Remove Document Remove Document management Remove Legal CRM
article thumbnail

How to Find the Right Document Management Solution

Rocket Matter

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?

article thumbnail

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.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Legal Workflow Automation: Enhancing Client Focus Through Streamlined Processes

Rocket Matter

Every attorney’s day goes about the same: juggling client meetings, court deadlines, and endless rounds of document revisions… not to mention managing team members and collaborating with other attorneys. Legal work is complicated, and finding time to breathe—let alone be productive—can seem overwhelming. Download free guide 3.

article thumbnail

Preparing Your Firm for Growth with Rocket Matter CRM

Rocket Matter

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. Advanced automation : Automate everything from client intake to case updates.

article thumbnail

How to Grow a Law Firm: Tech-Driven Strategies for Expansion

Rocket Matter

Legal CRM Systems to Nurture Client Relationships Legal CRM systems streamline processes and automate critical tasks, such as scheduling. CRM also handles communication, including automated follow-ups, offering a range of tools to stay in touch seamlessly via emails and text messages.

article thumbnail

What is Intake Software?

Lawmatics

This may involve automatically populating client information into case management systems or other databases. 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.

article thumbnail

What is a Legal Tech Platform?

Lawmatics

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.