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.

Document automation 52

Document automation Law firm Law Law 52

Rocket Matter

SEPTEMBER 26, 2023

Schedule a demo and explore how you can transform your law firm’s productivity with ChatGPT for Rocket Matter. Content developed with generative AI should always be considered a rough draft and should be carefully reviewed for accuracy by a subject matter expert prior to use or distribution.

Client Intake 96

Client Intake Law Law Law firm 96

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. The audience is encouraged to contact the law office for further information or assistance.

Lawyer 145

Lawyer Client Intake Law firm Attorney 145

Centerbase

MARCH 31, 2025

Here are some critical best practices to improve all aspects of your legal practice and unlock sustainable growth. Document each step of essential processes like client intake, conflict checks, matter setup, and billing cycles. Should You Hire a Law Office Manager?

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

DECEMBER 17, 2024

Keep in mind that back-office changes can have indirect effects on the client experience. Free Guide The Paperless Law Office: A 12-Month Plan for Going Paperless This free guide will provide you with an actionable plan for going paperless, with monthly tasks that include: 1. Determining your paperless processes 2.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

MARCH 26, 2025

The post 4 Common Challenges Law Firm Workflow Management Can Solve appeared first on Rocket Matter. 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.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

The post 4 Common Challenges Law Firm Workflow Management Can Solve appeared first on Rocket Matter. 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.

Law firm 52

Law firm Time-tracking Law Law 52

Clio

FEBRUARY 24, 2025

Level 3: Your firm is fully cloud-based with a central legal practice management solution for all firm data. Powered by generative AI technology that operates within Clios high security standards, Clio Duo can automate routine tasks throughout the case management journey from client communication to time tracking and calendaring.

Legal AI 52

Legal AI e-discovery e-filing Mediator 52

Rocket Matter

JANUARY 10, 2023

While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. 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. Free Guide.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

DECEMBER 16, 2024

By using billing software thats integrated with your other practice management tools, youll get real-time financial insights and automated invoicing. Modern billing automates these processes so you can focus on what youre good at, which is being a legal professional. Take the hefty load off your plate and the plates of your staff.

Time-tracking 52

Time-tracking Billing software Law Law 52

Rocket Matter

JULY 25, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online.

Law firm 59

Law firm Time-tracking Law Law 59

Rocket Matter

FEBRUARY 25, 2025

The post Digital Transformation for Law Firms: A Guide to Modernizing Your Practice appeared first on Rocket Matter. 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.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

OCTOBER 3, 2023

That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation. Time tracking software: Time tracking software is increasingly part-and-parcel of law firm time tracking strategies. However, it can be hard to keep organized and prone to errors.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Clio

AUGUST 21, 2024

Automating your law office makes it faster and easier for law firms to take care of non-billable tasks. For example, you can use software like Clio Grow to automate your firm’s client intake process. Yet, it doesn’t have to be that way. This way, lawyers can focus more on billable and revenue-generating work.

Law firm 98

Law firm Electronic payment Law Law 98

Attorney at Work

JANUARY 7, 2022

Catherine Sanders Reach (@catherinereach) is Director of the Center for Practice Management for the North Carolina Bar Association, providing practice technology and management assistance. I usually recommend the “Business Standard” subscription for most law offices ($150 per user per year).

Lawyer 121

Lawyer e-filing Software Practice management 121

Rocket Matter

OCTOBER 12, 2023

When you use a legal payment processor alongside your practice management software, your clients can pay invoices directly from their phones. Meanwhile, you can provide clients with the extra bonus of 100% paperless statements. Start accepting payments online!

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

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. Start accepting payments online!

Client Intake 72

Client Intake Law firm Time-tracking Practice management 72

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.

Client Intake 52

Client Intake Law Law Intellectual Property 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

Rocket Matter

SEPTEMBER 24, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online.

Law firm 86

Law firm Law Law Billing software 86

Rocket Matter

OCTOBER 15, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. with the SaaS system to securely access data from any location.

Law firm 52

Law firm e-filing 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. Schedule a demo with Rocket Matter today and see the possibilities for yourself.

Time-tracking 52

Time-tracking Practice management Document automation Software 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

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

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

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. The Green Law Firm guide includes: The challenges and benefits of moving to a paperless law firm model.

Client Intake 40

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.

Client Intake 52

Client Intake Time-tracking Law Law 52

Rocket Matter

DECEMBER 5, 2023

Download free guide Invest in client relationship management software Client relationship management software is an essential part of a speed-to-lead strategy for a number of reasons. It helps to look beyond industry-agnostic CRMs. You've got enough on your plate already. That's where technology comes into play.

Time-tracking 52

Time-tracking Legal CRM Client Intake Practice management 52

Rocket Matter

NOVEMBER 19, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. So, what’s involved in how to start a law firm?

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

DECEMBER 10, 2024

For example, cloud-based practice management software like Rocket Matter gives you remote access, streamlined case management, and file sharing, all of which are designed to make your legal workflows more efficient. Automating follow-ups and keeping clients informed reduces the risk of misunderstandings or frustration.

Law firm 52

Law firm Legal CRM Time-tracking Law 52

Attorney at Work

AUGUST 27, 2021

Like a practice management workflow, you can create templates for oft-used projects and processes — i.e., new client intake with all the necessary steps listed, staff assignments, and deadlines. Built for use with a team, projects and processes may be assigned, given deadlines, and then reported on by assignee and date.

Lawyer 102

Lawyer Time-tracking Practice management Immigration lawyer 102

Attorney at Work

APRIL 15, 2022

I use GoodNotes to do everything from jotting down notes during client intakes to creating to-do lists, or even writing personalized thank-you notes. Previously he was CIO for Holmstrom Kennedy PC and served as the first Practice Management Advisor for the State Bar of Wisconsin’s Practice411 Law Office Management Assistance Program.

Lawyer 111

Lawyer Time-tracking Document storage Client Intake 111

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. Not every workflow automation will work for every law firm, and adopting a bunch of automation at once can overcomplicate things.

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 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

NOVEMBER 13, 2023

Client convenience tools : Your site will benefit from essential tools like contact forms, payment links, and client intake forms—even ChatGPT integration and automations. A stellar website that effortlessly integrates with your whole tech stack so you can run your law firm smoothly. Start accepting payments online!

Law firm 52

Law firm Law Law Client Intake 52

Rocket Matter

JANUARY 14, 2025

Once thats solid, bring in tools that truly fit your workflows and help take your practice to the next level. Free Guide The Paperless Law Office: A 12-Month Plan for Going Paperless This free guide will provide you with an actionable plan for going paperless, with monthly tasks that include: 1.

Time-tracking 52

Time-tracking Criminal Defense Law firm Software 52

Rocket Matter

AUGUST 8, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Download free guide

Lawyer 52

Lawyer Practice management e-records Billing software 52

Rocket Matter

JULY 15, 2024

Learn how big tech has changed the legal industry Free Guide The Small Firm’s Guide to Big Tech While any change in how you operate your law office can feel overwhelming, there’s never been a better time to start migrating your office structures online. Download free guide

Attorney 52

Attorney Injury Lawyer Law firm Legal CRM 52