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4 Steps to Start Your Succession Plan Today To get started with law firm succession planning , you should consider two scenarios: planned departures and unexpected events. Let them know who your triage attorney is, how to reach them, and where related documents, bank info, and other assets are stored. Rocket Matter can help you with that.
On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.
On top of this, Rocket Matters Event Logic makes sure that tasks and calendar events are properly linked , preventing scheduling conflicts and keeping case deadlines, meetings, and court dates aligned. If a key date shifts, any events associated with it are automatically rescheduled.
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For one, the software can categorize tasks by matter type, automate event adjustments based on task changes, and implement task dependencies. However, Rocket Matters easy-to-use workflow automation and visual task management give it a sharper edge.
Today LexisNexis® Legal & Professional is announcing the launch of InterAction+™, a new cloud-based legalCRM that integrates the workflow around law firm contacts into Outlook and leverages the firms existing Lexis subscriptions to deliver business intelligence into the CRM experience.
Today LexisNexis® Legal & Professional is announcing the launch of InterAction+™, a new cloud-based legalCRM that integrates the workflow around law firm contacts into Outlook and leverages the firms existing Lexis subscriptions to deliver business intelligence into the CRM experience.
The Australia-based legalCRM company Nexl has acquired Jade , a unique startup that markets a customer success solution to legal tech companies to help them sell and onboard their products to legal professionals. ” Nexl Acquires Jade.
Cutting-edge developments like AI are a cornerstone of Lawmatics’ vision for the future at the intersection of technology and the legal client experience.
You can even use various colors to mark a different client for events, and save the information you regularly use to create calendar events. LawToolBox helps you customize your specific case as needed by removing, modifying, or hiding irrelevant events. You can even submit time for certain attendees in calendar events.
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All employees, including remote ones, need to blow off steam, share information about special events, and discuss something besides work with their colleagues to forge bonds and strengthen relationships. Any timeslot with an existing calendar event will be blocked off, and clients will only see the available time slots.
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.
.” – Curtis Kleem, Attorney, Kleem Law, LLC Lawyer 2 Lawyer Lawyer 2 Lawyer is an award-winning podcast covering relevant, contemporary news from a legal perspective. Schedule a personalized live demo of Lawmatics today to experience how the #1 legalCRM can drive your firm’s growth. The post What’s Your Favorite Legal Podcast?
Organizational tools : Provides multiple views and color-coding events, such as billable and non-billable tasks. Collaboration : You can send invites and share schedules with the entire law firm.
Our CRM coupled with our practice management solution now offers a smooth experience from a prospected client to a customer. Lastly, we also included the ability to sync private calendar events from Microsoft Outlook and sync documents from Microsoft OneDrive. .
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To make matters even easier, Rocket Matter’s matter stream feature allows you to view real-time case events, post messages for collaboration with others, and access new tasks, events, notes, matter documents, and billable entries—all in one place. . Smith.ai . Chrometa . Uptime Jurispage .
Your receipts serve as essential evidence of business expenditures and can be invaluable during audits or in the event of a dispute with tax authorities. Get your receipts in order Accurate record-keeping is critical for tax preparation. Ready to see what Rocket Matter can do for you? Sign up for a free demo today!
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