Rocket Matter

OCTOBER 19, 2022

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. Client intake. The client intake process can be fraught with potholes.

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Centerbase

NOVEMBER 7, 2023

Agile, streamlined processes are what modern law firms need to effectively handle the full gamut of activities required to take a matter from client intake to paid in full. But do you have the right technology to be effective — meeting client, staff and attorney expectations? Technology can address these challenges.

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Law firm Client Intake Criminal Defense Time-tracking 52

Rocket Matter

SEPTEMBER 26, 2023

Schedule a demo and explore how you can transform your law firm’s productivity with ChatGPT for Rocket Matter. Content developed with generative AI should always be considered a rough draft and should be carefully reviewed for accuracy by a subject matter expert prior to use or distribution.

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Lawmatics

JULY 7, 2023

Secure, universally-recognized electronic signature for law firms provides added convenience and efficiency for lawyers and clients. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows. Practice management. Legal workflows.

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Rocket Matter

DECEMBER 5, 2023

Download free guide Invest in client relationship management software Client relationship management software is an essential part of a speed-to-lead strategy for a number of reasons. It helps to look beyond industry-agnostic CRMs.

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Law Technology Today

SEPTEMBER 1, 2023

Interestingly, their desires go beyond mere alternative payment methods—70% of clients are keen on flexible payment plans as well. Law firms can fulfill these demands with the right legal practice management software. This results in a partnership that resonates with your clients and honors your ethical commitments.

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Billing software Software Time-tracking Client Intake 84

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.

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Legal CRM Client Intake Time-tracking Practice management 52

Rocket Matter

JULY 24, 2023

This makes it an excellent tool for the client intake process, marketing, and general client communications. Here’s how you can implement ChatGPT at your legal practice today. Document template prompts Draft a welcome letter for a new client joining my law firm for family law.

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Rocket Matter

SEPTEMBER 14, 2022

Build a Better Client Intake System. Client intake requires a lot of non-billable hours to attract clients. However, certain clients won’t be the right fit for your firm, and it can be difficult to weed these leads out before you’ve already spent valuable hours on them.

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Criminal Defense Client Intake Document automation Time-tracking 52

Lawmatics

DECEMBER 7, 2023

Here are some common types: Practice management software: Helps law firms manage cases, clients, documents, appointments, and billing in a centralized system. Document management software: Focuses on organizing and storing legal documents securely, often with version control and collaboration features.

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Rocket Matter

JULY 18, 2023

If your website is dated, confusing, or clunky, you’re much less likely to attract your ideal clients—and you’re even less likely to keep them. But law firms are also incredibly busy, and it takes time and experience to develop a great website.

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Rocket Matter

OCTOBER 12, 2023

When you use a legal payment processor alongside your practice management software, your clients can pay invoices directly from their phones. Meanwhile, you can provide clients with the extra bonus of 100% paperless statements.

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Rocket Matter

DECEMBER 1, 2022

For example, Rocket Matter’s built-in legal CRM auto-populates information from client intake forms into its legal practice management software. Nor do you have to train staff on the complexities of client intake! . Instead, you can use a CRM solution to send out an online intake form. And more! .

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Rocket Matter

NOVEMBER 13, 2023

Client convenience tools : Your site will benefit from essential tools like contact forms, payment links, and client intake forms—even ChatGPT integration and automations. Legal practice management features to help improve staff performance and productivity. Book a demo today and experience the difference.

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Rocket Matter

DECEMBER 29, 2022

While many law firms require that their attorneys work a mandatory number of billable hours (the time clients pay for directly) per week, that isn’t the extent of a lawyer’s workload. Additional responsibilities include travel, research, client intake and communication, and catching up on a constant backlog of administrative tasks. .

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Law firm Time-tracking Law Law 86

Rocket Matter

APRIL 4, 2023

Download free guide Four ways to streamline your law firm’s workflows All of the above issues and processes can be improved by applying the principles of lean management through legal practice management software. Now that’s what we call lean.) Schedule a demo with Rocket Matter today and see the possibilities for yourself.

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Rocket Matter

APRIL 25, 2023

Frequently used in traditional business settings, the client lifecycle concept can help law firms understand how they find and build loyal client relationships. If you want to see how Rocket Matter can help you save time, increase productivity, reduce errors, and gain efficiency, schedule a demo with us today.

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Client Intake Time-tracking Law Law 52

Legal Talk Network

JUNE 28, 2022

Here’s just a snapshot of some of the different types of legal tech your law practice can choose from: Accounting Billing / Accounts Receivable (AR) Client Intake / Client Relationship Management (CRM) Document Automation Legal Research Payment Processing Practice Management Records Management.

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Rocket Matter

JANUARY 17, 2023

Plus, the effects of ongoing poor payment practices can make it difficult to invest much into your marketing, client intake process, or staff professional development. As a result, you may struggle to convince new clients to work with your firm. . Take the first step towards a more profitable legal practice.

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Rocket Matter

AUGUST 22, 2022

You can learn efficient processes and workflows so that you don’t have to start from scratch, such as tips for a smooth client intake process or bottleneck-proof billing procedures. For example, if two lawyers assume the other was handling client follow-up, this could mean losing business for your firm.

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Law firm Time-tracking Law Law 52

Rocket Matter

NOVEMBER 21, 2022

Marketing automation software can be a valuable repository of actionable data about your leads, clients, and the impact of your marketing campaigns. Client intake forms . what steps do they take before signing on as a client? Streamlined client intake forms . You can gather information from: .

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Law firm Time-tracking Client Intake Law 52

Rocket Matter

NOVEMBER 3, 2022

Email drip campaigns to stay top-of-mind with previous clients (and score those referrals from happy customers). Customizable intelligent client intake forms that pre-qualify leads . Reporting and analytics tools take the data from your legal practice management software and break it down into variables for you to review.

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Lawyer Time-tracking Billing software Practice management 40

Rocket Matter

JULY 22, 2022

Do you want to up your client intake? When you choose the right legal practice management software , law firm marketing can be a breeze. Rocket Matter integrates with multiple popular legal CRM software and also offers its own client relationship management and workflow automation features.

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Rocket Matter

JANUARY 23, 2024

Start clicking off that checklist today on your way to boosting client success. To see Rocket Matter in action, schedule a demo today. Rather, write “case research on Flynn v Grimes for Saturday hearing.” Follow the formula below for task description success: Task (i.e.

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Law firm Time-tracking Law Law 52

Lawmatics

DECEMBER 27, 2023

Here are some common examples of legal technology software used by today’s lawyers: Practice management platforms. Systems like Practice Panther offer robust tools designed to make managing and billing cases faster and easier. Software as a Service (SaaS). Voice over Internet Protocol (VoIP) technology.

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Rocket Matter

JANUARY 10, 2023

Did you know that legal CRMs also provide powerful project management tools that let you automate follow-up messages, manage your marketing tasks more efficiently, and develop cleaner client intake processes? Valuable Legal CRM applications to support your law firm's project management efforts. Hello, efficiency!

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Rocket Matter

MARCH 14, 2023

If you’re marketing just for the sake of marketing, then it’s not going to provide the right type of value for current or potential clients, and it will feel like pulling teeth within your own business. For example, with a legal CRM , legal practices can use email drip campaigns to send people emails based on certain predetermined triggers.

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Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. Other helpful software for maximizing your efficiency include legal CRM to simplify client intake, document automation to reduce errors and double-entry, and online payments to maintain a steady cash flow. . Time and expense tracking .

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Law firm Time-tracking Client Intake Billing software 97

Rocket Matter

DECEMBER 26, 2023

Document automation Accurate documents are critical to client case matters. However, creating documents from scratch for every client intake is a tedious, inefficient, and error-prone process. Launch your practice to new heights in 2024 Stay ahead of the curve with the tools designed to help law firms succeed.

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Centerbase

OCTOBER 19, 2023

That’s why so many firms have turned away from manual processes toward law firm management software. But not all legal practice management software platforms are created equal. Industry-leading law practice management software is different. Ready to say goodbye to law firm chaos?

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Law firm Software Time-tracking Law 52

Attorney at Work

JULY 21, 2022

With LollyLaw, an all-in-one case management platform specifically designed with immigration practitioners in mind, you and your firm can revolutionize the immigration process from start to finish. LollyForms, a one-of-a-kind feature that facilitates accurate form filing and accelerates the often tedious client intake process.

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Case management Client Intake Time-tracking Attorney 96

Lawmatics

DECEMBER 5, 2023

Short for legal technology, legal tech is computer software that provides numerous tools to streamline, automate, and enhance various tasks traditionally performed manually, such as: Document management. Client intake. Current and potential clients can book an appointment with legal calendaring software.

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Legal tech Legal tech Client Intake Time-tracking 52

Rocket Matter

FEBRUARY 20, 2024

This technology centralizes and organizes your leads and all contact touch points throughout the client journey into one platform. It can further transform your client relationships through client intake and marketing automation , allowing you to focus on what you do best: practicing law.

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Time-tracking Legal CRM Client Intake Law firm 52

Clio

FEBRUARY 2, 2023

Legal workflow automation via centralized legal matter management software is the perfect solution. Manage every single one of your firm’s processes in one place. Automate client intake workflows, communication, deadline reminders, and document creation. Which legal matter management software is right for me?

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Rocket Matter

MAY 23, 2023

Automation workflows are typically part of your firm’s practice management software , which is designed to help law firms operate more efficiently. Let’s be clear, though. Maybe your billing process needs an immediate overhaul, or your client intake process is in desperate need of improvement.

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Lawmatics

JULY 13, 2023

Here are 7 marketing automation examples that law firms can use marketing automation in their practice: 1 Automated Intake Process Streamline the client intake process by automating lead capture, qualification, and follow-up. Get a demo today to improve your marketing.

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Time-tracking Analytics Document automation Law firm 52

CaseFox

JUNE 21, 2023

Test the software or take a demo before committing to the one. The law firm technology improves transparency and communication between the firm & the client and offers top-notch client satisfaction. From law practice management software to legal billing software, there are numerous software that firms can leverage.

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