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.

Client Intake 96

Client Intake Law Law Law firm 96

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. .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Rocket Matter

NOVEMBER 25, 2024

In a competitive legal world, AI is a winner. It helps you work smarter, stay ahead, and deliver the best legal services. Advanced Practice Management Systems: The Command Center for Law Firms Modern practice management software is cloud-based with CRM (client relationship management) capabilities.

Legal technology 97

Legal technology Legal technology Lawyer Time-tracking 97

Clio

NOVEMBER 26, 2024

The best way to reduce reliance on traditional mail services is to adopt various technological solutions that streamline communication, document delivery, and client management. Adopt secure client portals Leveraging client portals can help law firms stay in touch with clients without relying on traditional mail methods.

Law firm 91

Law firm Law Law Client Intake 91

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. ”

Legal CRM 52

Legal CRM Client Intake Lawyer Time-tracking 52

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.

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

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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Software Client Intake Document management Billing 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

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

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.

Law firm 52

Law firm Legal CRM Time-tracking Law 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. .

Legal CRM 52

Legal CRM Client Intake Time-tracking Software 52

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.

Time-tracking 52

Time-tracking Document management Legal CRM Practice management 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. Check. Legal CRM? Download free guide 2. Check. Online payment portal? Check. eSignature?

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Document automation Time-tracking Client Intake Legal CRM 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. Legal-specific CRMs, on the other hand, can significantly reduce the effort involved in establishing a fast speed to lead.

Time-tracking 52

Time-tracking Legal CRM Client Intake Practice management 52

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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Time-tracking Lawyer Due diligence Software 97

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!

Law firm 52

Law firm e-filing Time-tracking Law 52

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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Client Intake Law firm Time-tracking Legal CRM 72

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.

Law firm 52

Law firm Time-tracking Law Law 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. Client intake. Current and potential clients can book an appointment with legal calendaring software.

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Legal tech Legal tech Client Intake Time-tracking 52

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.

Time-tracking 52

Time-tracking Client Intake Document automation Software 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.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 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. This can include rough drafts, content ideas, and other workflows that go through review before it reaches your target audience.

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Client Intake Law Law Intellectual Property 52

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.

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

Law firm 52

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

Law firm 52

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

Time-tracking 52

Time-tracking Practice management Document automation Software 52

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.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

NOVEMBER 19, 2024

Attending local and state conferences or networking events can lead to referrals and new client opportunities, promoting your firm and expanding your network. Invest in Practice Management Software Once you've got the legal setup squared away, it’s time to focus on running your firm efficiently.

Law firm 52

Law firm Time-tracking Law 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?

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Lawyer Legal CRM Law firm Client Intake 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. 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

JULY 15, 2024

However, with Rocket Matter Legal CRM , law firms of any size can effectively manage their marketing efforts. Automated email and text campaigns, client relationship management tools, and advanced reporting make it simple to generate leads and turn them into satisfied clients. Download free guide

Attorney 52

Attorney Injury Lawyer Law firm Legal CRM 52

Rocket Matter

SEPTEMBER 24, 2024

Explore Rocket Matter's innovative legal practice management software , featuring seamless LEDES billing support. With Rocket Matter’s intuitive platform, you can easily generate LEDES-compliant invoices, integrate them with existing workflows, and ensure accuracy and consistency in your billing.

Law firm 86

Law firm Law Law Billing software 86

Rocket Matter

JANUARY 23, 2024

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.

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Law firm Law Law Client Intake 52

Rocket Matter

JULY 22, 2022

Do you want to up your client intake? When you choose the right legal practice management software , law firm marketing can be a breeze. Rocket Matter integrates with multiple popular legal CRM software and also offers its own client relationship management and workflow automation features.

Lawyer 52

Lawyer Law firm Client Intake Analytics 52

Rocket Matter

AUGUST 20, 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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e-filing Time-tracking Law firm Client Intake 52

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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