Rocket Matter

MARCH 7, 2023

Left unstructured, document management can become a black hole of confusion, frustration, and non-billable hours. Document management is essential to staying organized and on top of your caseload (without sacrificing billable hours or layering on unnecessary work). What are our document management needs?

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Document management Document storage Time-tracking Legal CRM 52

Rocket Matter

MARCH 26, 2025

Beyond making your processes efficient, workflow automation keeps you from client payment delays and unfulfilled case deadlines, which is essential to maintaining compliance and a healthy cash flow. Automated workflows ensure that all steps are documented accurately, with the system automatically logging completed tasks to prevent oversight.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

NOVEMBER 7, 2023

Yes, legal software typically includes AI tools that legal professionals can use to create legal documents. In fact, legal AI tools can be used in multiple ways in the legal industry – as long as they are leveraged correctly. How is AI Used in Legal Technology? Regulatory compliance.

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Client Intake Due diligence Legal advice Analytics 59

Rocket Matter

OCTOBER 12, 2023

Non-compliance. It’s common for payment processors to take a cut of the money being paid, which is not legal-friendly. Saying goodbye to chasing down clients for payments. Another feature of a strong legal payment processor is mobile capability. Lack of integration.

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Time-tracking Legal CRM Practice management Law firm 92

Rocket Matter

FEBRUARY 18, 2025

Practice Management Software Investing in practice management software is crucial for efficiency and compliance. These platforms facilitate case management, scheduling, billing, document storage, and other essential functions. These spaces include everything you need including furniture, office equipment, and internet connectivity.

Law firm 52

Law firm e-filing Law Law 52

Rocket Matter

NOVEMBER 26, 2024

Consumers care about security too While convenience and ease are major selling points for legal clients, these aren’t the only things that matter. Your legal clients are now also placing a greater emphasis on security and compliance. Digital payment options offer added protections like two-factor authentication and bank account alerts.

Time-tracking 52

Time-tracking Law firm Analytics Practice management 52

Rocket Matter

AUGUST 22, 2023

But these basic administrative tasks are important for compliance, billing accuracy, and business planning, no matter the size of your firm. 7 Document assembly When there’s only one of you and dozens of documents in need of completion, productivity can come to a screeching halt. And you need to stay focused on billable work.

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Time-tracking Law firm Software Legal CRM 90

Rocket Matter

SEPTEMBER 15, 2024

Advancements Impacting Legal Operations During this modernization wave, utilizing AI in the legal industry helps to optimize workflows while emphasizing data protection and regulatory compliance. Here are ways innovation in legal services helps streamline operations in law firms.

Compliance 52

Compliance Legal CRM Law firm Practice management 52

Rocket Matter

JULY 15, 2024

More specifically, there can be a significant difference between generic and legal-specific CRMs. Using a legal CRM rather than a generic one is crucial because it is tailored to meet the specific needs and nuances of legal practice.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

Lawmatics

MAY 2, 2024

Document management: Some legal intake software platforms provide document management capabilities that allow users to securely upload and store important documents related to the intake process. What is the Most Popular Legal Software?

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Software Client Intake Document management Billing 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. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

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Document automation Time-tracking Client Intake Legal CRM 52

Rocket Matter

OCTOBER 3, 2023

With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one. Automatic time tracking improves your firm’s profitability. Six minutes also works out nicely because it amounts to 1/10th of an hour.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Lawmatics

DECEMBER 5, 2023

In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. But it must be the right legal tech. The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

AUGUST 22, 2024

An eSignature is the digital equivalent of a handwritten signature, allowing individuals to sign documents electronically by typing their name, drawing their signature with a stylus or mouse, or even using biometric methods like fingerprints or facial recognition. But how reliable are they?

Lawyer 52

Lawyer e-records Law firm Compliance 52

Rocket Matter

OCTOBER 24, 2023

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 Demystifying the Billable Hour: How to Right-Size Your Rates With prices rising so much over the last year (global inflation is forecasted at 8.8%

Time-tracking 92

Time-tracking Attorney Practice management Software 92

Lawmatics

JANUARY 23, 2024

Legal software utilizing artificial intelligence (AI) helps law firms automate routine tasks like billing and document management, allowing lawyers and staff to focus on strategic tasks (or other areas that require their skills and expertise) and less on repetitive administrative tasks. How is AI Being Used in the Legal Field?

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Legal AI Legal Secretary e-discovery Paralegal 59

Rocket Matter

OCTOBER 10, 2024

That’s where SOC 2 compliance comes into play. SOC 2 compliance is a rigorous auditing standard that ensures your payment system handles sensitive data with care. How Rocket Matter Pay supports your firm’s security Rocket Matter Pay takes your firm’s financial security seriously, and SOC 2 compliance is just the beginning.

Compliance 52

Compliance Time-tracking Law firm Legal CRM 52

Lawmatics

FEBRUARY 13, 2024

Over the past 15 years, technology has significantly transformed the legal profession. Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Rocket Matter

AUGUST 1, 2023

Proper legal trust accounting is critical to success in this industry, but it’s tricky for many law firms, especially those with limited time and staffing resources. Unfortunately, compiling the necessary documents and reports can be a daunting task for solo practitioners and small law firms.

Time-tracking 52

Time-tracking Law firm Compliance Software 52

Rocket Matter

JULY 24, 2023

Drafting client intake document templates ChatGPT may not be reliable for generating sound legal documents, but it is a fantastic way to create document templates for future use. Document template prompts Draft a welcome letter for a new client joining my law firm for family law.

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Client Intake Law Law Intellectual Property 52

Rocket Matter

SEPTEMBER 5, 2023

Without them, you might run into compliance violations Law firms must provide itemized bills to clients upon request. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

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Time-tracking Software Practice management Attorney 98

Rocket Matter

JUNE 6, 2023

But in the legal field, where client confidentiality is critical to maintaining ABA compliance , it can be especially tricky. eSignatures also significantly improve turnaround times for document signatures—by as much as 80%. Most people know that online security is a big issue in an increasingly digital world.

Time-tracking 52

Time-tracking Practice management Software Law firm 52

Rocket Matter

SEPTEMBER 11, 2024

Stop getting ghosted on Net 30 and collect every billable hour with R ocket Matter Pay , the integrated online payment system for law firms that works seamlessly with Rocket Matter’s legal practice management software. Legal billing must fall within these guidelines, which vary greatly depending on the city or state where you practice.

Time-tracking 52

Time-tracking Practice management Compliance Law firm 52

Rocket Matter

MARCH 21, 2023

Here are three examples of areas where you can easily make gains: Document management If your files are constantly disorganized, it will take you longer to find what you need (not to mention, it can be a security and compliance hazard). Client communications Legal staff members send and receive countless emails every single day.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

DECEMBER 12, 2023

Comprehensive time-tracking policies can enhance productivity, protect financial health, and prevent thorny issues like compliance violations and strained client relationships. Compliance requirements For any legal professional, your work needs to align with various regulations and ethical standards.

Time-tracking 52

Time-tracking Law firm Law Law 52

Rocket Matter

SEPTEMBER 20, 2023

Smart forms help you pre-qualify clients, route inquiries to the right person, ensure legal compliance, and enhance user experience. They can also integrate with your CRM. In short, they make client onboarding smoother and more efficient so you can focus on delivering top-notch legal services.

Law firm 52

Law firm Law Law Compliance 52

Rocket Matter

JULY 11, 2023

Complete compliance Undercharging may cause firms to lose billable time, but it can lead to even more serious consequences if firms try to account for discrepancies by overcharging for their time. The ABA’s Model Rules of Professional Conduct Rule 1.5 states that lawyers are not permitted to collect unreasonable fees for expenses.

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Time-tracking Practice management Law firm Legal CRM 65

Rocket Matter

OCTOBER 1, 2024

For example, by analyzing time-tracking data with legal reporting software , you might discover that certain routine tasks, like document drafting or case updates, are consuming a disproportionate amount of non-billable hours. This proactive approach allows firms to identify potential compliance issues before they become serious risks.

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Analytics Law firm Time-tracking Law 52

Rocket Matter

SEPTEMBER 19, 2023

With the right strategies in place, you can transform the complex task of matter management into a streamlined process, ensuring every case detail, deadline, and document is right at your fingertips. Centralize document organization Time wasted searching for documents can be detrimental. But fear not!

Time-tracking 52

Time-tracking Document management Law firm Document storage 52

Rocket Matter

MARCH 12, 2024

IOLTA trust accounting compliance : No processing fees ever come out of your trust account so you stay compliant at all times. Automated legal payment solutions With Rocket Matter Pay, you can save yourself the time and headache of chasing after payments due.

Time-tracking 52

Time-tracking Software Compliance Practice management 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 Practice management 72

Rocket Matter

NOVEMBER 2, 2023

Keep an eye out for: Early termination fees PCI compliance security fees Junk fees or bait-and-switch tactics Doing a bit of research now will save you money down the road. Avoid hidden fees with Rocket Matter Pay Your law firm doesn’t have to lose money every month to hidden fees.

Time-tracking 52

Time-tracking Law firm Compliance Legal CRM 52

Rocket Matter

JANUARY 16, 2024

You should weigh the benefits to your firm and clients while also looking at the potential short- and long-term ramifications. Payment practices are at particular risk for compliance missteps, client frustrations, and tricky workflows. The takeaway here is that law firms need to outline what is expected of them.

Law firm 52

Law firm Time-tracking Legal CRM Compliance 52

Rocket Matter

JANUARY 9, 2024

Use a time tracker to capture all your billable hours There are lots of reasons why time tracking is vital to your law firm: accurate billing, resource allocation, compliance with ethics guidelines, and increased revenue. Here are six strategies to keep your time-tracking client-centered. 1.

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Time-tracking Client Intake Law firm Legal CRM 52

Rocket Matter

NOVEMBER 13, 2023

Rocket Matter lets you reach for the stars Our Rocket Matter Website professionals understand the intricacies of the legal world, from legal-specific content to compliance with industry standards. Whether you're a solo practitioner or part of a large firm, there's sure to be a fully managed solution that's just right for you.

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Law firm Law Law Client Intake 52

Rocket Matter

MAY 9, 2023

and, of course, the legal profession. With some notable exceptions, such as document assembly, though, lawyers have been reluctant to embrace automation. It’s a buzzword on the lips of professionals in every industry, from the obvious (engineering) to the not-so-obvious (art).and,

Time-tracking 52

Time-tracking Law firm Legal CRM Lawyer 52

Rocket Matter

DECEMBER 5, 2023

Legal ethics and compliance: ABA and state bar rules prohibit lawyers from charging clients unfair fees for services. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

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