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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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Preparing Your Firm for Growth with Rocket Matter CRM

Rocket Matter

Download free guide Rocket Matter’s unique CRM features and scalability Rocket Matter isn’t just any CRM—it’s designed specifically for law firms. Advanced automation : Automate everything from client intake to case updates. Disconnected systems can lead to inefficiencies and errors.

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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

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.

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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. Start accepting payments online!

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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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Law Firm Management: Key Insights and Strategies for Success

Rocket Matter

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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Mastering Legal Project Management for Successful Client Outcomes

Rocket Matter

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.