Rocket Matter
APRIL 22, 2025
Developed by Assembly Software, the company behind Needles and Trialworks, Neos offers native tools like client intake forms, document storage, dashboard reporting, and integrations for communication and accounting. Download free guide Client management Your legal software should support every stage of the client journey.
Rocket Matter
NOVEMBER 25, 2024
Rocket Matter allows firms to tailor workflows according to practice areas.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. Clio is cloud-based practice management software that consolidates client intake, contact management, calendaring and timekeeping tasks. Clio augments this process with a robust infrastructure for client intake reporting.
Rocket Matter
FEBRUARY 25, 2025
Falling victim to cybercrimes will not just cost you your reputation and operational efficiency, but you also risk getting penalized for breaching client confidentiality should any sensitive information gets compromised. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.
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.
Rocket Matter
FEBRUARY 18, 2025
These platforms facilitate case management, scheduling, billing, document storage, and other essential functions. For example, Rocket Matter includes tools for task management, organization, time tracking, and client relationship management tools, all in a single user-friendly solution.
Legally Speaking
JANUARY 21, 2023
Document storage recommendations for paperless law firms. How to Grow Your Firm with Legal Client Intake This guide by Michael Chasin, a prominent expert in client intake and CRM, emphasises the importance of client intake and presents strategies for implementing a systematic process within your firm.
Expert insights. Personalized for you.
52 
Let's personalize your content