Wednesday Wisdom: Manage Your Weekly Meetings More Efficiently
Law firms want to stay organized and efficient when working with heavy caseloads. Weekly meetings require an easy way to track what tasks need to be completed and when.
Proactive task and billing management can help you stay on top of your firm’s overall progress. Here’s how to access two Rocket Matter reports that can be useful during those weekday firm wide meetings:
1. To view Rocket Matter reports, sign into your account. Click on the Admin section.
2. Click on More, underneath the Reports heading.
3. Our Active Matters Task report was a customer feature request that we recently launched. Find this report at the bottom of the page and select it. The report prioritizes all tasks by client matter. All open matters with tasks assigned to them will populate. Feel free to view tasks by who created the task, who assigned the task, the due date, or the billable units. You can also export the list if you wish.
4. Our Matter List report allows you to view all open, completed, and closed matters. This report allows you to view the details of the matter, current balances, and most recent activity. This list could be very useful during a weekly law firm roundup meeting.
For a list of other powerful Rocket Matter reports, check out our FAQ page. Using your Active Matters Tasks report to prioritize and manage your weekly meetings and events will enable you to manage your firm’s schedule more efficiently. For more tips on getting the most out of Rocket Matter, stay tuned for more Wednesday Wisdom posts.