Unburdening a do-it-all solo practitioner
As a small firm, Charles was the chief cook and bottle washer and he was constantly trying to solve for the problem of getting work out to his clients, promoting his practice, and addressing the numerous administrative tasks of running a small business.
I pay dearly when the administrative side crowds out paying work.
“My initial thought in looking into Rocket Matter was to improve my billing practices,” says Charles. “Prior to Rocket Matter I used billing software, resident on my hard drive, that for the most part I was pretty happy with. But it still would take me several hours to get my billing done.” After giving Rocket Matter a test drive, Charles chose the cloud-based law practice management software to manage his practice. More than just legal billing, Rocket Matter provided an online solution for invoicing, calendar, tasks management.
“Now I find that I can get the billing done in sometime less than an hour,” says Charles. “This is obviously a huge timesaving factor for me. And because Rocket Matter is in the cloud, there is no additional cost or time wasted with software updates.”
Law practice on the go
Charles travels every month and Rocket Matter allows him to capture time, manage tasks and calendar appointments, and bill on the go by logging into a computer or using the native iOS app.
Charles explains, “It’s an advantage for me while I’m away to be able to log into Rocket Matter on my iPad and enter my time. No more writing time on my legal pad and waiting to enter it when I get back to the office. And no more losing time because I have lost my notes.”
“I am also able to access client documents on Rocket Matter away from the office – again improving my efficiency and access to documents. I would like to be able to use Rocket Matter on my Android phone, which I’m pleased to hear is coming soon,” Charles adds. But with the iPad which I always carry with me, it’s not a big deal.”
Improved client service
“When I am on the road or in the office, client service is improved,” says Charles. “No more telling the client that I will have to take care of it when I get back to the office. Clients have complimented me on my responsiveness — so far I haven’t admitted that Rocket Matter is backstopping me!”
I am very pleased with the efficiencies Rocket Matter has created for me.
Integration with third-party applications
From document assembly to trust accounting, and integrations with popular third party applications such as Dropbox, Evernote and Google Calendar, Rocket Matter gives solo attorneys and small to mid-size firms, the tools they need to effectively manage their practice. “The integrated nature of Rocket Matter gives me peace of mind knowing that I can find my calendar, take care of my emails, and find client documents all in one place,” says Charles.
Charles integrates his calendar and email with Rocket Matter and coordinates Dropbox documents. He’s still waiting to check out some of the other third-party integrations. “My feeling is that I have not even scratched the surface with Rocket Matter,” says Charles.
Finally, I would also say that your training webinars help considerably with my use of Rocket Matter. Keep them coming!