legal case management automation
TRANSCRIPT
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…
888-432-1529 | www.rocketmatter.com
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
888-432-1529 | www.rocketmatter.com
Nefra MacDonald [email protected]
888-432-1529 | www.rocketmatter.com
Tim Baran [email protected]
Thank you from your presenters!