5 Ways Integrations Streamline Case Management

If you’re creative enough, you could compare case management to race. (Hear us out.)  

When you’re focused on the road, the “wheels” of your internal workflows roll in harmony to move each case forward toward the finish line. But what if too many distractions pop out in front of you? Things can easily roll off course!  

We all like to believe that we’re well organized—and you probably are! Still, getting sidetracked by miscommunications, incorrect data entry, and other issues is inevitable when you’re clicking through multiple tabs to manage one case.  

The more of these distractions you can eliminate from your case management process, the more likely your legal matters are to stay on course.  

Integrated features for more organized case management 

Integrations can eliminate the closed information loops and redundancies that cause case management slow-downs, resulting in a more streamlined and efficient process.  

Some of our favorite integration benefits include:  

1. Fewer data entry errors 

How many times have you typed the same name, address, or court date this week? Five times? Fifteen? Fifty!? 

Any answer other than “once” is too many! When your solutions talk to each other, there’s no need to manually input case-related data.  

All client information is kept up-to-date, and only needs to be entered into your system once to show up anywhere else you might need it. Less data entry equates to fewer data entry errors and less outdated information that could confuse your case files.  

You'll also experience fewer mysteries where you have to figure out if the phone numbers, documents, and other information in your system are truly correct. (Finally, you can turn in that detective’s badge!)  

2. Maximizing your time

With automation, you can accomplish more in less time. Although most laws allow you to automate specific tasks, the real magic happens when you can create entire automated workflows that span multiple platforms.  

Picture this:  

A new client fills out the online intake form on your website. From there, Rocket Matter automatically runs a conflict check. If a conflict is identified, Rocket Matter automatically assigns the client to a different attorney in your firm or sends an automated message explaining that there is a conflict of interest.  

If there’s no conflict, the client’s basic information is automatically uploaded into Rocket Matter, which creates a new record for both the matter and the client. Your CRM begins to send them automated messages that you’ve tagged for the relevant practice area.  

Based on the information collected on the intake form, Rocket Matter schedules anticipated appointments and deadlines in your calendar. The system also generates a list of tasks for you to complete, and you’ll receive notifications that keep you on schedule.   

Rocket Matter's document management system automatically puts together all the paperwork you'll need, from fee agreements to pleadings. 

The time you track working on the case is automatically turned into an invoice for the client, which includes a convenient link for the client to pay online.  

Pretty smooth, right? And this is only one example of the ways that Rocket Matter can lighten the load. Our software integrates with Outlook, Office 365, QuickBooks, Google Calendar, and other popular tools, so you can incorporate them into your custom workflows as appropriate for your law firm’s needs.  

3. Leverage your data better

Most legal software provides tools for reporting. But when your financial information, contact information, invoicing data, and more are filed away separately, the functionality of these tools is limited.  

Integrations improve the accuracy of reporting and analytics by ensuring that all relevant data is captured and analyzed. In turn, this helps you make more informed decisions about your legal practice because they provide a more complete overview of your operations—without the need to jump between systems.