rocket matter intake - first glance - client intake forms for law firms

Intake

FOR INTERNAL USE ONLY

Rocket Matter Intake automates the process of gathering new client information.

FOR INTERNAL USE ONLY

Form info is instantly imported into Rocket Matter. Users are alerted through tasks.

FOR INTERNAL USE ONLY

Matters are created and custom field information is imported.

Once the intake information is in Rocket Matter, documents can be instantly created, time can be billed, and all of the

power of our practice management software can be leveraged.

Rocket Matter now offers end-to-end online client management, what we call our Law Firm Growth Universe.

Use Case - Intake

Firms can surface intake forms and expose them directly on their website for new clients and would-be clients to fill-out.

Use Case - Intake

Firms can hide intake forms and send links to new clients via email for them to fill out.

Use Case - Intake

Firms can hide intake forms and give new clients an iPad to fill out in their waiting room.

Use Case - Lead Generation

Firms can create forms for different marketing campaigns (email, tv, other advertising). They can then measure each campaign’s effectiveness using Rocket Matter.

Security

We use the same security standards for Rocket Matter Intake that we do for Rocket Matter the product.

For More Informationhttps://www.rocketmatter.com/intake/