Analytics Document automation Document storage 
Rocket Matter
APRIL 22, 2025
It centralizes matter management, legal billing, trust accounting, and document automation into one intuitive system. Developed by Assembly Software, the company behind Needles and Trialworks, Neos offers native tools like client intake forms, document storage, dashboard reporting, and integrations for communication and accounting.
Rocket Matter
DECEMBER 17, 2024
For example, the Rocket Matter legal customer relationship management (CRM) platform offers robust analytics tools that help you track client interactions and performance metrics. These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team.
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Rocket Matter
FEBRUARY 25, 2025
Consider the following key measures to keep your firm secure: Implement strong encryption for your document storage and communication lines. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.
Percipient
APRIL 15, 2025
Real-time collaboration: Leave comments, suggest edits, and track changes within the document. Automated approval workflows: Set up rules to move contracts through the right approval steps. Integration with business tools: Connects with CRMs, payment processors, and cloud storage platforms.
Percipient
FEBRUARY 26, 2025
No more sifting through outdated folders or emailing colleagues to track down missing documents. Automated storage also helps with version control, so teams always work with the latest contract draft. Best Features Full contract lifecycle management : Automates contract drafting, approvals, and renewals.
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