Boost Revenues in 2017 with Automated Recurring Payments and Workflows
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Transcript of Boost Revenues in 2017 with Automated Recurring Payments and Workflows
Boost Revenues with Recurring Billing, Payment Plans and Matter
TemplatesBoost Revenues with Recurring Billing, Payment Plans and Matter Templates
About Us
www.rocketmatter.com
Larry PortCEOWorks with thousands of law firms, Software Engineer.
Nefra MacDonaldStrategic Marketing Manager Experience in law firms and software companies.
www.rocketmatter.com
About Us
Rocket MatterServing law firms since 2007. First cloud
computing platform. Specializing in business-focused attorneys.
www.rocketmatter.com
40%
888-432-1529 | www.rocketmatter.com
Reduction in
Administrative Time
Rocket Matter users enjoy...
33%
888-432-1529 | www.rocketmatter.com
Increase in Collections
Rocket Matter users enjoy...
888-432-1529 | www.rocketmatter.com
“Let it Go” from Frozen
Rocket Matter users enjoy...
888-432-1529 | www.rocketmatter.com
Chocolate
Rocket Matter users enjoy...
How do we fix this?
Accurate time
trackingTimely
InvoicingSimple
Collections
Needs to be easy to use!
[email protected] / @larryport
Automation
888-432-1529 | www.rocketmatter.com
Recurring Billing & Payment PlansAutomatically bill and collect money from clients on a monthly basis
Matter Templates 3.0Apply workflow templates to matters at any time, reducing the administrative burdens of practice.
DEMO
888-432-1529 | www.rocketmatter.com
Our advice for printing, folding, stuffing, and
sending invoices?
888-432-1529 | www.rocketmatter.com
888-432-1529 | www.rocketmatter.com
LET IT GO!
888-432-1529 | www.rocketmatter.com
Helpful Tips for Setting Up Your Matter Templates
Employ proper case types and descriptions.
Use common characters and fields.
Leverage existing checklists. Use events, tasks, and deadlines.
Managing Matter Templates
888-432-1529 | www.rocketmatter.com
Create as many as you need. Helpful for busy firms. Makes checklists paperless.
Managing Matter Templates
888-432-1529 | www.rocketmatter.com
Takes time up front, but
saves future time and mistakes!
Managing Matter Templates
888-432-1529 | www.rocketmatter.com
BUT WAIT!We can set them up for you!
Payment Plans & Recurring Billing
888-432-1529 | www.rocketmatter.com
Payment plans makes it easy to collect money – large bills, illiquid clients.
Recurring Billing facilitates AFAs. Set and forget: automated invoices
and collections. Works with credit cards and e-checks.
Atlas 2.0 Improvements
888-432-1529 | www.rocketmatter.com
Recurring billing and payment plans. Major overhaul of application
performance. Matter Templates allow for phases. Improvements to UI.
Q & A888-432-1529 | www.rocketmatter.com
http://bit.ly/lawyer-paidwww.rocketmatter.com
888-432-1529 | www.rocketmatter.com
Current Customers: [email protected]
New to Rocket [email protected]
LET’S GO!