Lawmatics

JUNE 25, 2024

If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Collect any necessary documents from the client and organize them in the case management system. Details about the incident, medical treatment, insurance information, etc. Document management. Documentation.

Case Management

Lawmatics

JULY 9, 2024

Here's a list of the information commonly gathered with a legal intake form: Contact Information Full name Address Phone number Email address Demographic Information Date of birth Gender Marital status Occupation Case Details Nature of the legal issue (e.g., Family law intake form. Collaborative. How do you write a client intake form?

Witnesses

MyCase

JULY 14, 2023

Learning the common factors that lead to malpractice and adopting some common-sense client and case management best-practices can go a long way in avoiding an embarrassing and expensive situation. Modern solutions can even automatically track time spent on calls and emails for every case, creating an easy-to-follow paper trail.

Case Management

Practice Panther

DECEMBER 18, 2024

Building relationships with financial advisors, accountants, and insurance professionals creates opportunities for collaboration and referrals. Platforms like PracticePanther support estate planning attorneys with features like customizable document templates , automated workflows , and comprehensive case management.

Real Estate

MyCase

JULY 14, 2022

As a rule of thumb, keep all receipts and request official receipts from non-profit clients as extra insurance. Pairing an attorney billable hours chart with legal case management software tools will help you track all billable work. Best Case-Management Software for Tracking Time.

Case Management

MyCase

OCTOBER 3, 2023

Insurance and Licensing Costs Once you choose your office location, you might be tempted to dive in and start setting up shop. But there are two details to address first: insurance and licensing. Insurance for New Law Firms A new firm should have general liability insurance and professional liability insurance.

Legal Research

CaseFox

NOVEMBER 29, 2023

They’re not just annoying; they can lead to serious injuries and a long process of getting potential insurance claims. After these accidents, there’s usually a mix of feelings, injuries, and dealing with insurance. Understanding what’s going on is important, especially when talking to lawyers or insurance people.

Evidence

MyCase

OCTOBER 20, 2022

During your SOP development, outline how you’ll manage tasks such as: Case management. Document management. Managing your SOPs is much easier with a powerful tech stack. Lawyers often rely on DropBox, Google Drive, OneDrive, or a case management solution. . Client onboarding. Time tracking.

Case Management

Civil Litigation Brief

JANUARY 30, 2025

We have looked at the judgment inAviva Insurance Ltd v Nadeem & Anor [2024] EWHC 3445 (KB) HHJ Tindal (sitting as Judge of the High Court) before, in the context of the failure of committal proceedings following an earlier finding.

Evidence

Practice Panther

JUNE 7, 2024

Malpractice Insurance : Determine if you need to maintain malpractice insurance after retirement and for how long. Consider the lifestyle you want to have and set realistic expectations for food, housing, insurance, taxes, transportation, and healthcare, as well as entertainment, travel, and hobbies.

Nonprofit Organizations

CaseFox

SEPTEMBER 10, 2023

Law firm overhead costs include rent, salary of employees, accounting software, insurance, etc. These costs can include expenses like rent of the firm, insurance premiums, and salaries of the lawyers. Law firms can opt for legal billing software or case management software to ensure the efficiency of workflow.

Legal Services

MyCase

MARCH 10, 2023

Texas Department of Insurance three-way reconciliation preparation example North Carolina Bar reconciliation report example State Bar of Arizona trust accounting guide Often, you’ll be able to find resources like these from your state bar association.

Finance and Banking

Destination Articles Blog

MARCH 17, 2025

Must-Have Essentials for Lawyers Traveling Solo From technology that protects your data to insurance that safeguards you against unexpected events, here are the essentials every solo-traveling lawyer should have. Financial and Expense Management Many legal professionals travel for work, making expense tracking essential for tax deductions.

Education

Destination Articles Blog

MARCH 17, 2025

Must-Have Essentials for Lawyers Traveling Solo From technology that protects your data to insurance that safeguards you against unexpected events, here are the essentials every solo-traveling lawyer should have. Financial and Expense Management Many legal professionals travel for work, making expense tracking essential for tax deductions.

Education

Legally Speaking

JANUARY 21, 2023

How much does it cost to open a law firm (including professional indemnity insurance, essential costs, and more). A Guide to Solicitors’ Professional Indemnity Insurance The guide aims to take some of the stress out of the application and renewal process of solicitors’ professional indemnity insurance: The PII rules for the UK and Ireland.

Legal Services

MyCase

SEPTEMBER 29, 2022

Meanwhile, the firm still has to pay expenses, such as attorney and staff salaries, rent, utilities, software costs, insurance, and more. Streamlined case management. The legal team could work for months without seeing a penny. . This can lead to major cash flow problems, despite the firm being busier than ever. .

Technology

Destination Articles Blog

MAY 7, 2025

Lack of Financial Training Law school doesn’t teach personal finance, accounting, or business management, so you may not know how to budget, invest, or read financial statements. High Operating Costs Running a practice comes with recurring costs: salaries, rent, malpractice insurance, software, and marketing.

Education

MyCase

DECEMBER 15, 2022

Finally, purchase annual malpractice insurance—even if it’s not required in your state. Consider MyCase Practice Management Software During your solo law firm launch, consider legal case management software to automate non-billable administrative work, boost efficiency, and maximize cash flow.

Finance and Banking

MyCase

DECEMBER 15, 2022

Purchased technology, including legal practice management software . Insurance . Finally, purchase annual malpractice insurance—even if it’s not required in your state. Consider MyCase Practice Management Software . Document management. Potential staff salaries and expenses . Don’t let this figure paralyze you.

Finance and Banking

MyCase

DECEMBER 6, 2022

Managing access to information based on need and job role (such as partner, associate, case manager, paralegal, legal assistant, legal secretary, or accountant) . Backing up data .

Technology

Attorney at Work

JUNE 6, 2022

Licks Attorneys use their website as a one-stop resource to provide its global client base with up-to-date information that impacts case management. Vivian Coco, head of legal marketing and client relations, Licks Attorneys (Rio de Janeiro, Brazil). The feedback was amazing and humbling.

Mediation

Legally Speaking

JANUARY 15, 2023

Suzi also points out the prospective client does not care about case law – it’s important to focus on what they do care about, which is meeting their needs and building a relationship with them. Suzi’s clients: Suzi’s biggest client between 2005 and 2010 was a large health insurance company called Humana.

Education

CaseFox

OCTOBER 9, 2023

Healthcare lawyers take cases that are related to insurance coverage, healthcare regulatory compliance, and access to care. That is why CaseFox is offering a Case Management software that will help you work effectively. It focuses on rules and regulations regarding the healthcare industry.

Real Estate

Insurance Journal

APRIL 7, 2025

AP) A federal lawsuit alleging North Carolina’s new electronic courts records and case management system contributed to unlawful arrests or extended jail detainments can continue against the system’s developer and a county sheriff, a judge ruled this … GREENSBORO, N.C. (AP)

Case Management