Rocket Matter Legal CRM

• Build with the Right Tools
  Building a successful law firm starts by building strong client relationships. Having the right legal CRM tools in place is critical. Standard practice management software is not designed with lead management or client interactions in mind and generic CRM tools are simply not built for the way law firms work.
• Streamline Client Follow-ups
  Stop wasting staff and prospective client time playing "phone tag." Instead, send a digital message -- email or text -- directly to your leads after you miss a call or email. Rocket Matter CRM can immediately send personalized, follow-up messages via email or text to your contacts. This means prospects feel like you're engaging directly with them and are less likely to look elsewhere just because you were unable to pick up the phone.

Automate Tedious Marketing Tasks

• Automated Workflows & Reporting
  Create a more efficient and effective marketing process by using automated workflows. From lead to successful client, you'll be able to track the progress of every contact at a glance. View reports of your productivity, case metrics, and new sign-ups in a single tool with Rocket Matter CRM.
• Email Drip Campaigns
  Be your clients' first choice for legal services by staying top-of-mind. With Rocket Matter CRM, you can establish automated email drip campaigns that send personalized messages directly to multiple contacts. Keep your leads warm with customizable emails and guide them on the journey to becoming happy, returning clients.
• Text Messaging Campaigns
  Nearly 98% of all text messages sent by law firms to their clients and prospects are read. Everybody is on their phones. If you want to get in front of prospective clients, make sure you're where everybody is at by sending automated text messages.Text messaging automation is built directly into Rocket Matter CRM. This allows your staff to build text messages from your computers and send them directly to multiple contacts.

Improve Your Legal Client Intake Process

• Eliminate Wasted Time on Data Entry
  Rocket Matter CRM handles tedious client entry data entry tasks automatically so your staff can focus on billable work and client priorities. Save money and time by letting your legal CRM software manage your data entry.
• Customized Online Forms
  Build intuitive and mobile-friendly client intake forms for your prospects. Rocket Matter forms fit your law firm's needs with customizable branding and field properties. It's easy to build custom intake forms for every practice area or case type to ensure you're gathering the right information from clients every time.
• One-Click Electronic Signature
  Simplify your signature process with Rocket Matter CRM. Utilize your legal CRM software to send documents and signature requests directly to clients. Streamlining the process for your staff and clients means you'll never have to waste time hunting down clients for a signature again, and signed documents are securely stored and sorted for easy recordkeeping.

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