in the next two years
• 80% plan on introducing a legal pricing solution in the next 24 months

To find out more access the full report here.

Brightflag:

Navigating a legal ops career isn’t easy, but Brightflag is here to help. Introducing Legal Ops 101, your essential destination for on-demand legal operations learning, presented by Brightflag. 

In each episode, Brightflag’s Chief Customer Officer Kevin Cohn simplifies complex topics like accruals, financial planning and analysis, SOX compliance, matter management, Outside Counsel guidelines, and more.

Episode 1: Accrual Accounting Learn key terms and activities like; month-end close, true-ups, cutoff dates, accruals, and expense allocations. 

Episode 2: FP&A Learn how legal operations can partner with FP&A to achieve greater visibility and predictability around legal spend. 

Episode 3: SOX Compliance Get an overview of the role of auditors and the attestations and certifications third parties must maintain to support you in maintaining SOX compliance. 

Episode 4: Matter Management Dive into the discipline of managing matters and the types of software legal teams use to do so effectively. 

Episode 5: Outside Counsel Guidelines Uncover the areas covered in these guidelines, examples of best practices, and how to develop, monitor, and iterate your guidelines.

Check out every episode of Legal Ops 101 here.

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