Rocket Matter Office Management (2024)

One of many strongest circumstances for regulation follow administration software program (LPMS) is that it understands how authorized professionals work. Observe administration software program excels the place Outlook or the Google Suite fails as a result of an LPMS works throughout the idea of a “matter,” one thing distinctive to the authorized market. An LPMS combines a number of in any other case disparate knowledge—emails, notes, paperwork, cellphone messages, calendar appointments, and extra—underneath the umbrella of 1 collective (e.g., Smith v. Jones or the Thomas property plan).

If an LPMS stopped there, it will nonetheless be a boon to authorized professionals. However nice, modern follow administration software program like Rocket Matter reaches past the mere recreation of a casefile folder. Rocket Matter contains complete LPMS options and supercharges these options with strong challenge administration and reporting, obtainable to Rocket Matter Professional and Premier clients.

Handle Issues Visually with Kanban Boards

For instance, in a household regulation follow, one may need the next phases (i.e., columns) arrayed left to proper throughout the display screen:

• Put together Preliminary Filings
• Short-term Reduction
• Discovery
• Mediation
• Pre-Trial Discovery
• Trial
• Closing

As you’re employed every household regulation matter, you progress the cardboard from left to proper throughout the Kanban board columns because the matter progresses towards a conclusion. Skilled household regulation practitioners might discover a few issues instantly: (1) these seven phases are extreme for some circumstances (e.g., an amicable “no youngsters, no property” dissolution) and inadequate for others, and (2) issues might “bounce” backwards and forwards between phases—it’s not a linear path ahead. Rocket Matter’s Kanban boards deal with each issues.

You possibly can customise the respective phases for every matter sort. A household regulation lawyer possible has a number of matter sorts, akin to divorce, dissolution, custody, post-decree, and extra. Every matter sort possesses its personal distinctive set of statuses, all customizable by the agency to fulfill how they work. Moreover, the Kanban view accommodates a matter card transferring from anybody standing, which Rocket Matter calls “swimlanes,” to another standing. You could possibly transfer a matter’s card instantly from discovery to trial or flip backwards and forwards between discovery and mediation a dozen occasions, if crucial. Rocket Matter constructed its Kanban boards with the flexibleness to handle issues how you’re employed.

Along with managing your matter workflow visually, Rocket Matter’s Kanban view additionally enables you to:

• filter the displayed issues by main the lawyer;
• view the entire days a Matter has been in its present standing;
• filter the board to see issues by consumer;
• filter the board by matter well being (has “sat” in a standing too lengthy, based mostly on timeframes you set); and
• bounce on to a matter’s dashboard by clicking its card.

These boards, a part of Rocket Matter’s strong authorized challenge administration platform, provide a visible snapshot of case statuses, selling effectivity and collaboration with their easy-to-use, customizable structure.

Undertaking Administration and Highly effective Reporting

Kanban boards are however one a part of Rocket Matter’s sturdy toolbox of authorized challenge administration capabilities. Different challenge management-specific options obtainable to Professional and Premier clients depend on the matter standing to:

• make calendar calculations distinctive to every standing;
• add customized duties that seem when a matter reaches a standing; and
• show particular customized knowledge based mostly on the matter standing.

These and different highly effective automation capabilities relaxation on understanding and utilizing matter templates.

Rocket Matter pairs superior reporting and enterprise intelligence together with these status-based workflows. As a Premier buyer, dive even deeper into your matter and challenge administration knowledge with Rocket Matter’s Enterprise Intelligence Module (BIM). With the BIM, your agency can overview all forms of knowledge throughout issues, actions, contacts, and billing info. Utilizing easy “drag and drop” steps, you’ll be able to simply create experiences that provide exceptional insights into your agency, its processes, case dealing with, and financials. Learn this earlier article on Lawyerist to know extra in regards to the BIM and the way it might help you see extra clearly.

Get Began with Kanban, Undertaking Administration, and Superior Reporting

Rocket Matter affords an unequalled mixture of strong LPMS capabilities, challenge administration instruments, that includes user-friendly Kanban boards, and extremely succesful enterprise intelligence reporting to attract significant, actionable conclusions to spice up your small business. If you wish to construct a greater follow by elevating your agency’s productiveness and strategic perception, go to Rocket Matter’s website to study extra about their complete resolution.

Final up to date March 14th, 2024