Case management Client Intake Download 
Rocket Matter
NOVEMBER 25, 2024
AI does the time-consuming tasks like document verification, research, and case management. For example, studies show AI can reduce research time by up to 60% and give lawyers more time to focus on strategy and client interaction. Download free guide 7. Determining your paperless processes 2. And more important resources!
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Clio augments this process with a robust infrastructure for client intake reporting. DOWNLOAD THE GUIDE.
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Rocket Matter
JANUARY 10, 2023
Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Stay in touch .
Rocket Matter
APRIL 25, 2023
Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. Download free guide 2. There are just certain things in life that you wouldn’t, even couldn’t, do without a little research and background information.
Rocket Matter
JULY 25, 2024
Running a thriving practice requires a strong foundation in law firm management. However, without efficient case management, timely billing, and strong client relationships, their practice may struggle to reach its full potential. It involves several key areas, including: Case Management. Client Relations.
Rocket Matter
DECEMBER 10, 2024
Download free guide Invest in Technology to Drive Efficiency Technology should be transformative, not just convenient. For example, cloud-based practice management software like Rocket Matter gives you remote access, streamlined case management, and file sharing, all of which are designed to make your legal workflows more efficient.
Rocket Matter
APRIL 4, 2023
Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software. This in turn lets you focus on your clients’ needs, rather than your firm’s liquidity. 4.
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