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.

Client Intake 96

Client Intake Law Law Law firm 96

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

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

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.

Client Intake 40

Client Intake Time-tracking Legal CRM Law 40

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. .

Legal CRM 52

Legal CRM Client Intake Time-tracking Software 52

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.

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 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.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 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.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 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?

Client Intake 59

Client Intake Due diligence Analytics Legal advice 59

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

OCTOBER 15, 2024

Data provides insights into client behavior and market trends that empower informed decision-making on resourcing, area expansion, and strategic planning. The software solution enabled every staff member to get information related to pending tasks, event calendar, and client account balances.

Law firm 52

Law firm e-filing Time-tracking Law 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?

Lawyer 40

Lawyer Legal CRM Law firm Client Intake 40

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 Legal CRM Document management Practice management 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 52

Law firm Time-tracking Law Law 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 .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

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? .

Law firm 52

Law firm Time-tracking Client Intake Law 52

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.

Client Intake 52

Client Intake Law Law Intellectual Property 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?

Law firm 127

Law firm Bankruptcy Law Law 127

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.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Lawmatics

JULY 11, 2023

Legal specialty software is a digital platform that helps attorneys retain clients with law firm marketing automation and manage client contact information, case notes, appointments, communications, billing, and more in one secure, central location. Streamline intake. Let's get started! Document management.

Software 40

Software Time-tracking Client Intake Legal software 40

Lawmatics

FEBRUARY 6, 2024

Marketing performance, advertising ROI, team performance and efficiency – modern firms manage a swath of complicated and sometimes confusing metrics related to their intake, marketing, and financial health. Essential information is hidden in long scrolls of incomprehensible numbers, cluttered with irrelevant data.

Time-tracking 59

Time-tracking Client Intake Legal CRM Paralegal 59

Lawmatics

MARCH 14, 2023

My job entails conducting demonstration calls of the Lawmatics platform to law firms and highlighting how our legal CRM can help them be more efficient and organized with all their non-billable admin workflows (such as client intake, running marketing campaigns, and client follow up).

Client Intake 52

Client Intake Legal CRM Law firm Software 52

Rocket Matter

JANUARY 9, 2024

If attorneys use the same time entry labels for tasks, it will be clearer to clients. These labels could look like: Client intake call with Motion writing for case Lead follow-up with _ Trial preparation for Research to uncover Witness interview for case 4.

Time-tracking 52

Time-tracking Client Intake Law firm Legal CRM 52

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. Running a legal practice is definitely one of those things. Running a legal practice is definitely one of those things. Download free guide 2.

Client Intake 52

Client Intake Time-tracking Law Law 52

Rocket Matter

NOVEMBER 14, 2023

You need this information to understand where the firm is thriving (because it’s always important to know what you’re doing well!) There’s even batch billing , allowing you to create multiple client invoices at once. Batch billing is a semi-automated process that allows you to generate multiple invoices simultaneously.

Time-tracking 52

Time-tracking Attorney Software Client Intake 52

Rocket Matter

NOVEMBER 13, 2023

The benefits of outsourcing web development Wondering why outsourcing your web development is the smart move for law firms? Here are some of the many benefits of using a legal-specific website expert: Industry expertise: Specialized teams craft content that is compliant, engaging, and informative for your potential clients.

Law firm 52

Law firm Law Law Client Intake 52

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.

Client Intake 72

Client Intake Law firm Time-tracking Legal CRM 72

Rocket Matter

JULY 15, 2024

Follow these six proven marketing tactics, and you’ll be well on your way to growing your client base. Build a Professional Website A well-designed and informative website is crucial for attracting leads for your law firm and making a lasting impression. It showcases your expertise in the legal field and your desire to help clients.

Attorney 52

Attorney Injury Lawyer Law firm Legal CRM 52

Rocket Matter

JANUARY 23, 2024

Off-page SEO : External factors like backlinks from other reputable websites that signal to search engines that your site is a credible source of information. Schedule a demo today to see how our DFY services can transform your website into a client-attracting powerhouse that propels growth in a matter of weeks. The solution?

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

MAY 23, 2023

This workflow enables law firms to build customizable templates, such as invoice templates or service agreements, that automatically populate fields using client information that already exists in your practice management platform. By automating these tasks, your firm saves time every single time you draft templated documents.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 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.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Rocket Matter

AUGUST 20, 2024

High-value content that answers your audience’s burning legal questions There’s a good reason for the saying, “content is king.” 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.

e-filing 52

e-filing Time-tracking Law firm Client Intake 52

Lawmatics

FEBRUARY 14, 2023

Avvo, whose name comes from avvocato (the Italian word for lawyer), is a neutral platform, meaning that attorneys cannot pay to improve their ratings or conceal negative information about themselves. How to leverage Avvo : When you claim your Avvo profile, you can post critical information about your firm, including your rates.

Legal CRM 52

Legal CRM Time-tracking Attorney Lawyer 52

Rocket Matter

MARCH 28, 2023

Law firms operating without business intelligence software are in a similar scenario, pushing toward growth or increased profit without data analysis to inform their strategy. When optimizing your business, you shouldn’t have to guess your way through it. Running a legal practice is definitely one of those things.

Law 52

Law Law Time-tracking Law firm 52

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.

Criminal Defense 105

Criminal Defense Estate planning Legal CRM Law firm 105

Legal Tech Monitor

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?

Law firm 52

Law firm Bankruptcy Law Law 52

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.

Criminal Defense 92

Criminal Defense Estate planning Legal CRM Law firm 92