Rocket Matter

APRIL 25, 2023

Administrative tasks—such as communicating with clients, sharing documents, and collecting payments—are critical to running a successful practice, but they can also be repetitive and time-consuming. Document assembly. Legal billing. These are just a few areas in which you can incorporate automation.

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Client Intake Time-tracking Law Law 52

Rocket Matter

FEBRUARY 22, 2023

You can also customize your Kanban boards to serve the needs of different departments at your law firm, ensuring that everyone on your team stays on track. Ways to use Kanban boards Kanban boards can be put to work in almost every area of your law firm’s operations.

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Law firm Client Intake Time-tracking Law 52

Legal Talk Network

JUNE 28, 2022

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. Having the right technology for your firm can mean the difference between enduring law firm success or eventual law firm failure.

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Law firm Client Intake Law Law 52

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?

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Document automation Time-tracking Client Intake Legal CRM 52

Legal Tech Monitor

APRIL 1, 2023

Obviously, all of these benefits inure the benefit of the firm’s clients as well. How to create effective SOPs for your law practice. To create good SOPs for your law office, think carefully and pay attention to the details of how work is done. Examples of SOPs for different areas of law practice.

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Lawyer Client Intake Time-tracking Document management 59

Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Advanced automation : Automate everything from client intake to case updates.

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Time-tracking Document management Legal CRM Practice management 52

Rocket Matter

DECEMBER 17, 2024

Keep in mind that back-office changes can have indirect effects on the client experience. Free Guide The Paperless Law Office: A 12-Month Plan for Going Paperless This free guide will provide you with an actionable plan for going paperless, with monthly tasks that include: 1. Determining your paperless processes 2.

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Law firm Law Law Legal CRM 52

Rocket Matter

JULY 25, 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.

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Law firm Time-tracking Law Law 59

Rocket Matter

DECEMBER 18, 2024

To avoid being left behind, law firms must turn to modern data management and client engagement solutions. Rocket Matter is designed to help your legal practice, regardless of size, take control of your client intake and marketing efforts. Integrating your website with your CRM can reduce these wait times dramatically.

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Time-tracking Legal CRM Law firm Client Intake 52

Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. Start accepting payments online!

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Client Intake Law firm Time-tracking Legal CRM 72

Rocket Matter

OCTOBER 3, 2023

When a client reviews their invoice, they’ll know how their dollars are being spent. Here’s what not to write: “Phone call” Here’s what to write instead: “Client intake call” Do you need to track billable hours even if you charge flat rate/subscription/other alternative fee arrangements?

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Rocket Matter

MAY 23, 2023

For law firms, manual administrative tasks are a big blow for billable hours and potential profit. Manual admin tasks don’t just cut directly into billable hours. Here are four ways your law firm can use automated workflows to increase profit. But it’s all well and good to point out a problem and say “Isn’t that tricky.”

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Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

OCTOBER 15, 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. with the SaaS system to securely access data from any location.

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Law firm e-filing Time-tracking Law 52

Rocket Matter

JANUARY 14, 2025

Below are the top advantages you can expect when implementing this approach to manage your law firm. Consistency Think of all the saved time and reduced cost you can enjoy by organizing your data and documentation in a central location thats easily kept up-to-date using a consistent file structure. Get started with Rocket Matter today.

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Time-tracking Criminal Defense Law firm Software 52

Rocket Matter

APRIL 4, 2023

Here’s how you can streamline your law firm with lean principles. Automate document assembly Raise your hand if you have been personally victimized by a “copy and paste” document assembly gone wrong. Many firms save time on document assembly by pulling from old files… that were tailored to a past client.

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Attorney at Work

JANUARY 7, 2022

The goal is to ensure you have the tools to effectively take a client from onboarding to ending the retainer all online. This means making sure your tech deck enables you to communicate, share information and documents, sign documents, bill, accept payments and say goodbye, all online. Password protection. What tool to choose?

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Lawyer e-filing Software Practice management 108

Rocket Matter

APRIL 11, 2023

Here are three ways to level up your client relationships at each stage of the game, without sacrificing billable hours. 1. Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition.

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Legal CRM Client Intake Time-tracking Practice management 52

Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

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Legal CRM Time-tracking Client Intake Law firm 52

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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Lawyer Time-tracking Document storage Client Intake 98

Legal Tech Monitor

JANUARY 25, 2024

IDEATE The design challenge for the law firm is delivering legal services effectively and affordably in a way that assures the client that their matter is being handled diligently and professionally while they are kept informed. Online client portals are a primary tool for accomplishing this.

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Client Intake Law firm Lawyer Court 52

Rocket Matter

JANUARY 23, 2024

Schedule a demo today to see how our DFY services can transform your website into a client-attracting powerhouse that propels growth in a matter of weeks. Start accepting payments online!

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Law firm Law Law Client Intake 52

CaseFox

JULY 25, 2023

Cloud-based storage solutions offer secure and scalable platforms for storing sensitive client data, case files, and legal documents. This fosters seamless communication and document sharing, regardless of geographical barriers. This fosters seamless communication and document sharing, regardless of geographical barriers.

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Rocket Matter

FEBRUARY 20, 2024

This technology centralizes and organizes your leads and all contact touch points throughout the client journey into one platform. It can further transform your client relationships through client intake and marketing automation , allowing you to focus on what you do best: practicing law.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 52

Rocket Matter

OCTOBER 12, 2023

More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients?

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Time-tracking Legal CRM Practice management Law firm 92

Rocket Matter

JANUARY 9, 2024

If attorneys use the same time entry labels for tasks, it will be clearer to clients. These labels could look like: Client intake call with Motion writing for case Lead follow-up with _ Trial preparation for Research to uncover Witness interview for case 4.

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Time-tracking Client Intake Law firm Legal CRM 52

Rocket Matter

AUGUST 22, 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. But how reliable are they?

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Lawyer e-records Law firm Compliance 52

Rocket Matter

MARCH 28, 2023

Which clients require additional work, or which services take more time than they’re worth? With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

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Law Law Time-tracking Law firm 52

Rocket Matter

DECEMBER 5, 2023

Download free guide Invest in client relationship management software Client relationship management software is an essential part of a speed-to-lead strategy for a number of reasons.

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Time-tracking Legal CRM Client Intake Practice management 52

Rocket Matter

NOVEMBER 13, 2023

Client convenience tools : Your site will benefit from essential tools like contact forms, payment links, and client intake forms—even ChatGPT integration and automations. Law firm CRM to help you take control of marketing and client intake, making it a perfect complement to web services.

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Law firm Law Law Client Intake 52

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?

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Law firm Time-tracking Law Law 52

Rocket Matter

AUGUST 20, 2024

Schedule a demo to see how we can help propel your law firm to new heights. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one. Start accepting payments online!

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e-filing Time-tracking Law firm Client Intake 52

Rocket Matter

JANUARY 23, 2024

Your invoices should detail payment options and a link to your online payment processor. Consider sending your invoices via a client portal rather than simply emailing them. Client portals allow your clients to keep all relevant documents in one place, including invoices.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work.

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Time-tracking Attorney Software Client Intake 52

Rocket Matter

DECEMBER 16, 2024

If you pinpoint any consistent issues, you can change your time-tracking protocols, making sure billable work is accurately documented and billed. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

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Time-tracking Billing software Law Law 52

Rocket Matter

AUGUST 8, 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. Offer clients a convenient way to pay online, reducing manual processing.

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Lawyer Practice management e-records Billing software 52

Rocket Matter

DECEMBER 5, 2023

With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one. Pop open your email to sort through the day’s messages with ease and be confident that your time is automatically accounted for. 5.

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Time-tracking Software Client Intake Legal CRM 52

Attorney at Work

APRIL 30, 2021

Instead of potential clients being told to download a brochure or booklet to gain information, they get to watch and learn from their potential lawyer via video. It is a far more powerful marketing tool than a passive PDF document. The audience is encouraged to contact the law office for further information or assistance.

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