Client Intake Document automation Law Office 
Rocket Matter
DECEMBER 26, 2023
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? Check. File-sharing?
Legal Talk Network
JUNE 28, 2022
Answering these questions will help you better understand your law firm’s unique needs and determine which solutions make the most sense for your business. Selecting the Right Type of Law Office Technology. Technology is an integral part of every attorney’s day-to-day—from trial preparation to drafting and organizing documents.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Rocket Matter
DECEMBER 17, 2024
Keep in mind that back-office changes can have indirect effects on the client experience. For example, automating a redundant task could leave your team with more time to answer questions, respond to emails, or schedule consultations. Determining your paperless processes 2. Determining your paperless processes 2.
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. If you maximize your performance at each touchpoint, you’re more likely to end up with a happy client and a healthy relationship. Download free guide 2.
Rocket Matter
MAY 23, 2023
Here are four ways your law firm can use automated workflows to increase profit. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things. Ready to see what automation will have the biggest impact on your firm’s bottom line?
Rocket Matter
APRIL 4, 2023
To update the document, team members have to catch every past customization, update it on a new file, and manually add in the new client’s information. Instead of spending all of that time on data entry and updates, look for a legal practice management tool that offers document automation.
Rocket Matter
NOVEMBER 19, 2024
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. So, what’s involved in how to start a law firm?
Expert insights. Personalized for you.
52 
Let's personalize your content