Rocket Matter Adds New Case Management Functionality Including Document Folders And Access Controls
Lawyers and other professionals at the firm who use legal practice management systems love the easy time tracking, billing, and invoicing functionality. Or, as I like to say, the ability to do everything from intake to collections with no fuss. But with a swiss-army-knife product, attorneys also want case management tools. Rocket Matter answers the call with a new release dubbed Atlas 1.2.
“Our goal with this release was to improve some of our best case management functionality,” says Larry Port, Rocket Matter’s CEO and founder. “Although we’re known for having the easiest and most powerful time and billing platform on the market, attorneys need to know we’re equally committed to the case management side of our product. Rocket Matter will help them run a much better practice regardless of their specialty.”
Organize Client Files With Document Folders
Members of the firm who use practice management software love unlimited file storage, but after hundreds, even thousands of documents are uploaded to the system, they need to organize the files for easier access to client and related matter documents.
The new Rocket Matter Document Folders feature lets users create unlimited folders with each folder linked to clients and matters. Users can create their own folder structure to organize case files by client, matter, function, important events, dates, and so on. And, it integrates with other popular file storage systems lawyers use, including Dropbox, Evernote, and Box.
Assign permission to users for enhanced privacy and security
As the firm grows law firm leaders need to limit access to some of the information. Now they can with Rocket Matter’s new “User Permission” feature that allows administrators to assign access levels by user type
Need your billing staff to run pre-bills and batch billing, but not access the administrative reports? Need the partners to have global access to Rocket Matter with no restrictions? Rocket Matter’s customizable permission settings allow attorneys to manage what information each firm member and outside counsel has access to.
New Print Calendar Feature
How do you get laser-focused on case work, prioritize tasks, knock out to-do lists, and never miss a court date or meeting with a client, judge, colleague, or opposing counsel? By starting the day off with your calendar.
The calendar is the engine that drives attorneys’ activity for the day, every day. It’s the first thing lawyers and members of the firm access when they come to the office and it sets the tone for the rest of the day.
Rocket Matter has a robust calendar but sometimes you just have to have a paper copy for your desk, for a meeting, or to tuck in your pocket. The new “print calendar” feature renders your online calendar beautifully on paper with all of your appointments and tasks neatly organized, at a glance.
For more information on Rocket Matter Atlas 1.2, click here.