Client Intake Document Document storage 
Rocket Matter
NOVEMBER 25, 2024
With advanced technology for law firms, experts can reduce the time they spend on repetitive tasks and place more effort on more demanding activities like client strategy. Whether it’s software for managing legal documents or AI tools for legal document search, be sure to find what works perfectly for your firm.
Rocket Matter
APRIL 22, 2025
It centralizes matter management, legal billing, trust accounting, and document automation into one intuitive system. Rocket Matter also includes a client portal, a built-in Customer Relationship Management (CRM) system, and sophisticated dashboard reporting to help clients effectively manage their client base.
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Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. Evernote has the ability to capture and save notes and recordings from the web in a variety of different formats, whether these be emails, legal briefs, research files or discovery documents.
Rocket Matter
FEBRUARY 25, 2025
With client expectations at a steady rise, its clear that the legal industry is reaching its tipping point and the only way to regain balance is to implement digital transformation in law firms day-to-day systems. You should also assess weak points in your processes, such as billing, document handling, and client communication.
Rocket Matter
DECEMBER 17, 2024
Case management and document organization solutions can save time and reduce errors. 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.
Attorney at Work
APRIL 15, 2022
I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. ClickUp moves beyond project management to include team messaging (like Slack ) and document storage (like Baseca mp 3 ). Collaboration tools work for firms of any size.
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