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using rocket lawyer and clio

How to get the most out of Rocket Lawyer’s network using Clio

If you’ve joined Rocket Lawyer’s On Call network, you’re likely getting plenty of new clients. That’s good news for you and your firm. However, if you’re not using a practice management system to keep track of this influx of new matters, you’re likely spending more time than you need to on administrative tasks—while also putting yourself at a higher risk for inputting errors.

Practice management systems are designed with lawyers in mind—they streamline tasks specific to your practice and keep all firm information organized and up to date.  What’s more, cloud-based management solutions let you take your practice wherever you go, so you can connect with clients and log billable hours anywhere, anytime.

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

Stay Organized

As you’re getting matched with new clients via Rocket Lawyer, there’s plenty to do, and you need to stay organized. A practice management solution can help you keep track of key tasks, meetings, and deadlines with calendars and task management options. Stay on time, and ensure that nothing gets missed.

Keep Your Information in One Place

You’ll also need a way to keep all of your new clients’ information organized and at your fingertips. Address books and other personal information managers such as Microsoft Outlook can help, but these solutions are not directly connected to other key information within your files.

Practice management solutions are designed with lawyers in mind. Information is organized by matter and client, so you’ll spend less time searching and more time working with what you need.

Streamline Tasks

Practice management solutions offer a number of options for streamlining and automating tasks. For example, some options allow you to automate the client intake process—each time you gain a new client through the Rocket Lawyer On Call Network, that client can be entered into your management system directly.

Share Documents Easily

You need to share documents with your clients, and confidentiality is of the utmost importance when you do. Unfortunately, meeting in person to share documents can be time consuming and inconvenient. Sharing documents online is much more efficient, but this method is only secure when you take the proper precautions.

Not all practice management solutions offer a secure portal for client communication, but the stronger ones do. Investing in one of these solutions can take the hassle out of sharing documents, bills, and sensitive information.

Be On-Call Without Being Chained to Your Desk

While desktop practice management options are available, cloud-based options are quickly taking over, and for good reason. They offer a number of advantages, one of them being the ability to take your practice anywhere.

With a cloud-based practice management solution, legal practitioners working with Rocket Lawyer can be on-call without staying in the office. And if that solution has a mobile app, they can open a matter and start logging billable hours right in the palm of their hand. Run out to the store, pick up the kids from school, or add an extra day to your weekend holiday without missing a beat.

Streamline Your Practice With Clio

Clio is the practice management solution that is constantly evolving with better ways to save you time and keep you organized. For attorneys working with Rocket Lawyer, that means more efficient practice management to support what you do via the On-Call network.

Below are just a few examples of what you can do with Clio:

Use a timer to track time entries. Make sure no billable hour goes un-recorded. Use timers in Clio to keep track of how long that phone call was, or how long you spent drafting that document.

Track the information you need. Create your own Custom Fields in Clio to ensure that all the information you need is at your fingertips within the app. Better yet, Custom Fields can be grouped into sets, so you can quickly add them to matters and contacts.

Add integrations. Clio seamlessly integrates with 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. This keeps everything you do in one place, saving you time.

Connect with clients securely. Clio Connect is a secure client communication portal that allows you to safely and efficiently share documents, bills, and more with your clients. It’s also free for your clients to use.

Go Mobile. The Clio mobile app gives you access to your practice wherever you go. With an intuitively designed home screen and the ability to create new entries from anywhere within the app, you’ll feel comfortable managing your practice anywhere.

Try Clio today to see how practice management software can make your day run more smoothly.

Blog Blurb: Clio is the most comprehensive, yet easy-to-use cloud-based law practice management software. Join tens of thousands of legal professionals who trust Clio to manage and grow their firms. Clio offers all you need to run a law practice from intake to invoice, with powerful features to manage cases, clients, documents, bills, appointments, time-tracking, reporting, and accounting.


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