Rocket Matter Integrations

Introducing Microsoft 365, previously known as Microsoft Office 365. Unlock your creativity and accomplish your goals with a suite of tools including Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. A subscription to Microsoft 365 grants you access to the latest versions of Office applications, both on your desktop and online, along with timely updates as they are released. Whether you're using a desktop, tablet, or smartphone, Microsoft 365 combined with your device and an internet connection ensures you can maintain productivity from any location. OneDrive ensures that your work is accessible from anywhere, allowing for seamless collaboration and sharing with others. Plus, support is readily available through email, chat, or phone, connecting you with a real person whenever you need assistance. Embrace the power of Office today and find the subscription plan that best suits your needs for ultimate efficiency. Now is the perfect time to elevate your productivity game.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Experience seamless organization with your notes, making it effortless to jot them down wherever you may be. Locate information in a flash and share your thoughts with anyone around you. Whether it’s capturing meeting notes, saving web pages, managing projects, or keeping to-do lists, Evernote ensures that nothing slips through the cracks. From large-scale projects to cherished personal moments, you can document your ideas and sparks of inspiration through notes, voice recordings, and photos. Stay on top of your tasks and deadlines, whether you’re at work, home, or on the go. Evernote offers tailored plans and pricing to meet your specific requirements. You can organize, keep records, and oversee projects from any device, even when you're not connected to the internet. Effortlessly handle the complexities of projects, deadlines, clients, and meetings. Start by creating a free account and selecting the plan that suits your needs best. You can type notes, attach files, clip content from the web, or record voice memos—all consolidated in a single platform. Organize your notes according to your preferences using notebooks, tags, or our advanced search feature to quickly access everything you need. Whether you’re managing projects, making notes from meetings, setting reminders, or editing documents, Evernote provides the tools to help you succeed. Plus, with its user-friendly interface, staying organized has never been more achievable.

Connect, organize, and accomplish tasks efficiently with everything you need—email, calendar, and contacts—all seamlessly integrated in one location. Experience enhanced productivity as you manage emails, schedules, tasks, and more, all from a single interface. With Office integration, you can easily share files directly from OneDrive, access your contacts, and view LinkedIn profiles without any hassle. Schedule conference rooms and manage meeting RSVPs directly through your calendar for a streamlined experience. Collaborate effectively by sharing calendars to coordinate plans and check your colleagues' availability effortlessly. Enjoy peace of mind with the robust security measures that are trusted by some of the largest organizations globally. Outlook works tirelessly to safeguard your sensitive information while ensuring it does not hinder your workflow. It anticipates your requirements by automatically adding travel plans and bill payments to your calendar, complemented by smart reminders that help you stay organized. With an efficient search feature, finding the information you need is quick and easy, making your workday smoother than ever.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Experience business-oriented online meetings designed for efficiency and ease of use. Setting up and joining is a breeze, enhanced by robust collaboration features crafted by Microsoft. With just a single click, participants can connect from any device, whether you prefer an immediate meeting or scheduling one through Outlook for a later time. Each meeting comes with a unique URL that is tailored just for you. Engage in productive sessions by recording meetings, sharing your screen, and annotating PowerPoint presentations, allowing for real-time collaboration with as many as 250 attendees. Utilize interactive tools such as whiteboards, polls, and Q&A, along with integrated instant messaging to elevate your meetings further. Take control of your online gatherings expertly, with advanced options for managing participants, including the ability to mute individuals or the entire group, as well as transferring presenter authority seamlessly. Rely on secure, business-grade meetings featuring encrypted video and audio, alongside round-the-clock phone support when necessary. With industry-leading HD video quality, your online meetings will exude professionalism and reliability. Additionally, benefit from features like automatic cropping and head tracking, allowing you to concentrate on the participants during your calls for a more personal touch. Embrace the future of virtual collaboration with confidence and clarity.

Maximize your productivity with Gmail, which has been enhanced to be more secure, intelligent, and user-friendly—allowing you to efficiently manage your inbox and save valuable time. Easily spot new features and prioritize your reading and responses with convenience. Receive gentle reminders to follow up and reply, ensuring that you never miss an important communication. You can check attachments, respond to invitations, postpone messages, and perform various tasks without needing to open every email. With a powerful filter in place, Gmail prevents 99.9% of harmful emails from reaching your inbox, and you’ll be alerted if anything appears suspicious. This makes your email experience not only safer but also more streamlined than ever before.

Maximize each day to its fullest potential. The latest Google Calendar application allows you to focus less on organizing your agenda and more on savoring your moments. Experience your Schedule in a new way; the Schedule View feature animates your calendar, presenting upcoming events with visual aids like images and maps for better clarity. Everything you need is at your fingertips, with multiple perspectives on your day, week, and month, along with invitations and a web calendar, ensuring comprehensive management of your time. Rest easy knowing that all your events are securely stored online; even if your phone is lost, your address book remains intact. Easily navigate through different calendar views by switching seamlessly between monthly, weekly, and daily layouts. Additionally, events from Gmail—such as flight bookings, hotel arrangements, concert tickets, and dining reservations—are automatically incorporated into your calendar. Manage your tasks efficiently by creating and viewing them alongside your scheduled events. Integrating video conferencing into your calendar events is a breeze, enhancing connectivity and collaboration. With smart suggestions for event titles, locations, and participants, creating events becomes a quick and effortless process, allowing you to optimize your planning experience.

Google Workspace, the enhanced version of G Suite, brings together all the essential tools you need to boost productivity in a single, user-friendly platform. This integrated workspace simplifies your workflow, allowing you to focus more on your tasks rather than on managing them. With advanced AI and search capabilities, Google Workspace enables you to prioritize what truly matters while it takes care of the rest. You can work seamlessly from any location and on any device, even without an internet connection, thanks to customizable tools designed to cater to your team's specific requirements. Just like G Suite, Google Workspace offers bespoke email solutions for businesses along with a suite of collaborative tools, including Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, and Forms. Explore our assortment of plans tailored to address your distinct business needs, and find the one that aligns best with your goals on our pricing page. Experience how Google Workspace can transform the way your team collaborates and achieves success.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

WiseTime is an enterprise-level, self-contained timekeeping solution for legal. Our mission is to free professionals from the tedious and administrative tasks of timekeeping so that they can concentrate on their clients' needs. WiseTime automatically records where your attention was throughout the day and creates a private timeline without any manual input. WiseTime, based on our strong privacy-first principles and in compliance with the GDPR requirements puts you in total control of your data. WiseTime can connect to the most popular practice management systems, so you can seamlessly send time information to billing. No more manual time entries and stop-start timers.

LawToolBox is a centralized solution for managing deadlines and matters. It automatically updates court rules when they change, calculates any deadlines that you need, and then syncs them to your calendar. LawToolBox automates rules-based scheduling for 50 states. It calculates all deadlines and syncs them to you calendar in seconds. Automatic updates prevent missed deadlines when court rules change. Lawyers can reduce the risk of malpractice and avoid stress caused by missing deadlines.

You invest significant effort to ensure your business thrives, and so do we. Our dedicated team of live virtual receptionists is ready and willing to manage your incoming calls and organize your appointments, allowing you to concentrate on other critical facets of your enterprise. Whether you need us to take the lead or merely provide support, we are always prepared to assist you around the clock, every day of the year. You can rely on us when you're unavailable, and we are just a call away when you don't need our help. The Posh app gives you complete authority over how and when your virtual receptionist engages with your clients. So, if you find yourself unable to respond, Posh is there to step in! With just a simple tap, you can access our services. Every successful collaboration begins with an introduction, so share details about your business and your call-handling preferences with us. We'll manage caller transfers, set appointments, and take messages tailored to your specifications, helping you impress each caller and attract more clients while you focus on your priorities. Additionally, the Posh app or portal allows you to easily update your status, ensuring that if you're not accepting transfers, we will take care of it for you. Your business deserves the best support, and with Posh, you can achieve just that.

Allow our round-the-clock virtual receptionists to manage your phone calls, text messages, online chats, emails, sales inquiries, and appointment scheduling. Our answering service is perpetually available to assist your customers at any hour. We offer much more than simply responding to phone calls; our bilingual and expertly trained virtual receptionists are dedicated to enhancing revenue while providing an exceptional customer experience for businesses of all sizes. Whether you are a small to medium-sized business striving to compete effectively or a large corporation in need of scalability and staffing solutions, Nexa's virtual receptionists are here to support you in both English and Spanish. Whenever one of our skilled receptionists answers a call, your customers will feel as though they are conversing with someone directly from your team. Our receptionists are well-versed in your specific industry, enabling them to handle a higher volume of calls swiftly and accurately. Furthermore, our professionals excel at qualifying incoming leads, proactively engaging with potential clients, and addressing every call with the utmost professionalism, ensuring your business is always represented in the best light possible. This seamless integration of our service can significantly elevate your customer interactions and operational efficiency.

Equip your business with essential tools to enhance efficiency and gain valuable insights for growth, all available through QuickBooks Online Advanced. Access the critical data you require with reports that are not only customizable but also ready for presentation, while ensuring that your spreadsheets are synchronized for precise business information and tailored insights. Reduce the burden of manual tasks by effortlessly importing and dispatching numerous invoices and expenses simultaneously, and streamline the process of entering and modifying multiple bills and checks within a few simple steps. We prioritize your security by safeguarding your financial details with advanced encryption and robust protective measures. Personalize your workflow by selecting from a range of seamless app integrations specifically designed for QuickBooks Online Advanced, and enhance its capabilities by connecting with top-tier applications like DocuSign, Bill.com, HubSpot, and Salesforce, among others. With these features, you can significantly improve your business operations and drive success more effectively.

DirectLaw is a cloud-based platform that automates legal document creation while allowing clients to access legal services online. It offers a variety of features, including online client intake forms, automated document generation, and the ability to sell document review and legal advice over the phone, in addition to a client-facing calendar. The platform seamlessly integrates with tools like Google Apps, Box, and Rocket Matter, enhancing its functionality. By utilizing DirectLaw, you can provide your clients with the convenience of drafting legal documents directly from your website. Important documents and communications between attorneys and clients can be stored for round-the-clock web access, ensuring that vital information is always available. Users can keep track of crucial dates and events shared by the firm, fostering better organization. Moreover, DirectLaw's interactive client portal is designed to improve client acquisition, retention, and overall law firm productivity. This virtual law firm platform serves as a valuable complement to your traditional business model and marketing efforts, or it can be used to develop a completely new operational approach. By adopting DirectLaw, law firms can elevate their service delivery and stay competitive in a digital-first landscape.

Our chat representatives offer instant replies during key moments of a customer's purchasing journey. They have the ability to convert more site visitors into leads for your business, particularly those who might not take the step to fill out a contact form or initiate a phone call. By managing routine tasks such as completing forms for new client intakes around the clock, chat representatives free up your time for more important matters. Additionally, we facilitate appointment scheduling and bookings for your business, ensuring you maximize every opportunity. We guarantee to match or undercut any competitor's pricing, allowing you to save on costs. Our fixed monthly fee covers unlimited chat interactions at any time, day or night, on your behalf. The visitors to your site are a testament to your marketing and branding efforts, and we promise transparency without unexpected charges. Don't let limitations hold you back; we provide your website with continuous support from real people, enhancing engagement and customer satisfaction at all hours. With our dedicated team, you can focus on growing your business while we handle the communications.

Time tracking for attorneys, despite all the technology and software available, is often done by hand or with a timer. Here's an example. An attorney sets aside an hour each morning to make calls for her cases. She uses software such as Clio or QuickBooks to open a timer. Our time trackers for Mac or PC monitor your mouse, keyboard, and apps as you work. Chrometa tracks how long you spend on each document, email and website. There are no stopwatches or timers. Chrometa automatically allocates time for your projects and clients by using keywords, email addresses, and/or telephone numbers. An automatically generated timesheet will be available for you to review at the end of each day. To better track your clients' and practice's budget and time billing goals, create performance metrics. Be notified if your projects go over budget or take too long. Alerts will be sent if you are at risk of underbilling.

Establish a seamless and efficient process using Lawmatics' law office intake form templates that you can set up and forget, allowing you to focus on the most critical tasks while your legal CRM manages client intake and marketing strategies. This powerful CRM for attorneys not only helps you attract new clients but also facilitates reconnecting with your existing database of former clients through automated law firm documentation processes. By ensuring your firm remains accessible for clients when new needs arise, you can create a steady stream of revenue through workflow automation tailored for legal practices. Implementing automated follow-ups allows for immediate responses to prospective clients, ensuring that no opportunity slips by unnoticed. Your clients will appreciate your systematic and technologically advanced approach to managing their cases from the very first contact with your firm. With features like instant electronic signatures for legal documents and automatic follow-ups, our innovative software is designed to impress and leave a lasting positive impression on your clients. Additionally, by streamlining these processes, your firm can effectively enhance client satisfaction while increasing overall efficiency.

LawKPIs is a tailored reporting tool specifically crafted for users of Clio and PracticePanther. By utilizing this platform, your firm can enhance its operations by effectively measuring performance and concentrating on what truly matters. The user-friendly interface ensures that you can get started swiftly, allowing you to access valuable reports and visualizations right from the start. Recognizing that each firm has distinct needs, we also offer personalized reports to align with your specific requirements. Our solution seamlessly integrates with various platforms such as Clio, Rocket Matter, PracticePanther, Lawmatics, QuickBooks, and Google Analytics. Unlike many other analytics and business intelligence tools that often necessitate extensive customization, LawKPIs is ready to deliver insights from day one. Specifically designed for the legal sector, our platform allows you to quickly pinpoint areas for enhancing profitability. Furthermore, acknowledging the diversity in data analysis across law firms, we provide numerous free custom reports in addition to our standard offerings. This ensures that every firm can leverage its data to drive success effectively.

You may be spending more than you realize with LawPay, so consider making the switch today! LexCharge stands out due to our team's extensive knowledge in both payment processing and legal software sectors. We recognize how vital it is to handle your payments effectively through operating and IOLTA trust accounts. Additionally, we are committed to helping your firm save on costs while delivering secure and efficient integrated processing solutions. Trust accounting is an essential area that lawyers must manage accurately. With LexCharge, you can seamlessly collect online payments for your trust account in a compliant manner. Setting up payment plans is straightforward with us, allowing your clients to pay for legal services in manageable increments instead of in a lump sum. This approach not only fosters client satisfaction but also introduces a popular alternative fee arrangement, making billing more predictable for clients and ensuring a steady income stream for your practice. Our goal is to enhance your financial management while simplifying the payment experience for both you and your clients.