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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

Get free e-book. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Valuable Legal CRM applications to support your law firm's project management efforts. Disorganized workflows and software silos make legal work a chore.

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7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Establishing naming and filing conventions 3. Choosing an online storage provider 4.

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Canada Post Strike 2024: How Law Firms Can Navigate Postal Strikes

Clio

Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online. Book a demo to see Clio in action! Move to online payment systems Firms can get paid faster and avoid potential mail service disruptions by accepting online payments—a win-win for law firms.

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Rocket Matter’s Guide to Practice Management Integrations

Attorney at Work

When your legal practice management software integrates with your accounting software, you can sync important client and financial information, such as: Invoices. Syncing this information keeps your accounting books up to date and keeps your financials transparent. Legal CRM software. Trust account debits and credits.

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From Good to Great: Transforming Client Relationships with Rocket Matter CRM

Rocket Matter

More specifically, there can be a significant difference between generic and legal-specific CRMs. Using a legal CRM rather than a generic one is crucial because it is tailored to meet the specific needs and nuances of legal practice.

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Wouldn’t It Be Nice if You Had One Source of Truth for All Your Leads in 2024?

Rocket Matter

Let’s look at how you can benefit from having one source of truth for your leads and how legal CRM provides the solution. Missing out on even one can mean a hit to your cash flow. A legal CRM centralizes lead management so every client gets tracked from the initial contact to the final invoice.

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Legal Workflow Automation: Enhancing Client Focus Through Streamlined Processes

Rocket Matter

A robust legal client relationship management (CRM) platform like Rocket Matter CRM can help you leave the days of frustrating, time-eating phone tags and missed opportunities behind. A legal CRM can automate personalized follow-up messages via email or text to improve your speed to lead —i.e.,