legal case management automation

Case Management Automation: Document Folders, Matter Templates

& Permissions

Core Case Management Functionality •  Task & calendar management by case. •  Matter & User Dashboards tracks time and expense.

•  Unlimited document storage and automation

•  Matter Templates to automate workflows for handling different types of cases.

•  Role-Based User Permission

•  Client Portal enables secure communication with clients including sharing documents and other files.

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Useful Case Management Tools:

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Matter Templates Automate your checklists and workflows

Document Folders

User Permissions

Organize related documents for easy access and paperless filing

Restrict “Of Counsel” users’ access to certain functions

Setting up your Matter Templates

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•  Case Types & Descriptions

•  Common Characters & Fields

•  Use Existing Checklists

•  Events, Tasks, Deadlines

Think about what’s the same, and automate it!

Managing Matter Templates

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•  Create as many as you need

•  Helpful for busy firms

•  Takes Checklists Paperless

Takes time up front, but it saves time and mistakes!

A Rocket Matter Family Law Attorney Gets a Call from James Jordan…

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The Jordan Family

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•  Apply “Contested Divorce with

Child(ren)” Matter Template

•  Add Relevant Documents from

Client using Document Folders •  Restrict User Permissions for

Contract Attorney

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Nefra MacDonald nefra@rocketmatter.com

888-432-1529 | www.rocketmatter.com

Tim Baran tim@rocketmatter.com

Thank you from your presenters!