Building an Estate Planning Practice in Lawmatics

As an estate planning attorney, you’re not just drafting documents; you’re guiding clients through deeply personal and important decisions about their future. The work is detail-oriented and client-focused, often requiring a lot of back-and-forth communication and numerous administrative tasks.

Lawmatics, a robust client relationship management (CRM) and automation platform...

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Streamlining Your Law Firm’s Intake Process with Practice Management Software

The intake process is a critical first step in building a relationship with new clients, yet it can often be time-consuming and inefficient. Manual data entry, missed follow-ups, and miscommunications can slow down your firm and negatively affect the client experience. Fortunately, practice management software offers a powerful solution to automate and...

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