5 Legal Tech Solutions Your Clients Will Love

You can easily lose yourself in the costly jungle of “add-on” legal tech promising a mirage of efficiency gains. Rather than reading another AI-written listicle, let’s walk through five categories and provide real-world examples. 

AI-Driven Personalized Video

Imagine President Kennedy reviewing the latest Taylor Swift album – sounds surreal, right? Well, products like HeyGen can bring this level of performance and personalization to your legal practice at a budget-friendly price. 

HeyGen allows you to create video avatars that capture your likeness and voice. By simply writing and uploading a script, you can produce videos that offer a more personal experience for your clients. This tool is particularly beneficial for law firms with multilingual practices, as it can translate videos into various languages, enhancing client engagement across different demographics. 

Start by providing HeyGen with photos and videos of yourself and a script to “read.” The program then generates a video of “digital you” speaking the script (with your voice!), complete with moving lips, gestures, and more. Download the video as an MP4 file and use it anywhere. 

Engaging Client Engagement Forms

While many law practice management software platforms offer basic forms, and are a good place to start, Typeform takes client engagement to a new level. 

Typeform helps you create dynamic and interactive questionnaires that you can customize to match your firm’s needs. By leveraging artificial intelligence, Typeform can generate questions based on the description you provide. Given a practice area and description, Typeform’s AI can create relevant questions, which you can edit, to gather necessary information. 

A standout feature is Typeform’s ability to integrate videos into the forms. For example, you could include a video explanation of complex topics, such as the difference between standard estate plans and personalized plans, making the form more engaging and understandable. Additionally, Typeform’s automatically creates mobile-friendly questionnaires, ensuring seamless experiences for clients using smartphones. 

Online Scheduling Services 

Scheduling links save time by reducing back-and-forth email exchanges. Calendly allows you to create different event types, such as one-on-one meetings, “round robin” assignments, and group sessions. Calendly also provides options for sending links to specific events, such as initial consultations or document reviews. And, of course, Calendly automatically syncs with your existing calendar(s) to show available times. 

Competitors like Clio Grow, Lawmatics, and Fantastical provide similar functionality and are worth a look if you already use them. 

AI-Driven Meeting Recorders 

Products like Fathom, Microsoft Teams, and Sonix offer AI-driven solutions to record, transcribe, and summarize web meetings. They automatically capture meeting notes, action items, and key discussion points. 

For example, with Fathom’s platform, you review meeting transcripts alongside the video, making it easy to navigate through the discussion. You can also query its AI for specific information, such as action items. Teams, with its Copilot functionality, and Sonix, a newer player, offer similar capabilities. All are valuable tools that maintain client confidentiality while ensuring accurate meeting records. 

Truly Portable Document Scanners 

Don’t ignore the convenience of your smartphone’s camera for scanning documents. Many document management and storage vendors have integrated scanning capabilities into their mobile apps. For example, Dropbox’s mobile app includes a scanner that detects the document’s edges, captures the image, and allows for multi-page scanning. Similarly, Apple Notes offers a built-in scanner for iPhone users, providing a seamless way to create PDFs. 

Clio users can also benefit from the Clio for Clients app, which allows clients to scan and send documents directly to their attorney through the client portal. This feature ensures that important documents are quickly and securely transmitted, enhancing efficient communication. 

Wow Your Clients with the Best Service Possible

All of the technology above can definitely make your clients love your firm. Often, however, the best way to truly wow your client is simply to ask them what they want. Ask your current clients how you’re doing (or better yet, how they’re doing). Survey your previous clients to see what you did well–or even what you didn’t do well. And do some research to determine what it is your future clients (or leads), want from your firm. We’re in the service industry, whether we like it or not.

If you want to learn more about how to enhance your client experience, check out our free download, the Complete Guide on Law Firm Clients.

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