Rocket Matter’s Evergreen Retainer feature allows you to maintain a minimum trust balance for your clients. Establish a minimum and a “replenish when below” amount. The next time you run invoices, the system will automatically add a request to replenish the trust account to your invoice for your convenience. See how easy it is in […]
Mac geeks assemble!! On this week’s episode of the 10 Minute Law Firm Podcast, Larry Port is joined by special guest David Sparks, attorney and author of the popular MACSPARKY blog. Listen as David, tech geek extraordinaire, talks about the benefits of automation in your law practice and introduces his latest learning course: Shortcuts Field Guide, […]
The ‘Edit Matter’ button gives you the flexibility to adjust matter details after creating your matter. Go back in and turn on electronic invoice sharing, set custom rates, configure IMAP folders, or edit the status of your matters to properly close or complete your cases. Making changes is easy with Rocket Matter!
There’s a lot going on in the news today, and for many, the news is a constant source of anxiety and stress. On this episode of The 10 Minute Law Firm Podcast, Larry Port gives solid pointers on how to avoid going crazy listening to the news. Don’t miss this timely (and practical) episode!
With our Matters Report, you can quickly and easily identify all matters in your firm! Filter for case status or by primary attorney for a personalized list of your matters. Show or hide columns to customize your report, or export for further manipulation of your report results. See for yourself in this week’s Wednesday Wisdom:
Are you interested in accepting credit card payments are your firm but are worried about how to recoup the fees involved? On this week’s episode of the 10 Minute Law Firm Podcast, host Larry Port talks with Shelley-Ann Charlton, Vice President of Processing Operations at LexCharge. You’ll learn the many different ways to easily (and legally) […]
Using Rocket Matter’s Global Search Bar is the fastest way to locate contacts, activities, matters, and even invoices. Don’t go the long route and refer to your matters report to locate a matter. Simply begin typing and let the auto-suggest help you locate your matter in less time. Learn more in this week’s Wednesday Wisdom:
On this week’s episode of the 10 Minute Law Firm Podcast, Larry Port welcomes back the podcast’s very first guest, GlobalMac IT CEO Tom Lambotte. Listen as Tom expounds upon the idea of Essentialism and how he’s using it to achieve his ultimate long-term goals. How can you change your life with Essentialism? Listen to find out. […]
On this week’s episode of the 10 Minute Law Firm Podcast, Larry Port talks with Ally Lozano, a nationally recognized and award-winning immigration attorney/entrepreneur. Through allylozano.com, she has created an online community dedicated to empowering attorneys to become the CEOs of their law firms. Listen as Ally recounts her personal journey and shares the resources she […]
Need to know what matters have outstanding tasks? Run an Active Matter Task Report for details on all of your firm’s pending to-do’s. All unassigned tasks will be listed on the bottom of the report. Easily export your report and sort according to your needs. Learn more in this week’s Wednesday Wisdom!