Imagine you’re leading a troop of twelve scouts on a wilderness trip. Your responsibility is to make sure that the children make it from point A to point B on their hike without anything terrible happening to any of them (like getting eaten by a bear!) You quickly discover that it doesn’t matter how […]
With Rocket Matter, you can send clients their invoices via email. Accessing invoices then becomes extremely easy and convenient for your clients! Access the matter ledger and know when the email has been opened, or send it again if necessary. This way, there is no confusion when it comes time to getting paid. Rocket Matter […]
Has your firm recently changed its name, phone number, or physical address? Update your firm’s contact information in Rocket Matter so that all invoices and correspondences reflect these changes. Just navigate to your firm’s contact record, make changes, and you’re all set! Learn more in this week’s Wednesday Wisdom:
Get a collections percentage for all invoices run on your matters. Results are categorized by primary attorney and matter. View all the invoices run, the collected amounts, costs and total revenue collections. Rocket Matter: Consistently providing you with actionable data. See it in action in this week’s Wednesday Wisdom:
Marie Kondo, author of The Life-Changing Magic of Tidying Up: The Japanese Art of Decluttering and Organizing, has it right: Decluttering your work space and home can immensely improve your life with balance, clarity, and overall wellness. As reported in The CheatSheet, “Kondo instructs every client to hold each item they’re attempting to tidy and […]
Meetings can be the single best way to align everyone in your Lean Law Firm. The following five strategic meeting types will get your entire team on the same page and keep your operational engine humming. Want to learn more about running a Lean Law Firm? Visit leanlawfirmbook.com.
Rocket Matter’s new ‘Card on File’ Feature allows you to safely store your client’s credit card information, via tokenization, for future use! Store as many cards as you wish and simply select the card you wish to use from the drop-down. With Rocket Matter Payments, receiving payments has never been easier! Learn more in this […]
Spend less time doing email and more time staying up-to-date with everything going on in your firm with Rocket Matter’s Communicator feature. With Communicator, a tool similar to Slack, you don’t have to leave Rocket Matter to chat with colleagues. You can share files, host video conferences, and associate your conversations with cases so you […]
Don’t you prefer it when CLEs are two-way discussions instead of one-way lectures? That’s what my The Lean Law Firm co-author, Dave Maxfield, and I provided to a group of attorneys in a half-day collaborative workshop in Columbia, South Carolina. We split up our curriculum into small, digestible chunks, interspersed with exercises and discussions to […]
Save yourself a ton of time with Rocket Matter’s global “Add New” Button. From anywhere within our desktop application, you can quickly and easily create new matters, contacts, events, and more without ever having to leave your current page. Just another way Rocket Matter makes your life a whole lot easier!