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Introducing Rocket Matter Intake

Get rid of those forms and hand your clients an iPad for intake. Track your online marketing as well with our powerful new product.

Rocket Matter Intake automates the process of gathering new client information. It’s easy to set up and lives on your current website. Get rid of those forms and hand your clients an iPad for intake. Track your online marketing as well with our powerful new product.

All of the information gathered on through Rocket Matter Intake is funneled directly into the Rocket Matter CRM. From there, with the click of a button you can create engagement letters, wills, motions, or any of your commonly used legal documents.

Rocket Matter Intake integrates with Rocket Matter’s task functionality. When a visitor to your website fills out a form, you can specify who in your firm needs to follow up automatically.

Getting you up and running with Rocket Matter Intake is something one of our Customer Success Managers can help you with. We can help you integrate your client intake forms with your document templates, making your workflow as smooth as possible.