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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LawSites

JULY 13, 2021

Legal practice management company Clio last week said that Clio Grow , its client intake and client relationship management product, previously available only to customers in the United States and Canada, is now available in Europe, the Middle East and Africa. Clio Grow is growing its global market.

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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.

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Rocket Matter

DECEMBER 1, 2022

What’s the best way to get ahead of the curve for all the clients coming your way? . A legal CRM can make a huge difference in how you handle your client relationships. If you’re interested in learning more about how legal CRM software can set you up for success in 2023, this blog is for you. .

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Lawmatics

FEBRUARY 13, 2024

Lawyers use various software tools to enhance efficiency, manage casework, and streamline legal processes. Marketing automation software: Marketing automation helps busy lawyers with multiple cases find time to generate leads and efficiently market their law firms while focusing on their client’s cases.

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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.

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

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Lawmatics

NOVEMBER 7, 2023

Artificial Intelligence (AI) is increasingly used in legal technology to streamline processes, improve efficiency, and enhance decision-making for attorneys. Here are just some of the ways AI is currently in use in the legal industry: Client intake. Legal research.

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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. Legal workflows. Automation allows legal teams and law firms to automate numerous manual processes, including client intake , to streamline routine workflows.

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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?

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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 can include rough drafts, content ideas, and other workflows that go through review before it reaches your target audience.

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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 billing with convenient payment buttons right on your website. Consider this your nudge in the right direction. So, what are you waiting for?

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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).

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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? Automate your workflows with Rocket Matter’s legal CRM software .

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Law firm Time-tracking Client Intake Law 52

Lawmatics

FEBRUARY 6, 2024

You’ll see just why Lawmatics is the #1 legal CRM, client intake, and marketing automation platform. The post Custom Dashboards: A Revolution in Legal Data Management first appeared on Lawmatics.

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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. Running a legal practice is definitely one of those things. Download free guide 2.

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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.

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Martindale-Avvo

MARCH 12, 2024

Automate the Process Part of guiding a prospective client through the sales funnel is consistent and persistent follow-up through a variety of methods, like phone, text, and email. A legal CRM solution allows you to keep track of the details of each lead and follow-up appropriately.

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Rocket Matter

NOVEMBER 14, 2023

Greater efficiency Time-tracking software gives attorneys access to their analytics on time spent per task. Simply by assigning a label when they start a task—such as “client intake call,” “case review,” or “writing brief”—attorneys can later analyze how much time they spent on each category of work.

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Martindale-Avvo

MARCH 12, 2024

Automate the Process Part of guiding a prospective client through the sales funnel is consistent and persistent follow-up through a variety of methods, like phone, text, and email. A legal CRM solution allows you to keep track of the details of each lead and follow-up appropriately.

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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.

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Rocket Matter

OCTOBER 3, 2023

That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation. in 2022), it’s the right time to look at your current rates and see if you’re charging enough to remain profitable.

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Rocket Matter

JANUARY 23, 2024

Start clicking off that checklist today on your way to boosting client success. Rather, write “case research on Flynn v Grimes for Saturday hearing.” Follow the formula below for task description success: Task (i.e. in 2022), it’s the right time to look at your current rates and see if you’re charging enough to remain profitable.

Law firm 52

Law firm Time-tracking Law Law 52

Lawmatics

FEBRUARY 14, 2023

You might consider using an attorney-client relationship management platform (commonly known as a legal CRM) to keep track of these responses. All lawyers want to drive efficiency, attract more prospects, increase client engagement, and accelerate the growth of their firms.

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Legal CRM Time-tracking Attorney Lawyer 52

Martindale-Avvo

MARCH 12, 2024

Automate the Process Part of guiding a prospective client through the sales funnel is consistent and persistent follow-up through a variety of methods, like phone, text, and email. A legal CRM solution allows you to keep track of the details of each lead and follow-up appropriately.

Criminal Defense 52

Criminal Defense Estate planning Law firm Legal CRM 52

Rocket Matter

DECEMBER 5, 2023

Pop open your email to sort through the day’s messages with ease and be confident that your time is automatically accounted for. 5. Standardize task labels One major purpose of tracking time is to know how you spend your time. in 2022), it’s the right time to look at your current rates and see if you’re charging enough to remain profitable.

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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

MARCH 28, 2023

Which clients require additional work, or which services take more time than they’re worth?

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Rocket Matter

APRIL 4, 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 Demystifying the Billable Hour: How to Right-Size Your Rates With prices rising so much over the last year (global inflation is forecasted at 8.8%

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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. Marketing automation tools, such as those found in a legal CRM, can help streamline manual processes and reduce administrative time.

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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. Bring document automation into 2024 with a practice management tool that integrates document automation with your client database.

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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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Rocket Matter

OCTOBER 24, 2022

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. . Don’t: Work outside your scope .

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Lawmatics

MARCH 2, 2023

of Lawmatics and the importance of optimizing the client intake process. What are the phases of the client journey? What steps can firms take to create a full client journey? How can attorneys create a client journey by empathizing with the client’s experience? Nobody's perfect!

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Lawmatics

FEBRUARY 7, 2023

CRM insights can help your team understand your potential customers better so you can nurture leads and convert them into clients. Understanding the Role of Legal CRMs A legal CRM is an indispensable tool for law firms to serve their clients best. If It Ain't Broke, Why Does My Law Firm need a CRM?

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Rocket Matter

JANUARY 9, 2024

If attorneys use the same time entry labels for tasks, it will be clearer to clients. These labels could look like: Client intake call with Motion writing for case Lead follow-up with _ Trial preparation for Research to uncover Witness interview for case 4.

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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. Legal document automation software systems enable legal teams to merge data to turn template documents into automated workflows.

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