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How to Use Your Legal CRM From Intake Through Case Closed 

Rocket Matter

If you’re not working with a legal CRM, you may be scratching your head for no good reason. Legal client relationship management (CRM) software helps you maximize your time and resources with automated messaging, marketing task management, and other tools to streamline your work, from client intake to case wrap-up.

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Is There an AI Tool to Create Legal Documents?

Lawmatics

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? Virtual assistants. Due diligence.

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How to Find the Right Document Management Solution

Rocket Matter

Left unstructured, document management can become a black hole of confusion, frustration, and non-billable hours. Document management is essential to staying organized and on top of your caseload (without sacrificing billable hours or layering on unnecessary work). What are our document management needs?

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What is Intake Software?

Lawmatics

Document management: Some legal intake software platforms provide document management capabilities that allow users to securely upload and store important documents related to the intake process. What is the Most Popular Legal Software?

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Rocket Matter’s Guide to Practice Management Integrations

Attorney at Work

So do yourself (and your schedule) a favor and look into these time-saving legal practice management software integrations. Document Software and Storage. Let’s face it: the legal profession involves a lot of documents. A legal CRM can help your firm: Automate your marketing campaigns to find more leads in less time.

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Why Not All Payment Processors Are Created Equal

Rocket Matter

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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Client Relationships: The Key to Success

Rocket Matter

A legal CRM, however, can help firms provide personalized, consistent touchpoints that serve to strengthen existing relationships and retain clients for the long term. From a case matter perspective, legal CRMs can help you and your clients communicate more effectively. Schedule your free demo today to get started.