Remove Case management Remove Criminal Defense Remove Document management
article thumbnail

6 Ways to Automate Your Criminal Defense Practice

Rocket Matter

Criminal defense is one of the most challenging practice areas to specialize in. Friends, family, and even strangers have misconceptions about the work you do and may assume that you side with criminals. Here are six different ways to automate your criminal defense practice. Build a Better Client Intake System.

article thumbnail

Intake Process Template

Lawmatics

If the case is accepted, send an engagement letter and retainer agreement for the client to sign. Documentation. Collect any necessary documents from the client and organize them in the case management system. Send a follow-up email or letter to confirm receipt of documents and outline next steps.