Proudly featured in

    ForbesAdvisor - The Best Legal Billing Software Of 2022

    [Webinar Wrap-Up] Law Practice Management Design and Workflows


      Usually, we have a slide deck to share from our monthly webinars, but we decided to go deep with Managing Your Law Practice: Maximizing Productivity With Design and Workflows and demonstrate live, the process and reasons for Rocket Matter’s design overhaul and show how matter templates increase productivity by automating type-of-case workflows.

      A recording of the webinar will be available shortly after a bit of post-production and we’ll update this post. (UPDATE: Webinar recording. Browse Rocket Academy for more videos.)

      Automate your Workflow with Matter Templates

      Create a template of Matter Details, of tasks and events, then apply them automatically to select new cases.

      • Specify your billing method, statute of limitations, and unlimited tasks and events.
      • Populate pre-defined contacts or data relationships in your matter without having to repeatedly input information.
      • Add custom Tags to your Templates to make items easy to locate.
      • Create Unlimited Custom Fields for automatically incorporating data into your matters.
      • Create a pre-defined workflow by incorporating lists of “To-Do” items and events.
      • Use our Milestone Feature to designate a “parent” event and create a cascade of events and tasks to follow.
      • Create an unlimited number of Matter Templates.

      For more, including a short video, see: Automate and streamline your case management workflow with Matter Templates.

      Ed Case, Lead UX/UI Designer, talks design

      See full interview: New Elegant Interface for Legal Practice Management: An Interview With Rocket Matter’s Lead Designer.

      Share post:

      Subscribe to our Newsletter & Stay up to date with the latest articles, educational resources, and news.