Rocket Matter

SEPTEMBER 26, 2023

Create a step-by-step explanation of how to access our client portal in 400 words or less based on the provided information: copy and paste your current client portal access information Scan this document, find any instance of __, and replace it with an empty field to be filled in 2.

Client Intake 96

Client Intake Law Law Law firm 96

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.

Time-tracking 52

Time-tracking Legal CRM Law firm Client Intake 52

Centerbase

MARCH 31, 2025

Implementing best practices like documenting workflows, creating a solid business plan, prioritizing work-life balance, and ensuring cybersecurity can enhance client satisfaction and support sustainable growth. It often involves secure client portals where documents can be shared and confidential conversations can take place.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

The post 4 Common Challenges Law Firm Workflow Management Can Solve appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. But leveraging workflow software for law firms can answer this problem.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

FEBRUARY 20, 2025

Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency. Google Ads can open the door to new business, but Rocket Matter ensures those leads turn into paying clients. Determining your paperless processes 2. Schedule your personalized demo with us now.

Law firm 52

Law firm Injury Lawyer Time-tracking Accident Lawyer 52

Rocket Matter

MARCH 26, 2025

The post 4 Common Challenges Law Firm Workflow Management Can Solve appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. But leveraging workflow software for law firms can answer this problem.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

FEBRUARY 25, 2025

The post Digital Transformation for Law Firms: A Guide to Modernizing Your Practice appeared first on Rocket Matter. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. What Is Legal Digital Transformation ?

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

FEBRUARY 18, 2025

Learn how big tech has changed the legal industry Free Guide The Small Firms Guide to Big Tech While any change in how you operate your law office can feel overwhelming, theres never been a better time to start migrating your office structures online. A Detailed Breakdown appeared first on Rocket Matter.

Law firm 52

Law firm e-filing Law Law 52

Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

Time-tracking 92

Time-tracking Attorney Client Intake Software 92

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.

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

Clio

FEBRUARY 24, 2025

Many AI-powered solutions now assist lawyers with a wide range of tasksfrom automating operational workflows to drafting and analyzing legal documents to streamlining e-discovery and beyond. This means its easier than ever for law firms to integrate AI solutions into daily workflows and transform their work. Tools like Smith.ai

Legal AI 52

Legal AI e-discovery e-filing Mediator 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.

Time-tracking 52

Time-tracking Billing software Law Law 52

Clio

MAY 24, 2024

In this guide, we will explore the essentials of effective law firm management—including some of the most impactful business-specific elements of law office management that firm leaders can focus on. What is a law firm business plan? Fortunately, we’ve got you covered.

Law firm 69

Law firm Time-tracking Law Law 69

Rocket Matter

JANUARY 10, 2023

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. Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Free Guide.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

JULY 24, 2023

With this integration, legal professionals can take advantage of ChatGPT from their Rocket Matter software directly, while adding additional security measures to protect your firm from liability. This makes it an excellent tool for the client intake process, marketing, and general client communications.

Client Intake 52

Client Intake Law Law Intellectual Property 52

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.

Client Intake 52

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.

Law firm 52

Law firm Client Intake Time-tracking 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?

Document automation 52

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.

Lawyer 59

Lawyer Client Intake Time-tracking Document management 59

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.

Law firm 59

Law firm Time-tracking Law Law 59

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.

Client Intake 40

Client Intake e-filing e-records Document storage 40

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?

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

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!

Client Intake 72

Client Intake Law firm Time-tracking Legal CRM 72

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?

Lawyer 120

Lawyer e-filing Software Practice management 120

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.”

Time-tracking 52

Time-tracking Document automation 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.

Lawyer 110

Lawyer Time-tracking Document storage Client Intake 110

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.

Law firm 52

Law firm e-filing Time-tracking Law 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.

Time-tracking 52

Time-tracking Practice management Document automation Software 52

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.

Legal CRM 52

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.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

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.

Client Intake 52

Client Intake Law firm Lawyer Court 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.

e-discovery 52

e-discovery e-filing Lawyer Intellectual Property 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.

Time-tracking 52

Time-tracking Criminal Defense Law firm Software 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?

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

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!

Law firm 52

Law firm Law Law Client Intake 52

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.

Time-tracking 52

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?

Lawyer 52

Lawyer e-records Law firm Compliance 52