Estate planning Information Legal CRM 
Rocket Matter
APRIL 15, 2025
Because the firm has an established succession plan, their client cases are reassigned quickly, preventing case management from turning into chaos. Trust account access is secure, clients are informed, and nothing falls through the cracks avoiding missed deadlines or malpractice risk.
Rocket Matter
JANUARY 21, 2025
Its much quicker to click a button and produce a document than it is to find a similar document, open it in Word, save a copy to the right location, and copy the information you need into that document. There are just certain things in life that you wouldnt, even couldnt, do without a little research and background information.
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Rocket Matter
FEBRUARY 20, 2025
It may not be the best option if: Long-term relationships drive your business : Areas like estate planning, business law, or tax law often gain clients through referrals rather than immediate search intent. If your ad promises a free consultation, make sure the landing page provides information about how visitors can schedule one.
Martindale-Avvo
MARCH 12, 2024
In the simplest terms, it’s someone with a legal issue relevant to the services you provide who is interested in learning about how your firm can help solve their issue and has somehow shared their contact information with you. A legal CRM solution allows you to keep track of the details of each lead and follow-up appropriately.
Rocket Matter
SEPTEMBER 26, 2023
Streamline your preparation with ChatGPT and let the technology handle some of the work for you. This means that, currently, the model can’t retrieve information from proprietary databases, subscription-based content, or other online resources in real time.
Martindale-Avvo
MARCH 12, 2024
In the simplest terms, it’s someone with a legal issue relevant to the services you provide who is interested in learning about how your firm can help solve their issue and has somehow shared their contact information with you. A legal CRM solution allows you to keep track of the details of each lead and follow-up appropriately.
Rocket Matter
OCTOBER 3, 2023
What’s more, it doesn’t connect to your practice management or billing software, creating a silo of information. Excel sheets : Easier to organize than calendar entries, Excel sheets are a faster way to track and count billable hours.
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