Last week, we introduced creating your own basic templates in Word and merging fields from your Related Contacts and Data fields. This week, we will look at getting creative with your custom merge fields for contacts, which includes the role function. Naming your custom fields properly will help you create detailed, professional documents.
Using our document [...]
Rocket Matter offers the ability to create detailed records for all your clients and matters using our custom fields feature. A good next step is to utilize our document assembly feature to merge that data, already stored in Rocket Matter, with templated legal documents.
A billable entry for each document can be created as well, and [...]
We started the year with a bang with Rocket Matter 2.0, our biggest release in four years! Highlights include Document assembly which allows users to merge their client and matter data, already stored in Rocket Matter, with templated legal forms, creating instantaneous new legal documents, and unlimited custom fields for matters and client information.
Our 2.0 [...]
Leading cloud based legal software now allows user to merge client and matter data with documents and bill as they work.
Boca Raton, January 25, 2012 – Rocket Matter®, the leading cloud-based legal practice management and time and billing software for small to mid-sized law firms, today announces the 2.0 release of their flagship software, including [...]
