Client Intake Estate planning Legal CRM 
Rocket Matter
JANUARY 21, 2025
The platform allows firms to organize templates by practice area (family law, estate planning, intellectual property law, etc.) It also reduces the mental load on legal teams so they can focus on strategy and client relationships. Everything should be scriptable, from client intake to invoice creation.
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.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Rocket Matter
SEPTEMBER 26, 2023
Prep for your meetings Preparing for a meeting is often more time-consuming than the meeting itself. Streamline your preparation with ChatGPT and let the technology handle some of the work for you. Less risk, greater profitability—it’s the best of both worlds.
Martindale-Avvo
MARCH 12, 2024
In other words, the sense of urgency may be greater for a person who needs a criminal defense attorney than for someone searching for an estate planning lawyer. Ways You Can Boost Your Client Conversion Rate Lead nurturing is equal parts science and art.
Rocket Matter
OCTOBER 3, 2023
That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation. As you track your time, you can measure hours worked against hours estimated. in 2022), it’s the right time to look at your current rates and see if you’re charging enough to remain profitable.
Martindale-Avvo
MARCH 12, 2024
In other words, the sense of urgency may be greater for a person who needs a criminal defense attorney than for someone searching for an estate planning lawyer. Ways You Can Boost Your Client Conversion Rate Lead nurturing is equal parts science and art.
Rocket Matter
DECEMBER 10, 2024
By digging into client data, you can identify trends in case types, win rates, and client demographics. Use this information to tailor your marketing messages or shift resources to attract clients your competitors are missing. With email drip campaigns and text messaging, firms can stay in touch with potential clients.
Expert insights. Personalized for you.
52 
Let's personalize your content