Attorney at Work

APRIL 20, 2022

The client intake process can be a struggle for your law firm — especially when qualified leads disappear from the intake pipeline. Law Ruler’s law firm CRM can help. One day your leads are filling your intake pipeline — but the next day? Easier Intake For Prospects — and Your Whole Team.

Client Intake 52

Client Intake Law Law Time-tracking 52

Rocket Matter

JANUARY 10, 2023

Big tech changed the game in how we run our everyday lives, so stay up to date with the latest available software solutions to keep clients happy. Legal CRM (Client Relationship Management) software has radically transformed how law firms interact with and market to legal clients. Get free e-book.

Legal CRM 52

Legal CRM Law firm Client Intake Law 52

Rocket Matter

MARCH 11, 2025

Without a structured system, you risk missing deadlines and losing documents with the result being a tarnished reputation and a whole lot of frustrated clients. Optimize Client Intake Clients expect a smooth, frictionless experience when connecting with your firm. Download free guide 6.

Law firm 52

Law firm Time-tracking Client Intake Law 52

Clio

MARCH 25, 2025

Are there certain areas where documents are typically returned or rejected because of mistakes? Are communications with clients or other offices causing bottlenecks? Clio Manage is an intuitive legal task management software that’s capable of serving individuals and teams alike.

Lawyer 52

Lawyer Time-tracking Client Intake e-discovery 52

Rocket Matter

MARCH 28, 2025

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.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

DECEMBER 17, 2024

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.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

APRIL 22, 2025

Rocket Matter is a comprehensive legal software built to streamline daily operations for law firms of every size. It centralizes matter management, legal billing, trust accounting, and document automation into one intuitive system. In legal tech, it all boils down to the details.

Legal software 52

Legal software Legal software Software Document storage 52

Rocket Matter

APRIL 30, 2025

In fact, law firm innovation is about legal professionals spending less time on repetitive administrative tasks and more time doing high-value work. From client intake and document management to billing and case tracking, automation tools enhance how legal teams work. What used to take days now can take minutes.

Law firm 59

Law firm Time-tracking Law Law 59

Rocket Matter

FEBRUARY 25, 2025

With client expectations at a steady rise, its clear that the legal industry is reaching its tipping point and the only way to regain balance is to implement digital transformation in law firms day-to-day systems. What Is Legal Digital Transformation ? Regularly update your software to patch any flagged vulnerabilities.

Law firm 52

Law firm Law Law Legal CRM 52

Rocket Matter

SEPTEMBER 26, 2023

Create a step-by-step explanation of how to access our client portal in 400 words or less based on the provided information: copy and paste your current client portal access information Scan this document, find any instance of __, and replace it with an empty field to be filled in 2.

Client Intake 96

Client Intake Law Law Law firm 96

Lawmatics

NOVEMBER 7, 2023

Yes, legal software typically includes AI tools that legal professionals can use to create legal documents. In fact, legal AI tools can be used in multiple ways in the legal industry – as long as they are leveraged correctly. How is AI Used in Legal Technology? Legal research. Due diligence.

Client Intake 59

Client Intake Due diligence Legal advice Analytics 59

Rocket Matter

FEBRUARY 20, 2025

Streamlining operations: Automate tasks, reduce administrative work, and improve client intake efficiency. Google Ads can open the door to new business, but Rocket Matter ensures those leads turn into paying clients. Optimizing profitability: Use reporting dashboards to track revenue and measure your return on ad spend.

Law firm 52

Law firm Injury Lawyer Time-tracking Accident Lawyer 52

Rocket Matter

OCTOBER 24, 2022

Also, consider using email less and implementing legal practice management software. A dashboard—one that shows you visually which tasks are due for the day (and with pertinent documents, links, and information to complete the task)—is more efficient than searching through email. . Legal billing . Legal trust accounting .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

Rocket Matter

MARCH 26, 2025

Any number of hours unnecessarily spent searching for documents, reconciling conflicting reports , or re-entering data is time kept from resolving the case. Rocket Matter, a leading legal workflow solution , enables firms to eliminate data silos by centralizing all case information, making it easy for users to access relevant data.

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

MARCH 26, 2025

Any number of hours unnecessarily spent searching for documents, reconciling conflicting reports , or re-entering data is time kept from resolving the case. Rocket Matter, a leading legal workflow solution , enables firms to eliminate data silos by centralizing all case information, making it easy for users to access relevant data.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

MAY 2, 2024

Legal client intake software is a type of technology specifically designed to streamline the process of collecting information from clients or potential clients in the legal industry. This may involve automatically populating client information into case management systems or other databases.

Software 52

Software Client Intake Document management Billing software 52

Rocket Matter

FEBRUARY 18, 2025

These platforms facilitate case management, scheduling, billing, document storage, and other essential functions. For example, Rocket Matter includes tools for task management, organization, time tracking, and client relationship management tools, all in a single user-friendly solution. Establishing naming and filing conventions 3.

Law firm 52

Law firm e-filing Law Law 52

Rocket Matter

OCTOBER 10, 2023

Savvy lawyers know to not just write “attorney time,” “client help,” or “phone call” in the description of a time entry, but to be just a little more specific by writing, for instance, “client intake call” or “conference with opposing counsel.” Pro-tip: standardize how you describe your many tasks.

Time-tracking 92

Time-tracking Attorney Client Intake Software 92

Rocket Matter

DECEMBER 16, 2024

If you pinpoint any consistent issues, you can change your time-tracking protocols, making sure billable work is accurately documented and billed. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

Time-tracking 52

Time-tracking Billing software Law Law 52

Rocket Matter

JULY 15, 2024

By logging interactions with potential clients, CRM software can help you build client profiles while keeping track of their needs and possible pain points. Your CRM can also aid you throughout the client intake process, smoothing out communications so you can offer a great client experience from the jump.

Legal CRM 52

Legal CRM Time-tracking Client Intake Law firm 52

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. Check. Legal CRM? Check. Online payment portal? Check. eSignature? Check. File-sharing?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

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.

Legal CRM 52

Legal CRM Client Intake Time-tracking Practice management 52

Rocket Matter

OCTOBER 12, 2023

More useful posts: 9 Reasons Why Legal CRM Takes Your Law Firm To The Next Level Top 8 Technologies to Help You Run a Paperless Law Office Why is Online Legal Payment Processing a Must for Your Law Firm 12 Legal Payment Processing Features to Look For Want to see a healthier cash flow and happier clients?

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

Rocket Matter

MAY 26, 2025

Stop Letting Admin Tasks Eat into Billable Time Client intake, scheduling meetings, setting follow-ups, and tracking time and expenses are all essential, but they dont directly generate revenue for your firm. With less busywork and more billable hours, your law firm finances can reach a new level.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

DECEMBER 5, 2023

In turn, lawyers can use legal tech to automate routine tasks, work more efficiently, and devote more time to complex work. But it must be the right legal tech. The legal industry contains numerous tech solutions that address a single aspect of legal practice, e.g., document management, timekeeping, or billing.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

Lawmatics

FEBRUARY 13, 2024

Over the past 15 years, technology has significantly transformed the legal profession. Here are some major ways technology has changed being a lawyer: Document management: The shift from paper-based to digital document management systems has improved efficiency in organizing, storing, and retrieving legal documents.

Lawyer 52

Lawyer Client Intake Time-tracking Document automation 52

Lawmatics

FEBRUARY 15, 2023

In the context of the legal industry, an attorney CRM software refers to software used by law firms to manage and analyze customer interactions and data throughout the customer lifecycle. This includes marketing automation, contact management, sales management, and client intake. Enter legal CRM software.

Client Intake 40

Client Intake Time-tracking Legal CRM Law 40

Lawmatics

JULY 7, 2023

Automated scheduling software takes the back and forth out of setting up appointments by enabling clients to schedule their own meetings. Document creation. Automation allows you to merge the data you need from your custom fields and auto-fill directly into boilerplate legal forms to generate documents. Legal workflows.

Time-tracking 52

Time-tracking Client Intake Document automation Software 52

Rocket Matter

JULY 24, 2023

With this integration, legal professionals can take advantage of ChatGPT from their Rocket Matter software directly, while adding additional security measures to protect your firm from liability. This makes it an excellent tool for the client intake process, marketing, and general client communications.

Client Intake 52

Client Intake Law Law Intellectual Property 52

Rocket Matter

APRIL 25, 2023

Administrative tasks—such as communicating with clients, sharing documents, and collecting payments—are critical to running a successful practice, but they can also be repetitive and time-consuming. Legal billing. Document assembly. Running a legal practice is definitely one of those things.

Client Intake 52

Client Intake Time-tracking Law Law 52

Rocket Matter

OCTOBER 15, 2024

Legal CRM Systems to Nurture Client Relationships Legal CRM systems streamline processes and automate critical tasks, such as scheduling. CRM also handles communication, including automated follow-ups, offering a range of tools to stay in touch seamlessly via emails and text messages.

Law firm 52

Law firm e-filing Time-tracking Law 52

Lawmatics

MARCH 14, 2023

My job entails conducting demonstration calls of the Lawmatics platform to law firms and highlighting how our legal CRM can help them be more efficient and organized with all their non-billable admin workflows (such as client intake, running marketing campaigns, and client follow up).

Client Intake 52

Client Intake Legal CRM Law firm Software 52

Rocket Matter

OCTOBER 3, 2023

That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation. With document creation, non-billable tasks, and time spent following up with current and potential clients, the workday quickly turns from a planned eight-hour day into a twelve-hour one.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

Rocket Matter

MAY 23, 2023

They also increase the risk for law firms who don’t have enough time to thoroughly deal with their documentation, deadline calendars, accounting reconciliation, and client communications, all of which can lead to significant profit loss down the road. But it’s all well and good to point out a problem and say “Isn’t that tricky.”

Time-tracking 52

Time-tracking Document automation Client Intake Law firm 52

Rocket Matter

JULY 25, 2024

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.

Law firm 59

Law firm Time-tracking Law Law 59

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. Legal-specific CRMs, on the other hand, can significantly reduce the effort involved in establishing a fast speed to lead.

Time-tracking 52

Time-tracking Legal CRM Client Intake Practice management 52

Rocket Matter

JULY 18, 2023

Tailored to a law firm’s unique needs Law firms have their own set of industry-specific needs for their website, including client intake, compliance regulations, and more. High-quality, licensed stock photos take the guesswork out of photo use rights and provide a professional and polished appearance for your practice. 2.

Client Intake 72

Client Intake Law firm Time-tracking Legal CRM 72