Document Management Finance Project Management 
LawSites
MARCH 8, 2024
As I reported in November when it launched, Traact’s all-in-one platform offers modules for entity management, permits and licensing, board management, matter management, contract management, disputes and litigation, finance and taxes (including spend management), and document management.
LawSites
NOVEMBER 8, 2023
Intended for customers in both corporate legal and law firms, Traact offers modules for entity management, permits and licensing, board management, matter management, contract management, disputes and litigation, finance and taxes (including spend management), and document management.
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The Process Street
MARCH 4, 2021
Studies indicate that business system documentation can boost productivity and save up to 6,000 hours per year, equating to 2.4 On top of this, documenting systems and processes builds a foundation to train new team members so that your business can run without you involved in the day-to-day operations.
Rocket Matter
OCTOBER 15, 2024
with the SaaS system to securely access data from any location. Moreover, legal CRMs consolidate client data, documents, case notes, and deadlines into one place, ready for retrieval at a moment’s notice, and customizable client intake forms are mobile-friendly.
Rocket Matter
MARCH 21, 2023
As an integrated system, it saves users time by tracking tasks and related data all in the same system. 4. The best way to boost your law firm’s finances is to minimize your non-billable hours and make sure that every hour of your day is accounted for. Get free guide See More
Rocket Matter
JULY 18, 2023
Meanwhile, Google Drive doesn’t provide document management tools —worse, it introduces security risks to your system. Even if you can organize your documents using one of these programs, you’ll still need others (that may or may not integrate) to manage your contacts, marketing, billing, and trust accounting tasks.
Rocket Matter
OCTOBER 29, 2024
Software tools designed for collaboration and visibility, such as Rocket Matter’s legal project management software , can also be lifesavers, keeping tasks orderly and encouraging collaboration. For instance, with matter templates , legal teams can automate assigning recurring tasks so that nothing falls through the cracks.
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