Rocket Matter

OCTOBER 23, 2024

As your client base grows, Rocket Matter’s robust CRM and practice management tools grow with you, offering seamless integrations with billing , document management , and case tracking systems to keep your operations efficient at every stage. Disconnected systems can lead to inefficiencies and errors.

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Rocket Matter

JANUARY 10, 2023

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. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Get free e-book.

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Lawmatics

JULY 2, 2024

Client intake in a law firm is an important process for onboarding new clients. Client intake software is technology used by businesses and organizations to streamline the client intake process by collecting information from clients. What is client intake in law?

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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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Clio

MARCH 25, 2025

How do we gather potential client information? How do we input clients into our practice management software? Do we even have practice management software? How do we bill our clients? Clio Manage also automates schedule deadlines based on court rules, reducing careless scheduling errors.

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Rocket Matter

JANUARY 27, 2025

With Rocket Matters practice management software , you can streamline operations while focusing on what matters: building a brand that clients trust and recognize. Running a legal practice is definitely one of those things. Schedule a demo and make your firm the go-to choicetoday.

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Rocket Matter

JANUARY 21, 2025

Everything should be scriptable, from client intake to invoice creation. And the creation of legal documents is a major part of that. Thats mainly because document automation integrates with other tools like legal CRMs, billing systems, and practice management software.

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Rocket Matter

FEBRUARY 18, 2025

Paralegals, legal assistants, and administrative staff are among the employees you may need. You can maximize the productivity and impact of a small team by empowering them with high-performing legal practice management software like Rocket Matter. Strive to keep your staff limited early on. And more important resources!

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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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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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Rocket Matter

SEPTEMBER 26, 2023

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. Less risk, greater profitability—it’s the best of both worlds.

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Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. .

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LawSites

DECEMBER 15, 2021

Lawmatics , a company whose platform provides client relationship management (CRM), client intake and marketing automation for attorneys, has closed a $10 million Series A financing round, it is announcing today. But the focus will remain on client intake and marketing automation. ”

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Rocket Matter

DECEMBER 17, 2024

By fostering a culture of adaptability and investing in the right tools, you can transform your practice into a modern, efficient law firm that meets the demands of the digital age. Rocket Matter facilitates law firm innovation with a suite of tools tailored to the needs of legal professionals. Choosing an online storage provider 4.

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Rocket Matter

FEBRUARY 25, 2025

Advanced Analytics: Leverage advanced reporting features to analyze case performances, client acquisition rates, and financial metrics. These insights can help your firm make strategic, data-driven decisions for your team and clients.

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Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

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Rocket Matter

MARCH 26, 2025

Mismanagement of staff time Billable hours make or break a law firms profitability, but too often, attorneys lose time to non-billable tasks like scheduling, document management, and client intake especially when the team has no proper time-tracking tool in place.

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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.

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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. What is the Purpose of an Intake Software? What is the Most Popular Legal Software?

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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.

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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 16, 2024

Modern billing automates these processes so you can focus on what youre good at, which is being a legal professional. By using billing software thats integrated with your other practice management tools, youll get real-time financial insights and automated invoicing. Higher morale = a more productive team.

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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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Rocket Matter

JULY 25, 2024

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Additionally, SOPs should be periodically reviewed and updated to reflect changes in law or firm policies, ensuring that your practice remains agile and responsive to new challenges.

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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. Check. Legal CRM? Download free guide 2. Check. Online payment portal? Check. eSignature?

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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.

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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. Legal-specific CRMs, on the other hand, can significantly reduce the effort involved in establishing a fast speed to lead.

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Rocket Matter

OCTOBER 3, 2023

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

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Rocket Matter

OCTOBER 15, 2024

Used with cloud-based solutions that allow access to files from anywhere, technology can be harnessed to enhance almost every aspect of the interaction between lawyer and client. Comprehensive management solutions, like Rocket Matter, keep firms efficient as they scale up. Schedule Your Demo Now!

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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.

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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. Client intake. Current and potential clients can book an appointment with legal calendaring software.

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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. Practice management.

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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

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. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement.

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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.

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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. Legal practice management features to help improve staff performance and productivity. Consider this your nudge in the right direction.

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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. Client intake forms . what steps do they take before signing on as a client? Automate your workflows with Rocket Matter’s legal CRM software .

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