Get probably the most out of Rocket Lawyer community utilizing Clio

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using rocket lawyer and clio

When you join Rocket Lawyer's On Call network, you are likely to get many new customers. This is good news for you and your company. However, if you don't use a practice management system to track this influx of new affairs, you're likely to spend more time than necessary on administrative tasks – and at the same time put yourself at greater risk of entering errors.

Practice management systems are designed for lawyers – they streamline the tasks specific to your practice and keep all corporate information organized and up to date. With cloud-based management solutions, you can take your practice with you wherever you go, so you can connect to clients anytime, anywhere and be billable Can log hours.

In short, a practice management system will help you get the most out of working with Rocket Lawyer.

Stay organized

When you connect with new customers through Rocket Lawyer, there is a lot to do and you need to stay organized. With a practice management solution, you can track important tasks, meetings, and appointments with calendars and task management options. Stay on time and make sure nothing is overlooked.

Keep your data in one place

You also need a way to keep all of your new customers' information organized and within reach. Address books and other personal information managers like Microsoft Outlook can help, but these solutions are not directly related to other important information in your files.

Practice management solutions are designed for lawyers. The information is organized by subject and customer, so you spend less time searching and more time working on what you need.

Optimize tasks

Practice management solutions offer a number of options for rationalizing and automating tasks. For example, you can automate the customer admission process with some options. Every time you win a new customer through the Rocket Lawyer On Call network, that customer can be entered directly into your management system.

Easily share documents

You need to share documents with your customers, and confidentiality is paramount. Unfortunately, a personal document sharing meeting can be time consuming and impractical. Sharing documents online is much more efficient, but this method is only safe if you take the right precautions.

Not all practice management solutions offer a secure portal for customer communication, but the stronger ones. If you invest in one of these solutions, you can easily exchange documents, invoices and confidential information.

Be on call without being chained to your desk

While desktop practice management options are available, cloud-based options take over quickly and for good reason. They offer a number of advantages, including the ability to take your practice with you wherever you go.

With a cloud-based practice management solution, lawyers working with Rocket Lawyer can be on call without staying in the office. And if this solution has a mobile app, they can open a matter and log billable hours directly in their hand. Go to the store, pick up the kids from school, or add an extra day to your weekend vacation without skipping a beat.

Optimize your practice with Clio

Clio is the practice management solution that is constantly evolving and offering better ways to save you time and organize you. For lawyers who work with Rocket Lawyer, this means more efficient practice management to support your activities on the standby network.

Here are some examples of what you can do with Clio:

Use a timer to keep track of time entries. Make sure that no billable hour is not recorded. Use timers in Clio to keep track of how long this call took or how long it took you to create this document.

Track the information you need. Create your own custom fields in Clio to ensure that all the information you need is always at hand in the app. Even better, custom fields can be grouped together so you can quickly add them to matters and contacts.

Add integrations. Clio can be seamlessly integrated into over 50 of your favorite apps such as Dropbox, Xero, Google and Office 365 for Business as well as many industry-specific services such as Fastcase and Lexicata. So everything you do stays in one place and you save time.

Establish a secure connection to clients. Clio Connect is a secure client communication portal that allows you to securely and efficiently share documents, invoices and more with your customers. It's free for your customers too.

Go mobile. With the mobile Clio app you have access to your practice everywhere. With an intuitively designed start screen and the option to create new entries from anywhere in the app, you can manage your practice anywhere.

Try Clio today to see how practice management software can make your day smoother.

Blog Blurb: Clio is the most comprehensive yet easy-to-use cloud-based software for law firm management. Join tens of thousands of lawyers who trust Clio to run and grow their law firms. Clio has everything you need to run a law firm from receipt to invoice, with powerful functions for managing cases, clients, documents, invoices, appointments, time tracking, reporting and accounting.

Clio to manage and grow their companies. Clio has everything you need to run a law firm from receipt to invoice, with powerful functions for managing cases, clients, documents, invoices, appointments, time tracking, reporting and accounting.

Clio

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