Rocket Matter

OCTOBER 19, 2022

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.

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Legal CRM Client Intake e-filing e-records 98

Rocket Matter

SEPTEMBER 26, 2023

Download free guide 4. Generate ideas for social media posts Marketing is an important part of generating client leads, but keeping up with social media can be exhausting.

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Client Intake Law Law Law firm 96

Rocket Matter

JANUARY 21, 2025

Running a legal practice is definitely one of those things. Download free guide 3. Everything should be scriptable, from client intake to invoice creation. Thats mainly because document automation integrates with other tools like legal CRMs, billing systems, and practice management software.

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Document automation Law firm Law Law 52

Rocket Matter

FEBRUARY 18, 2025

You can maximize the productivity and impact of a small team by empowering them with high-performing legal practice management software like Rocket Matter. Practice Management Software Investing in practice management software is crucial for efficiency and compliance. Determining your paperless processes 2.

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Law firm e-filing Law Law 52

Attorney at Work

SEPTEMBER 15, 2022

A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Practice Management Software. Clio augments this process with a robust infrastructure for client intake reporting.

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Attorney Client Intake Time-tracking Practice management 108

Rocket Matter

MARCH 14, 2023

If you’re marketing just for the sake of marketing, then it’s not going to provide the right type of value for current or potential clients, and it will feel like pulling teeth within your own business. Your clients need support through the sales funnel. Set clear marketing goals before you create your marketing plan.

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Law firm Client Intake Legal CRM Law 83

Attorney at Work

APRIL 30, 2021

Our practice management and technology experts have some tips. Blackford (@SheilaBlackford) has been a Practice Management Attorney for the Oregon State Bar Professional Liability Fund since 2005. Practice management software providers have been spending a lot of energy developing intake tools.

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Lawyer Client Intake Law firm Attorney 145

Rocket Matter

MARCH 26, 2025

Download free guide 4 Legal Workflow Problems You Can Fix with Automation At this point, its safe to say that using traditional, manual processes is no longer sustainable for any law firm.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

DECEMBER 16, 2024

12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Download free guide Why a year-end review matters for your law firm Your financial health checks go beyond tallying income and expenses. Start accepting payments online! Higher morale = a more productive team.

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Time-tracking Billing software Law Law 52

Rocket Matter

MARCH 26, 2025

Download free guide 4 Legal Workflow Problems You Can Fix with Automation At this point, its safe to say that using traditional, manual processes is no longer sustainable for any law firm.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

DECEMBER 17, 2024

Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Case management and document organization solutions can save time and reduce errors. Determining your paperless processes 2. Establishing naming and filing conventions 3. Choosing an online storage provider 4.

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Law firm Law Law Legal CRM 52

Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Hello, efficiency!

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Legal CRM Law firm Client Intake Law 52

Rocket Matter

OCTOBER 3, 2023

Download free guide Entry descriptions Whatever software you use to track billable hours, when you label your task, pay at least a little bit of attention to what you write. That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation.

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Time-tracking Lawyer Due diligence Software 97

Rocket Matter

OCTOBER 12, 2023

It’s important to know the capabilities of each processor, which is right for you, and which will save you time and money (and potentially, your firm’s caboose). 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Start accepting payments online! Start accepting payments online!

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Time-tracking Legal CRM Practice management Law firm 92

Rocket Matter

FEBRUARY 25, 2025

Download free guide Legal Digital Transformation : 5 Steps to Modernize Your Law Firm Theres no denying the truth: Law firms that fail to embrace digital transformation risk falling behind.

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Law firm Law Law Legal CRM 52

Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks. .

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Law firm Time-tracking Law Law 86

Rocket Matter

JULY 18, 2023

If your website is dated, confusing, or clunky, you’re much less likely to attract your ideal clients—and you’re even less likely to keep them. But law firms are also incredibly busy, and it takes time and experience to develop a great website. Download free guide 3. Start accepting payments online!

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Client Intake Law firm Time-tracking Practice management 72

Rocket Matter

JULY 25, 2024

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Additionally, SOPs should be periodically reviewed and updated to reflect changes in law or firm policies, ensuring that your practice remains agile and responsive to new challenges.

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Law firm Time-tracking Law Law 59

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

Rocket Matter

DECEMBER 26, 2023

Download free guide 2. 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. Cybersecurity The digital ecosystem can be a double-edged sword. Start accepting payments online!

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

DECEMBER 5, 2023

Not only do industry-agnostic CRMs lack the customizations needed by law firms, but they often don't integrate with critical tools like law practice management software. Download free guide It helps to look beyond industry-agnostic CRMs. The lack of industry-specific features and integrations means more work for busy lawyers.

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LawSites

JUNE 3, 2021

The practice management platform PracticePanther today introduced native e-signatures , enabling law firms to send and obtain signatures on documents from directly within the platform, a feature that could both save time for users and streamline tasks such as client intake.

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Client Intake Time-tracking Practice management Law firm 52

Rocket Matter

DECEMBER 10, 2024

Running a legal practice is definitely one of those things. Download free guide Invest in Technology to Drive Efficiency Technology should be transformative, not just convenient. Rocket Matter Track times billable hours with precision, one of the biggest pain points in law practice that often leads to lost revenue.

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Law firm Legal CRM Time-tracking Law 52

Rocket Matter

APRIL 4, 2023

Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software.

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Time-tracking Practice management Document automation Software 52

Rocket Matter

JULY 24, 2023

This makes it an excellent tool for the client intake process, marketing, and general client communications. Here’s how you can implement ChatGPT at your legal practice today. Document template prompts Draft a welcome letter for a new client joining my law firm for family law. Download free guide 2.

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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. Users can access Clio from any device with internet access, making it easy to manage their practice on the go.

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Client Intake e-filing e-records Document storage 40

Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. Download free guide 2. Running a legal practice is definitely one of those things.

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Client Intake Time-tracking Law Law 52

Rocket Matter

JANUARY 9, 2024

Download free guide 3. More detail helps clients have the confidence that they’re getting value for their money and understand what they’re paying for. If attorneys use the same time entry labels for tasks, it will be clearer to clients.

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Time-tracking Client Intake Law firm Legal CRM 52

Rocket Matter

MAY 23, 2023

Automation workflows are typically part of your firm’s practice management software , which is designed to help law firms operate more efficiently. Let’s be clear, though. Download free guide 3. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement.

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Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

AUGUST 20, 2024

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?

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e-filing Time-tracking Law firm Client Intake 52

Rocket Matter

NOVEMBER 13, 2023

Stick around as we dive into the practice-saving realities of fully managed web services, where your website woes vanish faster than a defendant in a courtroom drama. 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients? Start accepting payments online!

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

NOVEMBER 19, 2024

Attending local and state conferences or networking events can lead to referrals and new client opportunities, promoting your firm and expanding your network. Invest in Practice Management Software Once you've got the legal setup squared away, it’s time to focus on running your firm efficiently.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

JANUARY 23, 2024

Download free guide Related Resources How to Increase Your Profits with Rocket Matter Lawyers in firms of all sizes struggle to finish the work for the day in a reasonable amount of time. Start accepting payments online! On your quest for the right payment processor, look for features that streamline and support the way law firms operate.

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Law firm Law Law Client Intake 52

Clio

JULY 9, 2024

With more and more courts making the leap to digitize their processes, there is still a gap in the connection between your firm’s practice management software and the courts. Clio File is focused on closing this gap, helping lawyers transition to a paperless practice , and improving efficiency across the legal landscape.

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e-filing e-records Time-tracking Court 52

Legal Tech Monitor

NOVEMBER 2, 2023

These are among the findings of the 2024 Small & Mid-sized Law Firm Report , published today by the law practice management company PracticePanther based on data collected during July and August 2023 from firms across the spectrum of practice areas. Enhancing client services. How do they do this?

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Law firm Electronic payment Law Law 52

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. Download free guide 3.

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Time-tracking Legal CRM Client Intake Law firm 52