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The holidays are around the corner, and now we find ourselves dealing with the angst of thoughtful gifting. What do you get the managing partner who has everything? In my opinion, if you wish to communicate “I care about you, I respect you, and you really are a special and important person in my life,” […]
No need to manually manipulate the same word document for each client. With Rocket Matter, you can create document templates that can be used thousands of times over! These templates will merge with your matters, giving you customized matter-specific information on your document. Just another example of how Rocket Matter helps to make your life […]
Yesterday, while presenting our annual paperless webinar with our friends at NetDocuments, I polled the audience with the following question: “What is your biggest challenge when it comes to going paperless?” 31% chose the response: “Staff resistant to change.” Going paperless is perhaps the most critical thing you can do to reduce operational waste […]
Rocket Matter’s Business Intelligence tool now comes with two specialized reports just for you! The “Average Matter Value Report” and the “Throughput Rate Report” deliver actionable data for your firm. Access these reports to find out what your average matter value and throughput rate are for your firm. Rocket Matter: Consistently delivering results!
Our Business Intelligence tool was recently updated to include custom fields and tags! Now you can apply custom field and tag data sets to your reports for the ultimate customization. We have also added a search bar to easily locate desired data sets. Build the reports you want to see with Rocket Matter! </ifr
Posted in: General
Our custom fields just got a face-lift! Now you can create client or matter custom fields and create specific field types, such as date pickers, numeric fields, alpha-numeric fields. Or, create drop-down lists to choose from when creating your custom fields. Providing you with additional functionality is our pleasure at Rocket Matter!
Posted in: General
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 […]
Posted in: General
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, […]
Posted in: Wednesday Wisdom
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!
Posted in: General
If the news was already a circus, now the tent’s on fire and the elephants and lions are running around loose. We’re heading into an election year, there’s presidential impeachment winds a-brewin’, and politics on both shores of the Atlantic have passions running high. This can’t be good for our health, nor our work habits. […]
Posted in: Op-Ed
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!
Posted in: General
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:
Posted in: General
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) […]
Posted in: Leverage Technology
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:
Posted in: General
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. […]