Client Intake Contract management Document storage 
Rocket Matter
NOVEMBER 25, 2024
This keeps everything accurate and documented. Contract Management Systems Contract management systems streamline entire contract lifecycles from their creation to their execution and eventual storage in one easily accessible location.
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.
Rocket Matter
DECEMBER 17, 2024
These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Streamline Document Management Manual document management can be a time-consuming drain on resources.
Expert insights. Personalized for you.
97 
Let's personalize your content