Clio

MAY 24, 2024

In this guide, we will explore the essentials of effective law firm management—including some of the most impactful business-specific elements of law office management that firm leaders can focus on. Fortunately, we’ve got you covered.

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Law firm Time-tracking Law Law 69

Rocket Matter

APRIL 25, 2023

It can sometimes feel like a lose-lose situation: doing those tasks cuts into your productivity, but not doing them also interrupts your workflows and can ruin the client experience. it can help you identify the niche markets where you’re most likely to convert potential clients into clients. Download free guide 2.

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Client Intake Time-tracking Law Law 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.

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Attorney at Work

JANUARY 7, 2022

You’ll be more efficient because you won’t be waiting on software to load or respond. If you don’t already have a subscription to Microsoft 365 Business , stop avoiding it and accept the reality of how we all use Microsoft Office software today. Make it mandatory for everyone in your office to use a password manager.

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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. Put your clients first Metrics are important, however, revenue is not just about hard numbers.

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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. Security concerns. Start accepting payments online!

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Time-tracking Legal CRM Practice management Law firm 92

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. This can include rough drafts, content ideas, and other workflows that go through review before it reaches your target audience.

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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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Rocket Matter

DECEMBER 26, 2023

For firms looking to harness generative AI, minus the security risk, legal software with built-in AI integrations is a good solution. This software can deliver the benefits of AI tools without added security risks: streamlined operations and protection from liability. Download free guide 2. Check. Legal CRM? Check. eSignature?

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Document automation Time-tracking Client Intake Legal CRM 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.

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Law firm Time-tracking Law Law 52

Rocket Matter

FEBRUARY 20, 2024

Luckily, there’s a software solution that can make the job easy for you: legal-specific client relationship management (CRM) software. This technology centralizes and organizes your leads and all contact touch points throughout the client journey into one platform. CRM software. That's the beauty of CRM software.

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Time-tracking Legal CRM Client Intake Law firm 52

Rocket Matter

JULY 18, 2023

But law firms are also incredibly busy, and it takes time and experience to develop a great website. That’s where Rocket Matter comes in: our integrated legal practice management software is now complemented by a new turnkey website builder that takes your online home to new heights for increased growth and client engagement.

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Client Intake Law firm Time-tracking Legal CRM 72

Rocket Matter

JULY 15, 2024

To keep everything where you can see it, consider a client relationship management (CRM) software. One major benefit of Rocket Matter’s CRM is that it is totally integrated with Rocket Matter’s legal practice management software. One of the recurring inconveniences of life, however, is that there are only 24 hours in a day.

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Legal CRM Time-tracking 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.

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Time-tracking Client Intake Law firm Legal CRM 52

Clio

JULY 3, 2024

It is a marketing tactic that can help build your brand and establish expertise, offer value to potential clients, and help drive more people to your website. Tuller, Principal Attorney and Owner at the Law Office of Matthew J. Source data from your client intake software.

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Law firm Law Law Time-tracking 88

Rocket Matter

DECEMBER 5, 2023

Keep reading to learn more about: What “speed to lead” means Why lowering your speed to lead is crucial for your firm’s success How a client relationship management (CRM) software can power up your firm’s growth in 2024 What is “speed to lead”?

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Rocket Matter

DECEMBER 18, 2024

To avoid being left behind, law firms must turn to modern data management and client engagement solutions. Rocket Matter is designed to help your legal practice, regardless of size, take control of your client intake and marketing efforts. Schedule a demo now and get on track to transforming your practice.

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Time-tracking Legal CRM Law firm Client Intake 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. It’s everything you need, all in one place.

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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.

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Law firm e-filing Time-tracking Law 52

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. Of course, there are other collaboration software tools available. My favorite tool that helps with productivity is an app called GoodNotes.

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Lawyer Time-tracking Document storage Client Intake 111

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.

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Law firm Legal CRM Time-tracking Law 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.

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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?

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Law firm Time-tracking Law Law 52

CaseFox

JULY 25, 2023

Advanced e-discovery tools and software help lawyers sift through this data, identifying relevant evidence, and streamlining the discovery process. Virtual Law Practice and Remote Services: The recent global shift to remote work has also impacted the legal industry, giving rise to virtual law practices.

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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. Your law firm needs simplified trust account management to automatically track client funds and flag potential problems. Modern firms need modern billing software.

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Time-tracking Billing software Law Law 52

Rocket Matter

DECEMBER 5, 2023

All you have to do is find a system—such as time-tracking software—to start and pause as you work. This software includes application plug-ins for common programs like Microsoft Office so that when you open up Word, your software will start the clock on the project of your choice.

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Rocket Matter

MAY 23, 2023

With automation, after a one-time setup, your software would complete these tasks for you on an ongoing basis. When these workflows compound over time, it can save law firms significant time and energy on the hundreds of small tasks that pop up every month.

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Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

NOVEMBER 13, 2023

Server maintenance, software updates, and those ever-so-annoying website bugs that pop up like uninvited guests at a party. And let's not forget the ongoing need for content writing and SEO. Law firm CRM to help you take control of marketing and client intake, making it a perfect complement to web services.

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Rocket Matter

JANUARY 23, 2024

Download free guide Don’t compromise on legal detail If you’re using the Legal Electronic Data Exchange Standard (LEDES) , you’ll need those codes in an invoice for certain clients. These codes need to be precisely applied, so make sure your legal billing software has the option to enter LEDES codes as you record time.

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Law firm Time-tracking Law Law 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

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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

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Attorney Injury Lawyer Law firm Legal CRM 52

Rocket Matter

JULY 29, 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. These insights drive strategic improvements.

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Law Law Time-tracking Law firm 52

Rocket Matter

AUGUST 20, 2024

This allows you to provide features such as a secure online client portal , online payment processing , and file sharing and e-signatures right on your website for the ultimate client experience. Schedule a demo to see how we can help propel your law firm to new heights. Start accepting payments online!

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e-filing Time-tracking Law firm Client Intake 52

Rocket Matter

AUGUST 22, 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. Rocket Matter stands out as a superior choice for law firms.

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Attorney at Work

APRIL 30, 2021

The audience is encouraged to contact the law office for further information or assistance. Over the last several months we’ve seen a shift toward increased use of online intake tools to more easily convert leads into clients, and to help lawyers provide better service at the first virtual or in-person meeting.

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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. It offers a wide range of features, including client and matter management, document management, time tracking, billing, and task management.

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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. Give viewers an experience similar to being in your law office by including appropriate certificates and photos in the background.

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