Client Intake Definition Practice management 
Rocket Matter
JANUARY 27, 2025
Running a legal practice is definitely one of those things. Showcase Client Testimonials and Case Studies Potential clients want reassurance from others whove been in their shoes. Running a legal practice is definitely one of those things. Download free guide 5.
Rocket Matter
MARCH 11, 2025
Speaking about the importance of having an online presence to grow your law firm , Kalese Warfield, growth specialist at ProfitSolv, says, No matter what your practice area is, you definitely want to have some sort of online presence. The modern legal sector is too competitive to adhere to a this is the way weve always done it mindset.
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Rocket Matter
JANUARY 21, 2025
Running a legal practice is definitely one of those things. Everything should be scriptable, from client intake to invoice creation. Thats mainly because document automation integrates with other tools like legal CRMs, billing systems, and practice management software. Download free guide 3.
Clio
JANUARY 15, 2024
Clear communication, thoughtful processes, and consideration for the entire client journey makes for happier clients, more referrals, and more pleasant client interactions overall. Investing in legal practice management (LPM) technology can also help your client relations.
Rocket Matter
OCTOBER 3, 2023
It’s any activity that’s part of what an attorney, or a paralegal, needs to do to complete the work you have been contracted to perform for a client. That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation. However, it can be hard to keep organized and prone to errors.
Rocket Matter
APRIL 11, 2023
Here are three ways to level up your client relationships at each stage of the game, without sacrificing billable hours. 1. Streamline client intake Your intake process is one of the first interactions a potential client will have with your firm, and it’s often the deciding factor in whether they sign with you or your competition.
Rocket Matter
DECEMBER 10, 2024
Running a legal practice is definitely one of those things. For example, cloud-based practice management software like Rocket Matter gives you remote access, streamlined case management, and file sharing, all of which are designed to make your legal workflows more efficient. This is when Rocket Matter CRM can help.
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