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Just saw that the Rocket Matter website advertises "Custom-Built Reports from Our Experts"...has anybody used this? Anybody have an idea on the prices for these?
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Pinned by G2 as a
common question.
common question.
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1
If I could email clients a link to gather data, such as full names, DOBs, SSN, contact info, etc it would save considerable time when setting up a contact or matter
Posted by:
G2
Verified User
Pinned by G2 as a
common question.
common question.
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1
You asked for a screen shot of us logged in, except that would show our client names. Can't do that.
Posted by:
G2
Verified User
Pinned by G2 as a
common question.
common question.
0
1
I need to be more efficient. So I want mergeable forms. I'm a bit lost on how to do it.
Posted by:
G2
Verified User
Pinned by G2 as a
common question.
common question.
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