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.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Legally Speaking

JANUARY 21, 2023

About Clio Clio is a legal practice management software that is designed to help law firms, solo practitioners, and legal departments manage their practice and client relationships. It offers a wide range of features, including client and matter management, document management, time tracking, billing, and task management.

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Client Intake e-filing e-records Document storage 40

Rocket Matter

DECEMBER 26, 2023

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. Start accepting payments online!

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

JULY 25, 2024

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm.

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Law firm Time-tracking Law Law 59

Rocket Matter

MAY 23, 2023

Download free guide 3. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

JANUARY 14, 2025

Download free guide The Vital Role of Legal Project Management Software Now that youve laid the groundwork, lets talk about how law firm project management software can elevate your practice. Download free guide Have some questions before trying Rocket Matter? Determining your paperless processes 2.

Time-tracking 52

Time-tracking Criminal Defense Law firm Software 52

Legal Tech Monitor

NOVEMBER 2, 2023

Firms are investing in comprehensive platforms that can streamline operations across the board, from client intake to document management. Enhancing client services. You can read it all yourself by downloading the full version here: 2024 Small & Midsized Law Firm Report.

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Law firm Electronic payment Law Law 52

Rocket Matter

AUGUST 8, 2024

Offer clients a convenient way to pay online, reducing manual processing. Document Automation. Create documents with pre-defined templates to streamline document management and save time. Request a demo today and see how Rocket Matter can transform your firm’s financial management. Download free guide

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Lawyer Practice management e-records Billing software 52