Automate Your Law Firm with Rocket Matter
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It’s no secret that automation can help lawyers run a more efficient practice. In fact, 23% of a lawyer’s job can be automated with existing technology! Automation can also provide your firm a competitive advantage because it allows you to focus more on client service and boosting profits rather than repetitive tasks. In this webinar, we’ll talk about common law firm tasks that could benefit from automation. We’ll also highlight the Rocket Matter features and existing technology that will help you accomplish this.
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Automate Your Law Firm with Rocket Matter
- 1. 888-431-1529 rocketmatter.com Automate your Law Firm With Rocket Matter
- 3. 888-431-1529 rocketmatter.com James Yoon, Esq. Wilson Sonsini Goodrich & Rosati “For the time being, experience like mine is something people are willing to pay for. What clients don’t want to pay for is any routine work.”
- 4. 888-431-1529 rocketmatter.com 23% of a lawyer’s job can be automated with existing technology.
- 5. 888-431-1529 rocketmatter.com Automation and Productivity Go Hand-in-Hand!
- 6. 888-431-1529 rocketmatter.com How Do You Know What to Automate? Keep a log of your firm’s daily activities for one week Research technology tools that may ease the administrative burden of each area of work Address each area of work with ideas for improved processes Organize activities into areas of work Decide what kind of resources you’re willing to allocate to improve the areas you’ve identified Set realistic goals for implementation, and give each project an owner and a deadline
- 7. 888-431-1529 rocketmatter.com Areas You Can Easily Automate: • Documents • Checklists and Workflows • Billing Procedures • Other Repetitive Tasks
- 9. 888-431-1529 rocketmatter.com Preparation for Document Generation • Locate documents you use repeatedly • Turn them into forms and save in a central repository • Establish a simple process to input client/contact information
- 10. 888-431-1529 rocketmatter.com Document Assembly Products
- 12. 888-431-1529 rocketmatter.com Automate Checklists and Workflows • Gather your paper checklists, or if you don’t have any, think of case types that you handle often • Standardize data fields, steps to bring to successful conclusion • Combination of tasks, calendar events, deadlines, and documents that need to be drafted • Critical information that you need to be able to work up a case • Plug into matter templates
- 13. 888-431-1529 rocketmatter.com Technology Tools to Help • Case Management Software - Calendaring, Tasks, Matter Templates, Custom Reports, Project Management • Rules-Based Calendaring Software • Microsoft Flow • Trello • Zapier
- 15. 888-431-1529 rocketmatter.com Consider Optimizing Your Billing If… • You spend more than a few days getting your monthly billing in order • You have to piece together your billing at the end of the month • You currently use snail mail to send out your bills • You have ever sent out an inaccurate invoice • You have clients who pay you the same amount every month (think retainers or flat fees)
- 16. 888-431-1529 rocketmatter.com Automate and Optimize Your Billing • Use your time and billing software to its fullest potential • Batch billing and setting up custom rates can eliminate the need to do it later • Bill As You Work • Payment Plans and Recurring Billing • E-mail invoice sharing and payment processing
- 18. 888-431-1529 rocketmatter.com 888-432-1529 www.rocketmatter.com Other Repetitive Tasks
- 21. 888-431-1529 rocketmatter.com Proofreading and Editing
- 22. 888-431-1529 rocketmatter.com Other Software • Hazel • Alfred • TotalFinder • Boomerang • SaneBox
- 25. 888-431-1529 rocketmatter.com Nefra MacDonald | nefra@rocketmatter.com Thank You!