Rocket Matter

MARCH 28, 2025

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Leveraging Legal Practice Management Tools Technology has become an indispensable tool for modern law firms. Timely Updates.

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Law firm Time-tracking Law Law 52

Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Easier Intake For Prospects — and Your Whole Team.

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Client Intake Law Law Time-tracking 52

Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? How do we bill our clients? Logikcull Logikcull is an automated discovery and legal holds platform. Clio Grow pairs with Manage, automating your client intake process. With Smith.ai

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Lawyer Time-tracking Client Intake e-discovery 52

Rocket Matter

OCTOBER 23, 2024

Power up your client relationships: why a CRM is an invaluable growth tool for law firms Strong client relationships are the foundation of law firm growth, but maintaining and cultivating these connections can be challenging without the right support.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 52

Rocket Matter

JANUARY 21, 2025

Its much quicker to click a button and produce a document than it is to find a similar document, open it in Word, save a copy to the right location, and copy the information you need into that document. The time saved can be applied to billable tasks and client-facing work. Running a legal practice is definitely one of those things.

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Document automation Law firm Law Law 52

Rocket Matter

JANUARY 27, 2025

There are just certain things in life that you wouldnt, even couldnt, do without a little research and background information. Running a legal practice is definitely one of those things. Showcase Client Testimonials and Case Studies Potential clients want reassurance from others whove been in their shoes.

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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. Marketing automation tools, such as those found in a legal CRM, can help streamline manual processes and reduce administrative time.

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Law firm Client Intake Legal CRM Law 83

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.

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LawSites

JULY 13, 2021

Legal practice management company Clio last week said that Clio Grow , its client intake and client relationship management product, previously available only to customers in the United States and Canada, is now available in Europe, the Middle East and Africa. Clio Grow is growing its global market.

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Client Intake Legal CRM Practice management Software 72

Rocket Matter

FEBRUARY 20, 2025

Your ads should target searches at the decision-making stage, where potential clients are ready to hire a lawyer, not just gathering information. Optimize ad copy and landing pages Use specific, benefits-driven language to encourage potential clients to click on your ad. Schedule your personalized demo with us now.

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Law firm Injury Lawyer Time-tracking Accident Lawyer 52

Rocket Matter

MARCH 26, 2025

This practice makes it easy for critical information to be misplaced or even compromised, opening up your firm to errors, inconsistencies, and patchy data analysis that can swiftly sour a matters turnout. But leveraging workflow software for law firms can answer this problem.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

This practice makes it easy for critical information to be misplaced or even compromised, opening up your firm to errors, inconsistencies, and patchy data analysis that can swiftly sour a matters turnout. 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

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 The digital age has changed our collective relationship to communication how we receive, process, and express information is now almost boundless and instantaneous.

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Law firm Law Law Legal CRM 52

Rocket Matter

DECEMBER 17, 2024

Make sure that your new technologies and workflows align with regulatory standards and maintain the confidentiality of client information. Prioritize solutions that are targeted toward the legal sector, such as Rocket Matter. Establishing naming and filing conventions 3. Choosing an online storage provider 4.

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Law firm Law Law Legal CRM 52

LawSites

APRIL 5, 2023

Stay top-of-mind with current, former, and prospective clients. 81% of legal consumers seek referrals before retaining an attorney or firm. The ‘who’ will inform the ‘what’ and ‘when’ of your email strategy. Reminders are a small but effective way to create a positive client experience. Who should my law firm email?

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Law firm Bankruptcy Law Law 126

Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. These forms can be tailored to gather specific information relevant to different types of legal cases.

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Software Client Intake Document management Billing software 52

Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . Do: Make the most of your tools .

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Law firm Time-tracking Client Intake Billing software 97

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

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.

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Legal CRM Client Intake Time-tracking Practice management 52

Lawmatics

OCTOBER 10, 2023

A CRM is a type of technology that manages all of an organization’s relationships with current and potential clients. Law firms manage vast volumes of client data; manually tracking it is time-consuming and error-prone. There are generally three types of CRM strategies: Collaborative. Operational.

Legal CRM 52

Legal CRM Client Intake Time-tracking Analytics 52

Rocket Matter

DECEMBER 1, 2022

What’s the best way to get ahead of the curve for all the clients coming your way? . A legal CRM can make a huge difference in how you handle your client relationships. If you’re interested in learning more about how legal CRM software can set you up for success in 2023, this blog is for you. .

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Legal CRM Client Intake Time-tracking Software 52

Rocket Matter

DECEMBER 16, 2024

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?

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Time-tracking Billing software Law Law 52

Lawmatics

NOVEMBER 7, 2023

Artificial Intelligence (AI) is increasingly used in legal technology to streamline processes, improve efficiency, and enhance decision-making for attorneys. Here are just some of the ways AI is currently in use in the legal industry: Client intake. Legal research. Is there a legal AI like ChatGPT?

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Client Intake Due diligence Legal advice Analytics 59

Lawmatics

FEBRUARY 15, 2023

In the context of the legal industry, an attorney CRM software refers to software used by law firms to manage and analyze customer interactions and data throughout the customer lifecycle. This includes marketing automation, contact management, sales management, and client intake. Enter legal CRM software.

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Client Intake Time-tracking Legal CRM Law 40

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. Running a legal practice is definitely one of those things.

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Law firm Legal CRM Time-tracking Law 52

Rocket Matter

OCTOBER 3, 2023

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? However, they still require manual input and leave room for error if hours aren't logged immediately after each task.

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Time-tracking Lawyer Due diligence Software 97

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. Bring document automation into 2024 with a practice management tool that integrates document automation with your client database.

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Document automation Time-tracking Client Intake Legal CRM 52

Lawmatics

DECEMBER 5, 2023

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.

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Legal tech Legal tech Client Intake Time-tracking 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. CRM software.

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Time-tracking Legal CRM Client Intake Law firm 52

Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. You can gather information from: . Client intake forms . what steps do they take before signing on as a client? How many of those leads converted to clients? .

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Law firm Time-tracking Client Intake Law 52

Lawmatics

FEBRUARY 13, 2024

Automation: Automation tools have streamlined repetitive tasks such as document review, contract analysis, and legal research. Social media: Lawyers now utilize social media platforms for professional networking, marketing, and staying informed about legal developments. What software do lawyers use today?

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Rocket Matter

JULY 25, 2024

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Leveraging Legal Practice Management Tools Technology has become an indispensable tool for modern law firms. Timely Updates.

Law firm 59

Law firm Time-tracking Law Law 59

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. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.

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Client Intake Law firm Time-tracking Practice management 72

Martindale-Avvo

MARCH 12, 2024

In the simplest terms, it’s someone with a legal issue relevant to the services you provide who is interested in learning about how your firm can help solve their issue and has somehow shared their contact information with you. Ideally, you’ll be able to convert a large percentage of those people to clients.

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Criminal Defense Estate planning Law firm Legal CRM 105

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. ChatGPT was trained on common crawl web data (what you can find publicly online). It also lacks the ability to browse specific sources.

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Client Intake Law Law Intellectual Property 52

Lawmatics

FEBRUARY 7, 2023

CRM insights can help your team understand your potential customers better so you can nurture leads and convert them into clients. Understanding the Role of Legal CRMs A legal CRM is an indispensable tool for law firms to serve their clients best. If It Ain't Broke, Why Does My Law Firm need a CRM?

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Lawyer Legal CRM Law firm Client Intake 40

Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Legal workflows. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Document management.

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