rocket matter intake - first glance - client intake forms for law firms
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Intake
FOR INTERNAL USE ONLY
Rocket Matter Intake automates the process of gathering new client information.
FOR INTERNAL USE ONLY
Form info is instantly imported into Rocket Matter. Users are alerted through tasks.
FOR INTERNAL USE ONLY
Matters are created and custom field information is imported.
Once the intake information is in Rocket Matter, documents can be instantly created, time can be billed, and all of the
power of our practice management software can be leveraged.
Rocket Matter now offers end-to-end online client management, what we call our Law Firm Growth Universe.
Use Case - Intake
Firms can surface intake forms and expose them directly on their website for new clients and would-be clients to fill-out.
Use Case - Intake
Firms can hide intake forms and send links to new clients via email for them to fill out.
Use Case - Intake
Firms can hide intake forms and give new clients an iPad to fill out in their waiting room.
Use Case - Lead Generation
Firms can create forms for different marketing campaigns (email, tv, other advertising). They can then measure each campaign’s effectiveness using Rocket Matter.
Security
We use the same security standards for Rocket Matter Intake that we do for Rocket Matter the product.
For More Informationhttps://www.rocketmatter.com/intake/