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

Clio

Delayed delivery of documents and communications Firms that rely on Canada Post to mail documents, cheques, and correspondence will face significant delays in sending and receiving information. Clio’s e-signature functionality makes it simple and secure for lawyers to create, sign, and store legally-binding documents online.

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7 Legal Technology Tools Lawyers Need to Boost Efficiency

Rocket Matter

You can access case information, communicate with clients, and track time from anywhere. Moreover, features like fingerprint identification and facial recognition keep sensitive information secure. Embracing mobile paperless tools 5. And more important resources! Download free guide 7. Establishing naming and filing conventions 3.

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Cybersecurity for Law Firms: Protecting Sensitive Data in the Digital Age

Rocket Matter

Not only are law firms storing more data, but since the pandemic has forced us all to become increasingly mobile, keeping clients’ sensitive information safe is even more challenging. 11 Tips for Effective Law Firm Data Protection As a law firm, protecting your clients' sensitive information should be at the top of your priority list.

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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. Your one-stop information shop . Get free e-book. Intake forms that impress .

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Law Firm Client Communication: Best Practices and Strategies

MatterSuite

It is also its proactive approach that ensures that clients feel as informed as they need to be or indeed as valued. Use a legal CRM for follow-ups CRM is the software that automates communication with legal clients. A legal CRM allows attorneys to: Hold records and preferences of the client data.

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Integrating CRM and Websites: A Winning Strategy for Future Growth

Rocket Matter

When your website is integrated with a CRM, you can automate this initial engagement. As soon as a prospect completes a form or requests information, your CRM can trigger email responses or SMS follow-ups, which guides leads down your sales funnel. Schedule a demo now and get on track to transforming your practice.