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The Only Client Intake Checklist You’ll Ever Need

Attorney at Work

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. Think Like a CEO.

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6 Benefits of Efficient Law Firm Document Automation

Rocket Matter

Thats where efficient law firm document automation comes in. By automating repetitive tasks, law firms can produce accurate client-ready documents faster, reduce costly errors, and free up time for billable work. Heres more about why document automation has become indispensable for modern law practices.

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The Top Tech Trends of 2023 (and How You Can Use Them in 2024)

Rocket Matter

Download free guide 2. Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Check. Legal CRM? Check. Online payment portal? Check. eSignature?

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Boost Your Law Firm’s Productivity Throughout the Client Lifecycle with Legal Automation

Rocket Matter

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. Running a legal practice is definitely one of those things.

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How Automated Workflows Can Boost Your Cash Flow

Rocket Matter

Here are four ways your law firm can use automated workflows to increase profit. Download free guide 3. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things.

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Driving Innovation in Law Firms: Strategies and Considerations

Rocket Matter

Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Case management and document organization solutions can save time and reduce errors. Streamline Document Management Manual document management can be a time-consuming drain on resources.

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How to Build More Time for Your Clients into Your Day

Rocket Matter

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. in 2022), it’s the right time to look at your current rates and see if you’re charging enough to remain profitable.