Remove Client Intake Remove Document management Remove Download
article thumbnail

The Only Client Intake Checklist You’ll Ever Need

Attorney at Work

Download the Client Intake Checklist! Ah, the client intake process — unquestionably one of the most time-consuming and laborious parts of being a lawyer. First impressions are everything in life, and onboarding your new clients is no exception. Let Your Clients Self-schedule. Think Like a CEO.

article thumbnail

Preparing Your Firm for Growth with Rocket Matter CRM

Rocket Matter

Download free guide Rocket Matter’s unique CRM features and scalability Rocket Matter isn’t just any CRM—it’s designed specifically for law firms. Advanced automation : Automate everything from client intake to case updates. Disconnected systems can lead to inefficiencies and errors.

professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Rocket Matter vs. Neos: Which Legal Software Is Better for Your Firm?

Rocket Matter

The Neos legal software is a cloud-based case management solution that focuses on simplifying workflows and case data collection. Download free guide Client management Your legal software should support every stage of the client journey. Rocket Matter vs. Neos : Which Has the Better Features?

article thumbnail

The Future of Law Firms: How to Adapt in a Changing Industry

Rocket Matter

From client intake and document management to billing and case tracking, automation tools enhance how legal teams work. Heres how workflow management software for law firms like Rocket Matter can streamline your practice: Billing Automating billing not only saves time it helps your firm get paid faster.

article thumbnail

Driving Innovation in Law Firms: Strategies and Considerations

Rocket Matter

Download free guide Leverage Legal Technology Solutions Legal technology is at the heart of law firm innovation. Case management and document organization solutions can save time and reduce errors. Streamline Document Management Manual document management can be a time-consuming drain on resources.

article thumbnail

Law Firm Management: Key Insights and Strategies for Success

Rocket Matter

SOPs can cover various aspects of firm operations, including client intake, case management, billing, and communication protocols. Well-documented procedures also facilitate training and onboarding for new team members, enabling them to quickly become effective contributors to your firm.

article thumbnail

4 Common Challenges Law Firm Workflow Management Can Solve

Rocket Matter

Download free guide 4 Legal Workflow Problems You Can Fix with Automation At this point, its safe to say that using traditional, manual processes is no longer sustainable for any law firm.