There are countless reasons to go paperless: Better mobility, less clutter, increased savings, tighter security, improved client service and environmental friendliness among other benefits.
Here’s how Rocket Matter helps you manage daily workflows and organize client files so that you, too, can go paperless.
Digitize Your Documents.
Law firms can quickly digitize documents by scanning them directly from a Fujitsu ScanSnap iX500 or iX100 scanner, or even the ScanSnap app, to Rocket Matter. You can then immediately access your documents through Rocket Matter’s powerful legal practice management platform. This seamless integration helps you capture time, improve billing efficiency, boost revenues, and communicate with clients.
After uploading your documents to Rocket Matter with ScanSnap, take advantage of our powerful document organization. For instance, you can create folders, sub-folders, and tags to help you find the files you need quickly and easily.
Take Advantage of Document Storage and Assembly.
Rocket Matter also offers unlimited document storage, while its Document Assembly feature allows users to merge legal templates with client and matter data stored in the system. This saves you a ton of time: It’s much quicker to produce a document with a few clicks instead of having to dig around looking for a similar document, open it, and then copy the information you need into a new document. Plus, it reduces the risk of making errors.
Another bonus: Rocket Matter integrates with third-party applications such as Dropbox, Box, and Evernote, so law firms can easily attach documents and notes to the appropriate matter.
Communicate with Clients.
Share the documents, invoices, and calendar events with clients through our secure client portal. Your clients will have access to the documents, invoices, and calendar events you send with theirEach client will have their own unique login. This eliminates the need for printing and mailing or faxing documents. Your clients will not only have access to documents but also to their invoices and any related calendar events you decide to share. Again, no paper is involved.
Enjoy the Benefits of a Virtual Receptionist.
Powered by Ruby Receptionists, Rocket Matter’s built-in phone-messaging feature enables effective communication without using paper. You can send phone messages by clicking a telephone icon that provides a pop-up window in which you can enter details of the call in the appropriate fields (such as client’s name, matter, and the actual message.) Ruby will automatically sync all of your firm’s calls, voicemails, and messages with Rocket Matter, saving you a lot of time by helping you avoid boring administrative work. They’ll also record the time you spend on each call, so you can bill accurately for them.