Automate and Streamline Your Legal Case Management Workflow with Matter Templates
Stuck creating the same tasks and events repeatedly for many matters? Rocket Matter makes it easy to save time and effort by automating your workflows with Matter Templates.
Create your own parameters for tasks and events and apply them automatically to whichever cases you select. Categorize your tasks by matter type—such as family law, personal injury, or criminal defense—or create and automate them by client or other classification. Your pre-defined workflow makes it simple to keep track of your “to-do” list at all times.