Case management Client Intake Document storage 
Rocket Matter
NOVEMBER 25, 2024
AI does the time-consuming tasks like document verification, research, and case management. For example, studies show AI can reduce research time by up to 60% and give lawyers more time to focus on strategy and client interaction. Automating these tasks not only saves time, but also reduces human error.
Rocket Matter
APRIL 22, 2025
Rocket Matter also includes a client portal, a built-in Customer Relationship Management (CRM) system, and sophisticated dashboard reporting to help clients effectively manage their client base. Download free guide Client management Your legal software should support every stage of the client journey.
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Rocket Matter
FEBRUARY 25, 2025
Imagine AI-powered legal research that takes minutes instead of hours, automated document drafting that eliminates errors, or cloud-based case management that lets your team collaborate from anywhere. What Is Legal Digital Transformation ? Practitioners themselves a whopping 91% of them believe its a crucial step.
Attorney at Work
SEPTEMBER 15, 2022
A client intake staff member can create a new board for each potential client. They can customize each board with columns so that staff members can track or manage the development of a case. Clio augments this process with a robust infrastructure for client intake reporting.
Rocket Matter
DECEMBER 17, 2024
Case management and document organization solutions can save time and reduce errors. These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. They help you stay more organized and improve response times.
Rocket Matter
FEBRUARY 18, 2025
Practice Management Software Investing in practice management software is crucial for efficiency and compliance. These platforms facilitate case management, scheduling, billing, document storage, and other essential functions.
Legally Speaking
JANUARY 21, 2023
Document storage recommendations for paperless law firms. How to Grow Your Firm with Legal Client Intake This guide by Michael Chasin, a prominent expert in client intake and CRM, emphasises the importance of client intake and presents strategies for implementing a systematic process within your firm.
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