Rocket Matter https://www.rocketmatter.com Making the Lives of Lawyers a Whole Lot Easier Fri, 17 Aug 2018 11:53:03 +0000 en-US hourly 1 A legal podcast featuring business, tech, and all things to make law firms more profitable. The 10 Minute Law Firm Podcast is informative, entertaining, and if you find it absolutely horrible, it will be mercifully over soon. Your host is Larry Port, CEO of Rocket Matter, who has worked with thousands of firms to improve their efficiency and bottom line. Rocket Matter, LLC clean Rocket Matter, LLC info@rocketmatter.com info@rocketmatter.com (Rocket Matter, LLC) Making the Lives of Lawyers a Whole Lot Easier Rocket Matter http://media.blubrry.com/10_minute_law_firm_podcast/content.blubrry.com/10_minute_law_firm_podcast/10_Minute_Law_Firm_Podcast.jpg https://www.rocketmatter.com 77784083 Lawyers Share How They Stay Profitable https://www.rocketmatter.com/legal-billing/lawyers-share-how-they-stay-profitable/ https://www.rocketmatter.com/legal-billing/lawyers-share-how-they-stay-profitable/#respond Fri, 17 Aug 2018 11:53:03 +0000 https://www.rocketmatter.com/?p=27058   Want to know how to boost your bottom line? (Who doesn’t?) Of course, in the legal profession, that’s easier said than done. However, we’ve asked successful lawyers what has helped them improve their profitability. Here are their best tips: “The biggest tip I would offer is to turn as many of your firms expenses/liabilities as […]

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profitable

 

Want to know how to boost your bottom line? (Who doesn’t?) Of course, in the legal profession, that’s easier said than done. However, we’ve asked successful lawyers what has helped them improve their profitability. Here are their best tips:

“The biggest tip I would offer is to turn as many of your firms expenses/liabilities as possible into assets/investments. For example, after human capital (lawyers and support staff), the largest expense my firm has every year is rent. Many law firms choose to put their offices in fancy downtown buildings with views, but they never really stop to ask the question of if that makes sense for them or their practice. I run a volume based Social Security disability practice located in Ohio with five offices–one main office in Cleveland and four satellite offices. When choosing office locations, I always have tried to put myself in the midst of my best referral sources. Though it isn’t fancy (instead I have made it homey and fun!), my main office in Cleveland is right across the hall from the doctor’s office that does the most consultative examinations for disability applicants in Northeast Ohio, downstairs from one of the largest community mental health agencies in the city and attached by sky bridge to the rehabilitation campus for the county hospital. My rent in Cleveland is about 1/2  of what it would be in a tonier downtown location, but because of the incredible proximity to referral partners and walk-in traffic from the medical examiners across the hall, I easily earn 10X my rent payment in legal fees every month. Same thing goes for my satellite offices which are all located in medical office buildings with cheap rent and lots of referral potential.” —Michael Liner, a social security disability lawyer in Cleveland, Ohio

“Rocket Matter’s billing and time keeping features have increased my productivity and definitely increased my profits. Rocket Matter’s email integration has increased my ability to communicate with my clients and send out bills to my them.” —Robert Hoffman, who practices family, civil, and criminal law in New York and Florida

“Our firm use to price on a flat-fee model. We switched to pure hourly model, which allowed clients to try us out before committing to anything. The results are remarkable. Our acquisition for new clients is about 40% from world-wide leads from our web presence.  Additionally, the hourly model does help in developing a better client relationship. And that better relationship has led to more opportunity all around—we get vastly more referral work.” –Anthony E. Parent, a tax attorney in Wallingford, Connecticut

“Different types of law are profitable for different types of reasons.  I am a personal injury lawyer and work on contingency.  As a result, profitability is based on case selection.  If you agree to take on questionable cases and you lose, then you do not get paid for your time and you lose all the costs you advance on behalf of the client. Therefore, when in doubt about the chances of success, you turn the case down.  This ensures that personal injury lawyers spend their time on cases that will eventually pay and keeps them from going bankrupt.” —Scott Distasio, a personal injury lawyer in Tampa, Florida

“Our attorneys are enrolled into a sales training course. We have daily, one-hour meetings with the team where we rotate through the same content, practice it, and role play. We found that taking the time to practice it on a daily basis made our sales numbers grow tremendously. We were averaging three to five clients per month at first, averaging at $13,723. After seven months of this daily sales training, we got up to eight clients per month on a regular basis at $21,361 per month. We didn’t increase our marketing. We are just able to convert more potentials into actual clients and turn more ‘free consultations’ into money-making cases. We became more confident in ourselves and the services we offered!” —Melissa Breyer, who practices  family law and estate planning in Atlanta, GA

We have improved the profitability of our firm by having a solid set of data.  We track everything:  How the caller found us, their insurance policy information, case expenses, the speed at which we resolve the case, etc. Plus, we’re religious about it. Because we have trustworthy statistics, we are clear-eyed about where and how we can improve.  I don’t know how a business could make meaningful decisions otherwise.” —Justin Roberts, a personal injury lawyer in Tyler, Texas

“I started my solo practice thirteen years ago, at which time I was taking advantage of the traditional marketing opportunities available to a law firm on a budget— public speaking, writing for publication, and becoming active in local organizations.  But profits were coming much slower than I’d hoped.  That’s when I adopted my social media strategy: I spend at least an hour a day on social media. I don’t post frequently, but instead I search social media for people whom I’ve met, invite them to connect with me, and then periodically ‘like’ their posts.  I’ve found that this keeps me on my contacts’ radar screens when they are asked for a referral to an appellate lawyer.  It has been fantastically profitable for me, and it hasn’t cost me a penny.” —Chad Ruback, an appellate lawyer in Dallas, Texas

“To increase profitability we have scaled back pay-per-click advertising (PPC). We found it was becoming too expensive and eating into firm profits. Instead, we began to focus more on SEO which is essentially free. Plus, it’s more effective at bringing in new cases than PPC.  In other words, SEO is much more profitable.” —Chris Earley, a personal injury lawyer in Boston

“I opened my own law firm two years ago and have been profitable since day 90.  To increase my firm’s overall profitability, I initially invested a lot of time and energy putting into place processes and procedures so that every member of my team has a step-by-step guide on how to specifically execute their job duties.  The instructions are linked to form documents that are mergeable using case management software.  Having these processes and procedures along with mergeable form documents in place ensures that each member of my team can flawlessly execute their duties every day.  It also ensures that nothing falls through the cracks, produces a consistently high quality work product that pleases clients and frees me up to have more time to work ‘on’ instead of ‘in’ my business because they are not asking me ‘What do I do next?’ ten times a day on all of our cases.” —Chelsie M. Lamie, a personal injury lawyer in Safety Harbor, Florida

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Wednesday Wisdom: Request Retainer Funds in Rocket Matter https://www.rocketmatter.com/wednesday-wisdom/wednesday-wisdom-request-retainer-funds-rocket-matter/ https://www.rocketmatter.com/wednesday-wisdom/wednesday-wisdom-request-retainer-funds-rocket-matter/#respond Wed, 15 Aug 2018 11:59:41 +0000 https://www.rocketmatter.com/?p=27044 With the “Request Retainer” feature, you can easily request funds from clients without having to run an invoice. If using Rocket Matter Payments, clients can pay with a credit card, debit card, or eCheck. Payments are conveniently paid to your trust or operating account and with the click of a button, your Rocket Matter accounts […]

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With the “Request Retainer” feature, you can easily request funds from clients without having to run an invoice. If using Rocket Matter Payments, clients can pay with a credit card, debit card, or eCheck. Payments are conveniently paid to your trust or operating account and with the click of a button, your Rocket Matter accounts are automatically updated!

See how easy it is to request retainer funds in the video below:

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Ep 50: The Importance of Expense Reduction https://www.rocketmatter.com/podcast/ep-50-expense-reduction/ https://www.rocketmatter.com/podcast/ep-50-expense-reduction/#respond Tue, 14 Aug 2018 12:01:48 +0000 https://www.rocketmatter.com/?p=27042 On this week’s episode of the 10 Minute Law Firm Podcast, host Larry Port chats with Jeff Shavitz, CEO of LexCharge legal payment processing. Jeff talks about the idea of analyzing what you spend at your firm and how saving money is sometimes more important than new client revenue. You’ll also learn how the proper payment processing can […]

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On this week’s episode of the 10 Minute Law Firm Podcast, host Larry Port chats with Jeff Shavitz, CEO of LexCharge legal payment processing. Jeff talks about the idea of analyzing what you spend at your firm and how saving money is sometimes more important than new client revenue. You’ll also learn how the proper payment processing can save your firm a ton of money in the long run. This episode is a must for any busy attorney looking to increase savings and boost their bottom line!

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Legal Freedom Fighter Series: Angela Oh and Asian Americans Advancing Justice https://www.rocketmatter.com/freedom-fighters/legal-freedom-fighter-series-angela-oh-asian-americans-advancing-justice/ https://www.rocketmatter.com/freedom-fighters/legal-freedom-fighter-series-angela-oh-asian-americans-advancing-justice/#respond Thu, 09 Aug 2018 16:16:18 +0000 https://www.rocketmatter.com/?p=26863   We’ve seen it repeatedly throughout our history: When people’s rights are threatened, it’s the lawyers who step up to the plate. Some are true Freedom Fighters, and they deserve special recognition. That’s why each month, we will feature lawyers who are really making a difference. Today, we are proud to feature Angela Oh. Angela Oh is the senior […]

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Legal Freedom Fighters

 

We’ve seen it repeatedly throughout our history: When people’s rights are threatened, it’s the lawyers who step up to the plate. Some are true Freedom Fighters, and they deserve special recognition. That’s why each month, we will feature lawyers who are really making a difference.


Angela Oh - Freedom FighterToday, we are proud to feature Angela Oh.
Angela Oh is the senior attorney mediator for Asian Americans Advancing Justice and a nationally recognized expert on race relations. She was appointed by Bill Clinton to the President’s Initiative on Race to bring forth a public dialogue on race and race relations in America.  Prior to that, she was a named partner in Oh and Barrera, LLP for a decade and had developed a state and federal criminal defense practice, including representation of juvenile offenders.

Her current interest is in mediating disputes that arise out of alleged violations of California’s civil rights laws.  The cases she sees involve complaints about discrimination, harassment, hate crimes, denial of services and accommodations to persons who are in protected classes, including immigrants and people of diverse national origins.

Angela Oh is a native Angeleno, whose parents were among the earliest Korean immigrants to settle in Los Angeles.

Here’s the interview:

What was your most memorable case?
“My most intriguing case involved a double homicide in which my client was charged with matricide and sibling homicide. He was 17 at the time, and we did not have any option other than to try the matter.  This was intriguing because of the fact that such homicides were rare, the client was so young, and there was absolutely no history of mental illness or drug use. However, there were deep cultural issues and transference issues (his father was physically abusive and the mother was a trigger for that abuse.) Our defense focused on mens rea, and the trial ended in a ‘win’ in that there was no finding of first degree homicide.”

What is the goal of Asian Americans Advancing Justice?
“Asian Americans Advancing Justice is a national civil rights voice for Asian Americans and it provides a point of entry into national policy making and politics for the diverse communities identified under the rubric ‘Asian American.’  The organization is led by individuals whose talents are very critical to maintaining an informative, engaged, and active Asian American presence in the national consciousness.  There is a unique lens that is brought to all areas of policy work, including health, economy, higher education, civil rights, immigration, and administration of justice.  Most importantly, what I know is that the core of people at Asian Americans Advancing Justice  are very humble, determined, and committed individuals who see themselves working to better America, not just one segment of its population.”

What inspired you to become a lawyer in the first place?
“My interest in labor and health issues.  My training had been in public health, and my engagement around environmental health was piqued when I was working with a labor organization that focused on health concerns related to high-risk occupations (ones that could trigger irreversible diseases when workers inhaled, absorbed, or ingested toxins as they performed their jobs.) I was inspired to link the work environment and the community environment in advocacy around ‘right to know’ policies that were being advanced while I was studying public health.  My first job out of graduate school was with a labor organization in Sacramento that had won a federal grant to train workers about the health hazards that were invisible but highly toxic causing disease outcomes such as cancer, reproductive health problems, respiratory problems, and other disorders that could take years to manifest in a worker’s body.”

From an equal rights and racial justice perceptive, where do we stand today compared to previous years and decades?
“We are at a cross-roads.  The knowledge and experience with where the structural and institutional biases exist is readily available;  we are in conflict as a society over what steps can and should be taken in light of our commitment to the financial and political framework we have today.  Poor people are being sacrificed as are immigrants and other segments of society that are vulnerable because of historic bigotry and violence mis-directed from problems with money and corruption that taints politics, business, and the ability for individuals to participate in a democracy.

The complexities have grown because the advances in technology, telecommunications, travel—all make it very possible for local conflict to become international conflict.  This has affected the domestic lens when it comes to equal rights and racial justice.  For Asian Americans, the experience of having been rejected and then accepted (often depending on domestic economic health), of being perceived as both model and inscrutable, of having a wide range of diversity within what is called Asian American has contributed to creating unique challenges when it comes to a narrative about equal rights and racial justice.

Within this population, there are clear examples of deep divides that are unique due to the presence of communities with no common language (unlike Latin-x communities), no common history (indeed, often at odds in native lands), no common migration story (range of stories go from farm/plantation labor to extreme capitalist investors) and no common experience or touchstone in the U.S. (Chinese felt exclusion acts, Japanese felt incarceration, Koreans felt urban unrest, for example).

Today, there is more cohesion as Asian Americans in the current generation understand a collective history in the U.S., have engaged in all levels of political expression, and have become conscious of Asia’s rising world influence. These are a few key dynamics that have caused Asian Americans to see that the political construct created to put the diversity of Asia under a single rubric in the U.S. can be leveraged to advance justice and decency.”

What challenges do you face today that you never encountered before?
“Today, the challenge is to stay engaged in a meaningful way to support the next generation of lawyers who appreciate the deep connections between and among those whose families migrated to this country.  To support those who want to pursue the vision of equality, dignity, and opportunity that is promised by the nation and to provide insight into the justice system, which is a key institution that is meant to provide a means for this pursuit.”

You’ve had so many successes. Which one stands out the most for you?
“In the realm of politics, it’s starting the conversation on a national level with the White House on race and racism and its effects on this society.  The experience of engaging, opening this conversation, and meeting so many incredible people across the country who are dedicated to building understanding and expanding opportunities to learn from one another was an experience that counted for me as a personal success.”

If you could give one piece of advice to other lawyers across the country, what would you say?
“Include in your daily routine, a moment (or several moments) to see something beautiful in your world.  Don’t miss the opportunity to contribute something beautiful as well.”

If an attorney wants to get involved in social justice, how can they get started?
“Contact Asian Americans Advancing Justice or any other organization in your local community that is involved in serving the community. Show up at the next opportunity and learn.”

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Wednesday Wisdom: Stay in the Loop with Your Matter Stream https://www.rocketmatter.com/wednesday-wisdom/wednesday-wisdom-stay-in-the-loop-with-your-matter-stream/ https://www.rocketmatter.com/wednesday-wisdom/wednesday-wisdom-stay-in-the-loop-with-your-matter-stream/#respond Wed, 08 Aug 2018 12:47:10 +0000 https://www.rocketmatter.com/?p=27027 Stay in the loop with Rocket Matter’s Matter Stream! On top of your matter dashboard, you will notice an area dedicated to updating you on the recent activity of your matters. Items that appear in your matter stream are: -New tasks -New events & -All billable entries You can even post messages in the matter […]

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Stay in the loop with Rocket Matter’s Matter Stream!

On top of your matter dashboard, you will notice an area dedicated to updating you on the recent activity of your matters.

Items that appear in your matter stream are:
-New tasks
-New events &
-All billable entries

You can even post messages in the matter stream yourself as a way to communicate with your co-workers and those who are actively working on the case!

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Blockchain and its Impact on the Legal Industry https://www.rocketmatter.com/technology/blockchain-and-its-impact-on-the-legal-industry/ https://www.rocketmatter.com/technology/blockchain-and-its-impact-on-the-legal-industry/#respond Fri, 03 Aug 2018 13:09:16 +0000 https://www.rocketmatter.com/?p=26895   Many experts say that the blockchain revolution is in full swing. Google search requests for the keyword “blockchain” have skyrocketed, cryptocurrency—blockchain’s most well-known tool—was the focus of a public discussion held by the U.S. Senate, and about a dozen companies have added blockchain to their name earlier this year and, in turn, saw their share prices […]

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blockchain

 

Many experts say that the blockchain revolution is in full swing. Google search requests for the keyword “blockchain” have skyrocketed, cryptocurrency—blockchain’s most well-known tool—was the focus of a public discussion held by the U.S. Senate, and about a dozen companies have added blockchain to their name earlier this year and, in turn, saw their share prices soar.

So, what exactly is blockchain and how will it impact the legal industry?

As the name suggests, a blockchain is a chain of blocks, explains Kyle Fournier of CryptoManiaks, a cryptocurrency and blockchain education platform. “With the aid of cryptography, each new block in a blockchain holds information about the block that came before it, continuing all the way to the first block, which is the ‘genesis block.’ Since each block validates the previous block, blockchains are virtually immutable; they cannot be changed, rewritten, or tampered with in any way without something going seriously, seriously wrong.”

When we hear the word ‘blockchain,’ we typically think of using them to store financial transaction data, but because blockchain technology is so powerful and versatile, its potential is vast and it is being adapted for many different uses.

“The legal industry, for example, has a reputation for being bogged down by gross inefficiency,” says Fournier. “When people think of law firms, reams of paper and cumbersome time delays come to mind. Blockchain technology gives us the means to make all of our processes more efficient. Once they are widely adopted, blockchains are sure to drastically cut inefficiency from the legal industry.”

According to Todd Kartchner, vice chair of litigation at Fennemore Craig, P.C., in Phoenix, “One way in which law firms will see increasing use of blockchain is through smart contracts.  Smart contracts are self-executing agreements that parties encode into blockchain, which is decentralized, but accessible to all participating parties.  Parties can exchange anything of value, including money, property, stocks, etc., while eliminating the need for intermediaries like escrow agents or notaries.”

Kartchner anticipates that smart contracts will soon be utilized with greater frequency because they are often faster, cheaper, and more secure than traditional transactional mechanisms. Impressed by the secured power of the technology, he expects that eventually many types of legal matters such as property records, court filings, and transfer of funds to clients will leverage blockchain.

Another important process that Fournier predicts will be radically improved and streamlined thanks to blockchain technology is the cataloging and attribution of intellectual property. “Currently, lawsuits and disputes over the ownership of intellectual property  like patents, songs, and books are commonplace,” he says. “A number of blockchain-based projects are making it their goal to allow their users to easily register their intellectual property. Once registered, the permanent nature of the blockchain will make ownership over a piece of intellectual property indisputable.”

Alan Majer, CEO of Good Robot, a Toronto-based company that develops tech solutions for businesses, and contributor to the Blockchain Research Institute, also believes in a future of blockchain. “Blockchain offers a very powerful way to implement agreements, exchanges, and transactions in an automated way that you can trust. And because these contracts can handle transfers of assets, titles, and currency, they have real ‘teeth’ that extends to real world participants.”

What about putting your will on the blockchain? Majer proposes, “Imagine selling your assets, putting the proceeds in a cryptocurrency account, nominating a trusted person to signal the smart contract in the event of your death, and having the proceeds automatically dispersed to the wallets of your spouse or children exactly as you see fit.”

And what about consummating a real estate transaction? According to Majer, “A blockchain-based system could not only turn the title of a home into a digital asset, but it also could automatically link to things like credentials (indicating bank loan pre-approvals), and even distribute commissions to the relevant agents (whose relation to buyers and sellers could also be encoded on the blockchain).”

Over the long term, blockchain could serve to mitigate the more painstaking and time-consuming processes of law which could, in turn, reposition the role of a lawyer. “It may be less about going through the motions involved in fulfilment of contract, and instead helping to architect of trusted systems of exchange that support personal and business relationships,” says Majer.

 

Kristin Johnson is an executive and corporate communications professional, and founder of KSJ Communications, a communications and public relations firm. She consults with a diverse roster of clients spanning the technology, professional services, financial services, public sector, consumer, and healthcare industries. In addition to Rocket Matter, Johnson writes for various other publications as well.

 

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Wednesday Wisdom: Matter Templates Part 2 https://www.rocketmatter.com/wednesday-wisdom/wednesday-widsom-matter-templates-part-2/ https://www.rocketmatter.com/wednesday-wisdom/wednesday-widsom-matter-templates-part-2/#respond Wed, 01 Aug 2018 13:04:27 +0000 https://www.rocketmatter.com/?p=27017 Learn how Matter Templates tie into Rocket Project management. Start using Rocket Project Management today and stop guessing what stage your matters are in. Know with confidence!

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Learn how Matter Templates tie into Rocket Project management. Start using Rocket Project Management today and stop guessing what stage your matters are in. Know with confidence!

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Ep 49: Productivity and Continuous Improvement https://www.rocketmatter.com/podcast/ep-49-productivity-continuous-improvement/ https://www.rocketmatter.com/podcast/ep-49-productivity-continuous-improvement/#respond Tue, 31 Jul 2018 12:07:50 +0000 https://www.rocketmatter.com/?p=27013 On this week’s episode of the 10 Minute Law Firm Podcast, Nefra MacDonald speaks with Ed Case, the Product and UX Manager at Rocket Matter. Ed talks about how perfection is the enemy of the very good, and he explores the idea of continuous improvement. You’ll also learn about his favorite productivity feature within the Rocket Matter […]

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On this week’s episode of the 10 Minute Law Firm Podcast, Nefra MacDonald speaks with Ed Case, the Product and UX Manager at Rocket Matter. Ed talks about how perfection is the enemy of the very good, and he explores the idea of continuous improvement. You’ll also learn about his favorite productivity feature within the Rocket Matter platform. For busy attorneys—who usually are perfectionists themselves—this episode is a must!

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Rocket Matter Clients Share Their Best Productivity Tips: Part Two https://www.rocketmatter.com/product/rocket-matter-clients-share-their-best-productivity-tips-part-two/ https://www.rocketmatter.com/product/rocket-matter-clients-share-their-best-productivity-tips-part-two/#respond Fri, 27 Jul 2018 13:32:20 +0000 https://www.rocketmatter.com/?p=26956 Recently, some of our clients shared how they use Rocket Matter to boost their firms’ productivity. Now, a few more of our users want to chime in. Here are their best tips and tricks: “We utilize Rocket Matter in a variety of ways to improve productivity, including auto-populating forms’ templates, streamlined multiple Trust Accounts tracking, and […]

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rocket matter users share productivity tips

Recently, some of our clients shared how they use Rocket Matter to boost their firms’ productivity. Now, a few more of our users want to chime in. Here are their best tips and tricks:

“We utilize Rocket Matter in a variety of ways to improve productivity, including auto-populating forms’ templates, streamlined multiple Trust Accounts tracking, and inter-office team collaboration to increase efficiency and work product quality.” —Kevin Murphy, co-founder and managing partner of Murphy Jones APC, a civil litigation and administrative license law firm in San Diego and Las Vegas

“I apply the principles of Getting Things Done (GTD) in using Rocket Matter. For example, I use Tags for GTD Contexts. Matters are the GTD Projects. Tasks are GTD Next Actions. Weekly reviews are accomplished by reviewing a list of all current Tasks and all open Matters.” —Steve Weaver, an entertainment lawyer in Nashville, Tennessee

“One of the most powerful features of Rocket Matter is the Outlook plugin. This little add-on makes it so that users can easily upload email and their attachments to a client’s matter with just a few clicks. The reason this has been such a benefit to us is it allows parties that were not originally copied on an email or email with attachments to easily find that information. When you have more than one paralegal or attorney assisting on a case this can be an enormous benefit for establishing timelines and tracking down information and documents. Rocket Matter is the only non-server based program we could find that has this capability, and that was a major selling point for us.” —Daniel Lombardo, office manager at Arnold & Smith, PLLC, which covers a vast array of practice areas including family law, personal injury and bankruptcy in Charlotte

“Rocket Matter has put all our case information and calendaring in one place for quick access. Billing features have made it easier for our staff to track all the work they do. Having a case management system that is user-friendly has greatly increased our productivity.” —Liene Hawkins, a family lawyer at Phillips & Peters PLLC in Virginia Beach

“We have started using Rocket Matter tasks to organize our firm’s weekly case meeting. This has made the process much quicker, and it helps us make sure we are on top of all our tasks.” —Jim Bulger,  a personal injury and employment lawyer in Beverly Hills

“I use Rocket Matter to streamline timekeeping and billing. As a result my firm is more efficient, which directly benefits clients as more lawyer time and bandwidth is dedicated to service.” —Joshua C. Nathan, whose firm in Rye, New York applies advocacy and business insight to help clients solve problems and maximize opportunities.

“I save time by using [document automation] forms. It takes little effort to create forms for pleadings or contracts that you use over and over. Simply take the form that you would ordinarily use, and insert merge codes where the variables are normally inserted. Next, make a list of the names that you gave the merge codes, such as “Style” “CertService” “Client Designation” (Plaintiff, Defendant, Petitioner, Respondent, Buyer, Seller, etc); “1-Plaintiff” and 2-Plaintiff”, etc., (in case you have a case with more than one Plaintiff); “LegalDescription” (for deeds, mortgages, suits involving real property); “County” and “Circuit” (if you handle cases in more than one county).

When you have a new matter, such as a suit that you are filing, you can input the Name of the applicable Merge Codes, such as “1-Plaintiff “, “1-Defendant””, and “2-Defendant”, typing the variables (the Plaintiff’s and the Defendants’ names) next to the Merge Codes. You only have to do this once for each matter. Then you can tell the Rocket Matter program to merge whichever forms you need for that matter, such as your Style, Certificate of Service, Summons, Complaint, Designation of E-Mail Address, Notice of Appearance, etc.

Your Complaint, and some other forms, will probably need to be revised to add allegations applicable to each particular case. But you don’t have to retype the common variables over and over. Further, by using the timer as I work on a matter, I don’t lose billable hours. That is important if you want a profit left over after paying your firms bills.” —Sherman Brod, a trial attorney in Tampa

“Rocket Matter is amazing. It’s very user-friendly, and it has helped my firm tremendously. You can sync your Dropbox files, your calendars, and more. It’s very well-designed.” —Eduardo Ayala Maura, founder of Ayala Law PA, a firm that focuses on immigration, real estate, business services, and litigation in Miami, Florida

“We use one of the foundational elements of Rocket Matter to help with productivity: Time keeping. For many years we did not track time—I just really did not want to do it as most of our clients are flat fee. But the fact of the matter is that in order to measure our output, to determine how long it takes us to complete certain matters, and to measure my team’s performance we needed to start time tracking regularly. Rocket Matter makes it so easy to do this. Plus, I really love the ability to use that data to make sure I am hitting the amount of billable hours per day/week on the dashboard as it allows me to pull reports on my team’s productivity.” —Rachel Schaffer Lawson, owner of Schaffer Law Firm, PLLC, which focuses on helping small businesses and food service businesses in Nashville, Tennessee

The post Rocket Matter Clients Share Their Best Productivity Tips: Part Two appeared first on Rocket Matter.

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Wednesday Wisdom: Streamline Your Workflow with Matter Templates https://www.rocketmatter.com/wednesday-wisdom/wednesday-wisdom-streamline-your-workflow-with-matter-templates/ https://www.rocketmatter.com/wednesday-wisdom/wednesday-wisdom-streamline-your-workflow-with-matter-templates/#respond Wed, 25 Jul 2018 12:42:58 +0000 https://www.rocketmatter.com/?p=26990 Rocket Matter makes it easy to automate your workflow by utilizing Matter Templates! If you find yourself inputting the same tasks, events, and custom fields over and over again for each matter, then matter templates are exactly what you need. Besides saving you loads of time, you’ll be able to reduce errors and omissions by creating well-thought-out templates. 

The post Wednesday Wisdom: Streamline Your Workflow with Matter Templates appeared first on Rocket Matter.

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Rocket Matter makes it easy to automate your workflow by utilizing Matter Templates! If you find yourself inputting the same tasks, events, and custom fields over and over again for each matter, then matter templates are exactly what you need. Besides saving you loads of time, you’ll be able to reduce errors and omissions by creating well-thought-out templates. 

The post Wednesday Wisdom: Streamline Your Workflow with Matter Templates appeared first on Rocket Matter.

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