Client Intake Document automation Document storage 
Rocket Matter
APRIL 22, 2025
It centralizes matter management, legal billing, trust accounting, and document automation into one intuitive system. 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.
Rocket Matter
DECEMBER 17, 2024
These solutions can integrate features like task management and document storage to create a more cohesive experience for you and your team. Streamline Document Management Manual document management can be a time-consuming drain on resources.
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Rocket Matter
FEBRUARY 25, 2025
Falling victim to cybercrimes will not just cost you your reputation and operational efficiency, but you also risk getting penalized for breaching client confidentiality should any sensitive information gets compromised. Document Automation: Choose a software that lets firms create legal documents in seconds using customizable templates.
Clio
JANUARY 30, 2024
Look for online file storage tools that are cloud-based, secure , and easy to use. Dropbox —one of the world’s most popular document storage apps—is likely your first option for online file storage. However, some states require wet signatures for documents like wills.
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