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

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

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.

Client Intake 61

Client Intake Legal CRM Practice management Software 61

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. .

Legal CRM 52

Legal CRM Client Intake Time-tracking Software 52

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.

Time-tracking 92

Time-tracking Legal CRM Practice management Law firm 92

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. Practice management.

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

Client Intake 52

Client Intake Law Law Intellectual Property 52

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. Consider this your nudge in the right direction.

Law firm 52

Law firm Law Law Client Intake 52

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.

Client Intake 72

Client Intake Law firm Time-tracking Practice management 72

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. It’s everything you need, all in one place.

Time-tracking 52

Time-tracking Practice management Document automation Software 52

Rocket Matter

OCTOBER 3, 2023

That’s because with legal management software, your time-tracking will be automatically integrated with invoice creation. However, it can be hard to keep organized and prone to errors. Time tracking software: Time tracking software is increasingly part-and-parcel of law firm time tracking strategies.

Time-tracking 97

Time-tracking Lawyer Due diligence Software 97

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.

Client Intake 52

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

Law firm 52

Law firm Time-tracking Client Intake Law 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

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

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.

Lawyer 52

Lawyer Law firm Client Intake Analytics 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.

Time-tracking 52

Time-tracking Software Client Intake Legal CRM 52

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.

Law firm 83

Law firm Client Intake Legal CRM Law 83

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? Download free guide 2. Check. Online payment portal? Check. eSignature?

Document automation 52

Document automation Time-tracking Client Intake Legal CRM 52

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. .

Law firm 97

Law firm Time-tracking Client Intake Billing software 97

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? Lets them communicate with their client?

Criminal Defense 40

Criminal Defense Lawyer Law firm Software 40

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.

Time-tracking 52

Time-tracking Client Intake Law firm Legal CRM 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.

Time-tracking 52

Time-tracking Legal CRM Client Intake Law firm 52

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?

Lawyer 40

Lawyer Legal CRM Law firm Client Intake 40

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.

Legal tech 52

Legal tech Legal tech Client Intake Time-tracking 52

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.

Time-tracking 52

Time-tracking Document automation Client Intake Legal CRM 52

Lawmatics

AUGUST 1, 2023

Separate team communication from client communication. Law practice management technology? Manage, organize, store, and retain client communications via email, text, and through a secure client portal. For unscheduled team communications, determine what tools you will utilize. Teams chat?

Law firm 52

Law firm Time-tracking Law Law 52

Rocket Matter

JANUARY 23, 2024

Schedule a demo today to see how our DFY services can transform your website into a client-attracting powerhouse that propels growth in a matter of weeks.

Law firm 52

Law firm Law Law Client Intake 52