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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

If you’re not working with a legal CRM, you may be scratching your head for no good reason. Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up.

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9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level

Rocket Matter

Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Valuable Legal CRM applications to support your law firm's project management efforts. Disorganized workflows and software silos make legal work a chore. Get free e-book.

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5 Law Firm Marketing Tips for Success in 2023

Rocket Matter

Marketing automation tools, such as those found in a legal CRM, can help streamline manual processes and reduce administrative time. For example, with a legal CRM , legal practices can use email drip campaigns to send people emails based on certain predetermined triggers. This is where automation comes in.

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Canada Post Strike 2024: How Law Firms Can Navigate Postal Strikes

Clio

Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online. Book a demo to see Clio in action! Move to online payment systems Firms can get paid faster and avoid potential mail service disruptions by accepting online payments—a win-win for law firms.

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Why Not All Payment Processors Are Created Equal

Rocket Matter

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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Rocket Matter’s Guide to Practice Management Integrations

Attorney at Work

Integrating with a law firm CRM (customer relationship management) software can improve your clients’ experience—and help you find and sign more qualified leads more quickly. A legal CRM can help your firm: Automate your marketing campaigns to find more leads in less time. Legal CRM software. QuickBooks Online.

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6 Essential Emails Your Law Firm Should Be Sending

LawSites

If you don’t have a legal CRM to do this work for you, schedule a demo of Lawmatics. Copywriter at Lawmatics , the #1 attorney-client relationship management platform that provides law firms with client intake, CRM, and marketing automation. Effective emails are consistent and address a specific audience.

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