Help clients leave a meaningful legacy
When you’re working with estate planning clients, it’s not just a matter of delivering results for today. Your work impacts end-of-life plans, long-term care arrangements, and the legacy they leave behind for family and loved ones. Stay organized and efficient with Rocket Matter’s comprehensive practice management software so you can focus on delivering the highest quality legal services possible.
Legal practice management for estate planning firms
Whether helping a client draft durable powers of attorney or supporting beneficiaries as a trustee, estate planning requires care, compassion, and diligent attention to detail. Rocket Matter’s robust, intuitive features allow you to deliver exceptional legal services, so your clients feel supported.
- Streamline document creation and sharing
Estate planning lawyers are serious document professionals. Rocket Matter gives you all the tools, including unlimited storage and two-way document sharing. Our efficient document assembly features merge customized legal templates with client and matter data to create documents in seconds.
- Create consistent workflows and automate busy work
Having standard processes and practices for your estate planning legal practice reduces busy work, but more importantly, it ensures your clients’ documents are airtight, error-free, and compliant. Create workflows and phases for matters, and utilize Kanban boards to eliminate productivity-draining bottlenecks.
- Share information seamlessly with clients and colleagues
In a document-heavy practice area like estate planning, easy file-sharing and e-signature are critical. Powered by LexShare, Rocket Matter makes it as simple as one click to send and request client documents and signatures.
- Offer convenient payment options
Whether you’re helping a young family establish guardianship in their estate plan or a retiree set up a trust to protect their assets in their golden years, one thing is the same: all clients want flexible payment options. Rocket Matter supports flat fees and other alternative arrangements, and clients can quickly pay online with a credit card thanks to Rocket Matter Pay.
Explore where Rocket Matter can take your law firm—including Rocket Matter Premier
Sign up for a no-obligation trial and see what advanced functions like role-based permissions, business intelligence, and customizable billing rules can do for your law firm.
Trusted by Law Firms Since 2008 for Unparalleled Product & Service
"Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up. The ease in using this software makes working to track time spent on cases flawless."
The Peterson Law Firm
Sinsheimer & Associates
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