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!
The beginning of a new year brings so much hope. You vow to be a healthier, kinder, more focused, balanced version of you. You make resolutions, and you’re all gung ho to stick with them. And then reality sets in. Turns out that only 8% of people actually follow through and achieve success with their […]
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 […]
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:
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 […]
It’s that time of year again where you need to analyze your yearly activity. Rocket Matter gives you the tools to run analytics that document your annual income, hourly activity and expenses. Check out our Payments Received Report for a full overview of all payments made to your firm. Rocket Matter: Keeping you in the know!
Document automation allows lawyers to easily convert existing documents into flexible, automated forms which, in turn, helps them draft matter-specific documents with ease. This process can help a law firm provide services faster and more efficiently than ever before. Still not using a document automation software in your law firm? Take a look at these […]
Rocket Matter gives you the ability to select an invoice template for the entire firm AND to customize templates for specific matters. Within your firm, are there groups of attorneys that handle specific cases? If so, you may want to customize the invoice template specifically for that group. Do you and your partner like different […]
Rocket Matter’s conflict check can help you narrow down the possibilities of a conflict of interest. Be sure to develop a procedure in which you consider all possibilities; for instance, don’t just search for current client’s, search for past, prospective and declined client’s as well. Consider searching for opposing parties, witnesses or insurance companies. As […]