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 Practice Management for Law Firms page for all of your tech-adoption needs.
AbacusNext
Recently, Abacus Payment Exchange (APX) version 2.0., was made available to new and existing firms using the current version of AbacusNext and Zola Suite platforms. APX streamlines the payments process by integrating it directly into the practice management environment, where firm employees spend their workday managing clients, projects, and communications.
APX provides a single platform to oversee the entire billing and collections process. Everything is connected to manage, securely process, and collect your clients’ payments through APX – moving your money fast!
Here are just a few new features you’ll experience with APX 2.0:
- Cash Flow Ease and Speed – Unlike other payment solutions APX uses a single integrated platform to process your accounts and bill clients – one point of contact, one point of reconciliation and get paid in 2 business days.
- Transparent Pricing – APX offers a flat fee for credit card and ACH transactions with no monthly fees, or hidden charges.
- Secure and Compliant – With APX, your data is safe – APX is PCI compliant, one of the highest levels of security certification and with APX integration, you’re not storing or processing any payment data.
Have questions about how your business can automate its payments? Click here.
Assembly Legal
Late last year, Assembly Legal announced the launch of their new lead management intake solution, Neos Intake Pro. The solution brings end-to-end client management to Neos cloud-based case management software, allowing firms to capture leads effectively, and turn more of them into clients. Neos Intake Pro features a Zapier integration for lead management, dynamic intake forms, and marketing return on investment dashboards. Click here to find out more.
Assembly Legal is also proud to announce the release of Neos Automatic Timekeeping, the most advanced litigation feature on the market. Automatic Timekeeper will allow our customers to track time against cases without manually starting and stopping a timer. The new Neos Automatic Timekeeper allows our customers to minimize lawyer time required to record billable time and prepare time sheets, more accurately track billable activities, and increase productivity and revenue. Find out more here.
Additionally, Assembly legal is excited to be back in the in-person industry event circuit, recently attending both the National Trial Lawyers Summit and the American Association for Justice (AAJ) Winter Convention. At AAJ, Assembly was the proud sponsor of both the Women Trial Lawyers Caucus Signature Brunch and Injury Board’s member tailgate event, strengthening the company’s long history of industry partnerships. The team at Assembly Legal looks forward to seeing more of their customers (representing over 2,600 law firms), as well as prospective customers, at future industry events this year.
Clio
Introducing Clio Payments
Clio recently added native payment processing to their cloud-based offerings. Clio Payments is now available in their flagship practice management system, Clio Manage. Legal professionals can manage the entire legal client journey—from client intake, all the way through payment collection—through one secure, compliant, and trusted system.
To learn more about adopting online payments for legal services, check out their recent publication: The Ultimate Guide to Accepting Legal Payment Processing Solutions.
Legal Rates Benchmark Calculator
Clio launched their anticipated 2021 Legal Trends Report. The report focuses on how legal professionals are harnessing technology to adapt their services to new consumer expectations while building more successful, resilient firms. Legal professionals can use the report to better understand changing dynamics in the industry, including average rates for legal services.
To compare your rates against other legal professionals in your state you can use their new competitive rates calculator.
2022 Clio Cloud Conference, now a hybrid event, hosted from Nashville, TN
The 10th annual Clio Cloud Conference is back this October—and it’s more accessible than ever before. Thousands of legal professionals from around the globe will gather in person, or at select virtual conference sessions, to discover new ways to make an impact on the legal industry.
Get your pass at cliocloudconference.com today with discounted pricing still in effect (*prices increase March 24, 2022).
Filevine
Vinesign, the eSignature solution from Filevine, released an enhanced document verification service, accomplished through the use of private Blockchain technology. The new, publicly available verification portal allows anyone to confirm key details about a Vinesigned document and its signatures in order to uphold its authenticity. Learn more about it here.
Filevine ranks as one of the most innovative, fastest-growing technology companies on Deloitte’s annual list, with a three-year growth rate of 730%. Read more here.
Filevine, the Legal Work Platform, announced that its security practices meet Service Organization Control (SOC) 2 Type II standards based on an independent audit conducted by Marcum, LLP, an American Institute of Certified Public Accountants (AICPA) auditing firm. SOC 2 reports are industry-recognized, independent audits that provide assurance about the design and effectiveness of controls in place at a service organization, demonstrating the company’s ability to adhere to critical security practices. The rigorous audit included five security domains: security, availability, processing integrity, confidentiality, and privacy.
Find out more here.
Get Staffed Up
Get Staffed Up, founded by lawyers for lawyers, staffs law firms with incredible, full-time, offshore virtual assistants in two key areas: Administrative and Marketing.
Their mission is to help lawyers delegate their way to freedom.In 2021, they helped 276 law firms delegate their way to freedom and placed 289 virtual assistants. Here’s what your peer, Josh Whisler, founder of the Whisler Law Firm, has to say: “Get Staffed Up has provided us with the highest qualified team members. We couldn’t be happier. GSU has been one of the greatest decisions this firm has made in creating our ‘A Team’.”
One of the ways we stay true to our mission is through our free monthly webinar series. On February 22nd, we discussed how virtual assistants can help publish and promote a book. Learn more about it HERE. Want to be on the invite list for the next one? Sign up for our newsletter HERE.
Delegating your way to freedom isn’t just a task, it’s also a mindset. Changing your mindset requires focus. That’s why we are doing our Spring Delegation Challenge. Follow us on social media to learn more and sign up HERE. You could win $2,100.00.
Litify
Insurance Carriers, Insurance Defense Firms, and other industry thought leaders are coming together to discuss the future of claims litigation at LitiQuest Insurance on April 7th in Santa Monica, CA. Speakers from CLM, AmTrust Insurance, Deloitte, and more will be discussing a new way for carriers and defense firms to collaborate towards better claims litigation outcomes.
Insurance Defense Firms will not want to miss this event where Carriers share insights about how they plan to select outside counsel in a new data-driven world. To check out the full agenda and register for the event you can visit: https://www.litify.com/litiquest-insurance/
Litify was also the only Legal Practice Management platform to be named a “Soonicorn” in Tracxn’s top legal tech startups of 2022. Check out the article here and learn more about why Litify is taking off in the category by visiting Litify.com.
MyCase
MyCase, a leading provider of cloud-based legal practice management software and payment services to law firms, recently welcomed the addition of Chief Product and Technology Officer, Arman Samani. Samani joins MyCase as an accomplished industry leader with over two decades of experience in building and overseeing innovation at high-growth SaaS businesses.
The leadership team expansion comes on the heels of multiple acquisitions and product feature announcements. Most notably, the company recently unveiled its new Accounting and Drive functionalities, set for release in 2022:
- MyCase Drive is a complete desktop document management solution that syncs to MyCase, allowing firms to efficiently find and organize documents using their computer’s file explorer and advanced search capabilities.
- Available in 2022, MyCase Accounting is a fully integrated, legal-specific accounting solution that centralizes a law firm’s financial data, eliminates redundant data entry across multiple systems, and ensures trust compliance with easy, three-way reconciliation.
In addition to the new features, MyCase continues to expand its core product with new integrations that allow lawyers to work more efficiently with their existing technology. LEX Reception is the most recent addition to MyCase’s expanding set of integrations, which include Mailchimp, Smith.ai, and more.
PracticePanther
PracticePanther released new product enhancements to their all-in-one legal case management platform, along with educational content and resources for law firms to remain profitable with legal technology and online payments.
PracticePanther announced in early February that firms can now request an unlimited amount of documents for electronic signatures with their built-in eSignature feature at no additional cost. Having the ability to send, track, and store documents for signature allows users to streamline their documents process and gain better visibility into their signature trail.
Access PracticePanther’s on-demand webinar where Payment Specialist, Zach Herrmann, speaks on how a streamlined intake and billing process prompts clients to pay their invoices faster. Additionally, PracticePanther released an eBook with attorney and founder of Red Cave Legal, Jared Correia, where he presents the business case for law firms on the need for online payments and identifies the blockers for law firms slow to adopt it.
Rocket Matter
This fall, Rocket Matter added a host of new functionalities to their fully integrated practice management software.
Firms using Rocket Matter’s new Premier Tier now have access to powerful advanced functionalities including:
- A new Business Intelligence Module. Users can quickly generate advanced reports and analyze key performance indicators from within a simple drag-and-drop interface.
- Effortless e-signatures. Rocket Matter’s integration with ImagineShare allows attorneys to send e-signature documents and requests directly from their email addresses. E-signature documents can also be generated and sent from within Outlook without switching to a secondary software.
- Customizable billing rules. Law firms can define custom rules on a case-by-case basis to ensure that timekeepers adhere to important billing requirements. Insurance defense attorneys will greatly benefit from customizable LEDES billing audit rules, which prevent invoice rejection based on LEDES code billing errors.
- Paperless prebills. Firms can now move work into a “prebill” status so they can review and audit prior to invoicing.
- Automated billing cycles. Users can easily schedule auto-generated prebills.
As part of the recent update, Rocket Matter has also leveled up a number of core functionalities, including enhancements to speed and responsiveness. To try the new Premier Tier and streamline your practice, sign up here.
SmartAdvocate
SmartAdvocate recently announced its latest software release, featuring over 1,000 enhancements. Among them are new visual themes, customized dashboards and new screens for specialized cases that involve Social Security Disability and Veterans’ Affairs. Also added to the software, are several updates which will help firms increase their productivity. Users will be able to perform mass emails/faxes from the SmartAdvocate Medical Records Follow-up Dashboard, and combine multiple documents into a PDF. This release also includes new integrations which will allow users to utilize full text search in Word and PDF documents, secure medical record services, eSignature solutions, litigation support and accounting services.
Read full press release here.
Zola Suite
Zola Suite has announced their exclusive integration with HotDocs®, the world’s leading document automation platform. Designed in close collaboration with the HotDocs engineering team, this integration enables firms to use the data they’ve already captured in Zola Suite to be used directly in HotDocs, resulting in a massive increase in productivity. Users can also save the generated document directly back to Zola Suite’s document management system. To learn more about what’s new with Zola Suite, click here.
