Remove Client Intake Remove Download Remove e-filing
article thumbnail

How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up. Client intake. The client intake process can be fraught with potholes.

article thumbnail

7 Legal Technology Tools Lawyers Need to Boost Efficiency

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. Get free e-book For modern law firms, selecting suitable tools is no longer a matter of choice but of necessity. E-Discovery platforms make managing data easy. Download free guide 7.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What are the Steps in the Intake Process?

Lawmatics

Client intake is extremely important for law firms, as it establishes the attorney-client relationship and converts a prospect into a paying client. Many firms perform manual client intake processes, which can present several challenges. Manual intake workflows tend to be: Time consuming.

article thumbnail

5 Things to Know About Clio File

Clio

As lawyers know all too well, legal e-filing systems can be a headache to navigate. It’s no wonder lawyers feel uneasy using them, worried about making mistakes and missing crucial filing deadlines. What is e-filing?

article thumbnail

How to compress a PDF

Clio

The ordeal typically involves carving out time in your busy day to print paperwork, hand-delivering it to the courthouse (or arranging a courier), and then obtaining a file stamp. As technology progressed in recent decades, many courts started to let legal professionals e-file their documents.

article thumbnail

Captivating Clients: The Power of a High-Converting Website

Rocket Matter

It allows you to give clients valuable information that can establish your firm as an authority, build their trust in you, and convince them that you’re the best choice for representation. Testimonials and reviews 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients?

article thumbnail

Law Firm Management: Key Insights and Strategies for Success

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. Get free e-book Legal brilliance alone doesn't guarantee the success of a law firm. Running a thriving practice requires a strong foundation in law firm management.