
Watch the walkthrough of the newest NextGen updates that reduce manual work, accelerate collections, and help your team stay on top of productivity and financials.
From AI-powered grid filtering and timekeeper targets to automated invoicing and real-time bank alerts, this session will help you quickly spot what’s useful, see it in action, and start putting it to work right away.
AI filters in grids to find answers across matters, invoices, and more using plain-English queries
Timekeeper targets to set and track billable hour goals with real-time progress updates
Automated invoices and reminders to keep billing on schedule and AR moving without manual follow-up
Bank feed notifications to catch unmatched transactions and disconnects the moment they happen
Watch now and walk away knowing exactly what changed and how to use it.
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James is Rocket Matter's Growth Specialist who has helped dozens of firms incorporate CRM best practices into their firm's intake process and is passionate about finding solutions for law firms that streamline their practice. Born and raised in Brooklyn, New York, he moved to Denver, Colorado in 2014, with heavy interests in the outdoors, music, traveling, and music.
Erica Birstler is the Vice President of Product Communications at ProfitSolv, the parent company of Rocket Matter. ProfitSolv delivers the right software products for law firms and other professional service industries to allow them to be more efficient and achieve greater profitability.
Erica's degree is in Business Administration and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.

Erica Birstler is the Vice President of Product Communications at ProfitSolv, the parent company of CosmoLex. ProfitSolv delivers the right software products for law firms and other professional service industries to allow them to be more efficient and achieve greater profitability.
Erica's degree is in Business Administration, and she has nearly a decade of experience in the legal software industry, catering to the specialized technology needs of small to mid-sized law firms. Erica has given numerous presentations across North America on legal technologies such as law practice technology management, cloud computing, and legal billing & trust accounting compliance.
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