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New Practice Management Software: Expert Tips to Make Adoption Easier

New Practice Management Software: Expert Tips to Make Adoption Easier

by Melanie Leonard | Sep 16, 2024 | Business Growth

If you’re thinking about adopting a new practice management software but feel overwhelmed by the idea, you’re not alone. At streamlined.legal, we help law firms get the most out of their software and ensure smooth transitions when it’s time for...
Enhancing Your Intake Process: Key Takeaways from the ABA’s Formal Opinion

Enhancing Your Intake Process: Key Takeaways from the ABA’s Formal Opinion

by Melanie Leonard | Sep 2, 2024 | Business Growth

On June 7th 2023, the ABA issued an opinion titled “Responsibilities Regarding Non-Lawyer Assistance.” This opinion specifically addresses the roles that non-attorney staff can play in the intake process, including tasks such as collecting documentation...
Optimizing Matter Assignment in Clio Grow: A Guide for Law Firm Owners

Optimizing Matter Assignment in Clio Grow: A Guide for Law Firm Owners

by Melanie Leonard | Aug 26, 2024 | Clio Features

Effective matter management is crucial for law firms looking to streamline their processes and improve client relations. Clio Grow, a leading legal practice management software, offers robust features for managing intakes and assigning matters. However, law firm...
Related Contacts vs. Contact Select Custom Fields

Related Contacts vs. Contact Select Custom Fields

by Melanie Leonard | Aug 18, 2024 | Clio Features

We’re excited to shed light on a newer feature in Clio Manage that enhances how you track and manage contacts within your matters. Though this feature may seem underplayed, understanding it can significantly boost your efficiency. When managing a case in Clio, keeping...
Top 5 Signs You’re Practicing Law Reactively (and How to Fix It!)

Top 5 Signs You’re Practicing Law Reactively (and How to Fix It!)

by Melanie Leonard | Aug 12, 2024 | Business Growth

Hey everyone! We’ve got a fun and insightful list for you: the top five signs that you’re practicing law reactively. Let’s dive in! Your To-Do List is Stuck in Your Head If your to-do list isn’t written down and is instead floating around in your head, you’re...
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