boost revenues in 2017 with automated recurring payments and workflows

Boost Revenues with Recurring Billing, Payment Plans and Matter Templates Boost Revenues with Recurring Billing, Payment Plans and Matter Templates

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Page 1: 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

Page 2: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

About Us

www.rocketmatter.com

Larry PortCEOWorks with thousands of law firms, Software Engineer.

Page 3: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Nefra MacDonaldStrategic Marketing Manager Experience in law firms and software companies.

www.rocketmatter.com

About Us

Page 4: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Rocket MatterServing law firms since 2007. First cloud

computing platform. Specializing in business-focused attorneys.

www.rocketmatter.com

Page 5: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

40%

888-432-1529 | www.rocketmatter.com

Reduction in

Administrative Time

Rocket Matter users enjoy...

Page 6: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

33%

888-432-1529 | www.rocketmatter.com

Increase in Collections

Rocket Matter users enjoy...

Page 7: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

888-432-1529 | www.rocketmatter.com

“Let it Go” from Frozen

Rocket Matter users enjoy...

Page 8: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

888-432-1529 | www.rocketmatter.com

Chocolate

Rocket Matter users enjoy...

Page 9: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Law firms collect only

71%of the work

they perform.

[email protected] / @larryport

Page 10: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

How do we fix this?

Accurate time

trackingTimely

InvoicingSimple

Collections

Needs to be easy to use!

[email protected] / @larryport

Page 11: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

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.

Page 12: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

DEMO

888-432-1529 | www.rocketmatter.com

Page 13: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Our advice for printing, folding, stuffing, and

sending invoices?

888-432-1529 | www.rocketmatter.com

Page 14: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

888-432-1529 | www.rocketmatter.com

LET IT GO!

Page 15: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

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.

Page 16: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Managing Matter Templates

888-432-1529 | www.rocketmatter.com

Create as many as you need. Helpful for busy firms. Makes checklists paperless.

Page 17: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Managing Matter Templates

888-432-1529 | www.rocketmatter.com

Takes time up front, but

saves future time and mistakes!

Page 18: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Managing Matter Templates

888-432-1529 | www.rocketmatter.com

BUT WAIT!We can set them up for you!

Page 19: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

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.

Page 20: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

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.

Page 21: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

Q & A888-432-1529 | www.rocketmatter.com

Page 22: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

http://bit.ly/lawyer-paidwww.rocketmatter.com

Page 23: Boost Revenues in 2017 with Automated Recurring Payments and Workflows

888-432-1529 | www.rocketmatter.com

Current Customers: [email protected]

New to Rocket [email protected]

LET’S GO!

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