declutter

Spring Cleaning: How to Declutter and Organize Your Law Office

  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 […]

credit card on file

Wednesday Wisdom- Saving a Credit Card on File

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 […]

internal messaging communicator

Wednesday Wisdom- Leverage Internal Messaging with Communicator

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 […]

lean law firm workshop

How Do You Stack Up? Takeaways from our Lean Law Firm Workshop

  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 last week in a half-day collaborative workshop in Columbia, South Carolina. We split up our curriculum into small, digestible chunks, interspersed with exercises and discussions […]

add new button

Wednesday Wisdom- The “Add New” Button

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!

customizable dashbaords

Wednesday Wisdom-Customizable Dashboard

Rocket Matter gives you the ability to customize your dashboard so that you see your information in the way that works best for you. Choose from “Task centric” or “Calendar centric” modes. All the data on the dashboard will remain the same, except for the arrangement of your personal calendar and tasks, those will differ […]

new year's resolutions for lawyers

5 New Year’s Resolutions for Lawyers in 2019 (Infographic)

Did you know that only 8% of people actually follow through and achieve success with their New Year’s resolutions? As a busy lawyer, sticking to realistic resolutions can go a long way to help keep you and your law practice strong and profitable. Check out these five (totally achievable) resolutions for lawyers in 2019:

intelligent phone messages

Wednesday Wisdom- Intelligent Phone Messages

Did you know that when you take a message in Rocket Matter, our intelligent software will automatically create a contact record for you if the caller is not already a contact?  This extra step enables you to capture the caller’s data and it ties the message directly to the contact record for future reference. Intelligent […]