Legal Case Management Automation
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Transcript of Legal Case Management Automation
![Page 1: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/1.jpg)
Case Management Automation: Document Folders, Matter Templates
& Permissions
![Page 2: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/2.jpg)
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.
888-432-1529 | www.rocketmatter.com
![Page 3: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/3.jpg)
Useful Case Management Tools:
888-432-1529 | www.rocketmatter.com
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
![Page 4: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/4.jpg)
Setting up your Matter Templates
888-432-1529 | www.rocketmatter.com
• Case Types & Descriptions
• Common Characters & Fields
• Use Existing Checklists
• Events, Tasks, Deadlines
Think about what’s the same, and automate it!
![Page 5: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/5.jpg)
Managing Matter Templates
888-432-1529 | www.rocketmatter.com
• Create as many as you need
• Helpful for busy firms
• Takes Checklists Paperless
Takes time up front, but it saves time and mistakes!
![Page 6: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/6.jpg)
A Rocket Matter Family Law Attorney Gets a Call from James Jordan…
888-432-1529 | www.rocketmatter.com
![Page 7: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/7.jpg)
The Jordan Family
888-432-1529 | www.rocketmatter.com
![Page 8: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/8.jpg)
• 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
![Page 9: Legal Case Management Automation](https://reader034.fdocuments.net/reader034/viewer/2022042723/587cd1c01a28abfa018b7e01/html5/thumbnails/9.jpg)
Nefra MacDonald [email protected]
888-432-1529 | www.rocketmatter.com
Tim Baran [email protected]
Thank you from your presenters!