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A Tech Adoption Guide for Lawyers

in partnership with Legal Tech Publishing

Legal Technology, Sponsored Content, Technology

The Non-Event Industry Wrap-Up: Legal Practice Management Software

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 […]

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