Client Intake Estate planning Law Office 
Rocket Matter
SEPTEMBER 26, 2023
Streamline your preparation with ChatGPT and let the technology handle some of the work for you. Schedule a demo and explore how you can transform your law firm’s productivity with ChatGPT for Rocket Matter. Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself.
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
FEBRUARY 20, 2025
It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency.
Clio
FEBRUARY 7, 2025
White Oak Wills & Trusts, LLC The team at White Oak recognizes that many people put off will and estate planning , which is why theyve used their homepage to highlight their commitment to making such discussions easy and fun. Clients shouldnt have to struggle to get in touchand likely wont bother. Do pages load quickly?
Clio
JULY 3, 2024
Tuller, Principal Attorney and Owner at the Law Office of Matthew J. Tuller, explains how this strategy works at his firm: “For our law firm, we have found that we gain the most traction through writing timely educational articles about estate planning-related issues. Source data from your client intake software.
Rocket Matter
JANUARY 21, 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. Everything should be scriptable, from client intake to invoice creation.
Rocket Matter
DECEMBER 10, 2024
Rocket Matters Legal CRM is designed for law firms and has a range of automated marketing tools to create personalized client-centered campaigns. With email drip campaigns and text messaging, firms can stay in touch with potential clients. This is when Rocket Matter CRM can help.
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