Rocket Matter helps law firms offer better client service and also increase revenues by more than 20%. Founded in 2007 as the first cloud-based legal software, it has the most powerful, easy-to-use time and billing software in the industry. Also, when law firms want to go mobile, automate their practices, and save time, Rocket Matter helps them achieve those goals. With award-winning customer service based in the U.S., it’s no wonder thousands of law firms swear by Rocket Matter.
Save time, encourage accountability and reduce error with Zola Suite’s Task Management system. Create Task Templates and subtasks, receive alerts when deadlines are blown, set up email and SMS reminders and convert tasks to time entries.
Keep everyone in your firm on the same page while tracking important deadlines and appointments so you never miss a beat. Create color-coded, customizable categories, initiate 2-way sync with your Zola calendar and Gmail, Outlook or Office 365 and set up rules-based calendaring.
Bill more and have real-time intelligence into your firm’s financials with Zola Suite’s built-in business and trust accounting system. Capture and bill for time over 11 different ways, create customized invoices, download bank account activity from over 5,000 bank and credit card institutions and get paid quickly with Zola Payments, powered by LawPay.
Manage and track every aspect of every legal matter in a single platform. Customize matter views and access the audit log to get a 360-degree view of everything happening in your firm.
Capture, track and cultivate leads so your firm can retain more clients and become more efficient with Zola CRM.
Organize contacts in an intelligent manner to easily filter and search through them and look up contacts related to clients and matters. Add contact headshots, create unlimited contact fields and copy contact information with one click to the clipboard.
Create professional looking notes accessible by all team members to keep everyone involved up to speed. Organize notes within matters in folders and sub-folders and perform rich formatting capabilities, such as highlighting, changing font type and adding images.
Take your practice on the road and access matters from any location, at any time with native iOS and Android apps. Keep track of time on the go, scan business cards and documents and activate fingerprint recognition.
Securely share sensitive information via Caseway™, Zola Suite’s accessible, integrated client portal to ensure privileged information does not get intercepted. Stay top of mind with Zola Signature™ iOS and Android apps that are branded with your firm’s logo. Give clients around-the-clock access to their case files from any device with internet access through Zola Signature™ web portal.
Unlimited storage and document management to ensure all of your firm’s files are easily accessible by members of your team. Generate documents and correspondence with ease using information you have already entered in Zola Suite to save time and keep your practice running smoothly and efficiently.
Keep all case-related emails organized and avoid sending emails to the wrong recipients. Send encrypted emails, receive court-admissible proof of delivery and obtain e-signatures on legal documents through Zola Suite’s exclusive integration with RPost.
Access comprehensive reports and key metrics with the click of a button. Download, export and print reports detailing timekeeper productivity, chart of accounts, P&L and three-way trust reconciliation.
Tabs3 Financial software is specifically designed to meet the accounting requirements for law firms. Print financial statements, write checks, reconcile bank statements, and manage client trust accounts in an easy-to-use, fully integrated system.
Get your bills out quickly and easily with Tabs3 Billing Software. Customize statements and run insightful management reports. With Platinum you can also access Tabs3 while you are away from the office via your smartphone or tablet.
PracticeMaster gives your firm more than Outlook. An electronic case file organizes each matter’s contacts, appointments, emails, documents, fees, and research – making all of the information easy to find. Your practice has never been so organized.
Workflow processing can help you sleep at night!
Any process, procedure or checklist can be reduced to a workflow model. Each step of the way will carefully be mapped out and when an item is accomplished, it will not only trigger the next step, but show who accomplished it and when. The following movie demonstrates a workflow model for a foreclosure file, but the concept is the same. In a perfect world, each file would have at least one time in the work queue so all files are accounted for. Of course we have reports that will show you orphaned files.
See everything about a case or project from one screen!
The top Entity ID Bar typically contains the information used for locating the file, and of course it can be customized. The tabs along the middle contain all the other information regarding the file.
Address/Phone: every phone, email & fax number for this particular file.
Questionnaires: all the data intake for the file. This can be used for document merging, searching and for reports.
Images: organizes all the images associated with the file. Relationships has a list of all the entities associated with the file and how they pertain to this file, including parties, experts and other companion cases.
Documents: shows all available merge documents for the automated creation of pleadings, contracts and letters. Only documents appropriate for the case type will display.
Admin: contains information concerning different staff memb...
One thing that differentiates Perfect Practice from other practice management is its breadth of functionality.
It has everything you need to run your practice; from Marketing, CRM, Matter Management to Billing and Accounting.
We could list them all, but check out our web site.
Tired of paper Check Requests?
Check-writer allows for electronic check requests by authorized staff members. Not only that, but our electronic signatures can do away with writer’s cramp! Request and Print Operating checks, Cost Advance Checks and Trust Checks, all from the same program. Review all check requests in the queue and approve the ones you wish to authorize. If a trusted employee is printing the checks, you can have the checks digitally signed, based on the checking account, dollar amount, vendor and even the time of day. Simply use the check-writer to write your checks and your client/matter ledgers are updated with cost advances, your General Ledger is updated with the accounting entries, your Bank Reconciliation is ready to go and of course, the physical check is printed.
Enter time through Case Management or Financials!
Our automated work flow can automatically create fee and cost entries when appropriate, based on the client’s fee schedule. Import fees or costs from vendors or third party programs.
PerfectLaw® Time & Billing is a full-featured billing system which offers an easy-to-use, intuitive interface, several automatic time capturing features to ensure accurate tracking of daily activities, and the ability to request and apply trust and retainer funds. The cash receipts processor applies client payments at the timekeeper level, allowing for accurate, comprehensive attorney productivity reporting. And, with the added synergy only an All-in-One® system can provide, PerfectLaw® Time & Billing automatically creates time entries for front office workflow processes, profiles bills, allows users to work both on and offline, and much more.
Successful firms and attorneys use Attorney Information Manager (AIM®) to manage large case loads and communicate with clients in a timely fashion. Gather, store, organize and retrieve accurate information instantly with AIM®.
AIM® combines powerful, reliable apps with Best Practices to manage many law office items, including:
Today’s law firms want to use up-to-the-minute information to navigate the road ahead, rather than rely on the rearview mirror approach of reading stale reports. PerfectLaw BizRadar® provides the right mix of performance indicators (KPIs) for measuring billing, accounting and case management performance to evaluate if the firm is running smoothly or if there are outstanding issues requiring immediate attention. Check out BizRadar® today.
Law firms are information-driven and successful firms learn to automate their information workflow, thereby affording themselves more time to focus on their core competency. Best business practices require electronic document delivery for greater accuracy, efficiency, and cost reduction. Paperless Workflow® fills this requirement better than any other product on the market today, handling everything including scanning and imaging, automated notifications, document profiling, routing, and emailing.
