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Rocket Matter Case Study

By Steve Senentz
November 02, 2014

Clarie Law Offices, P.A., is a Florida based boutique law firm focusing on wills, trusts, estates and adoptions. Our staff includes the two primary shareholder attorneys, a litigation attorney, a retired Sixth Circuit Court judge serving “Of Counsel,” a contract attorney, an office manager, four paralegals, a legal secretary and myself as office and systems administrator.

For many years, we utilized a simple peer-to-peer Windows-based computer system of locally installed applications running basic word processing, accounting and time billing software. But the setup had several limitations ' non-centralized data, a lack of collaboration tools, no remote access to key client or matter information, limited staff involvement in the capture of billable entries.

Familiarity with the licensing costs, ongoing maintenance and general headaches of Microsoft-centric systems had me poised for something different. For the first phase, I switched the entire office over to using Apple computers. From there I wanted to take the office even further ' to a modern application or system that would improve our overall operations and efficiency.

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