Wednesday Wisdom: How to Edit Law Firm Information On Invoice Templates

As firms grow and evolve, their information is likely to change. Rocket Matter makes it easy to edit and update an invoice template with new letterhead information. First, download the invoice template in the Admin section of Rocket Matter by clicking on ‘Custom Invoice Template’ and then ‘Download Template’. A Microsoft Word document will automatically […]

Wednesday Wisdom: Creating A Document Template

Rocket Matter’s document template feature works with Microsoft Word, using merge fields to populate client and matter data into a document automatically. The beauty of this feature is that firms only have to create one template for documents used over and over again, and within seconds, client information will be populated. Creating a template is […]

Wednesday Wisdom: Bill For Phone Calls With Rocket Matter Notes

Rocket Matter’s Bill As You Work™ feature allows attorneys to capture time throughout the application. In the case of the document management features, you can capture time from uploaded files, Dropbox, Evernote, or Box files, merged documents and lastly notes. The notes tool is a perfect place to time a phone call, while jotting down […]

Wednesday Wisdom: Add Free Users For Contract Attorneys

Often times firms will have contract attorneys that require billable time added in their name, but do not need user access to Rocket Matter. We understand this process and because of that, Rocket Matter allows for “inactive” users that are free and can be billed for. To add these users, navigate to the ‘Manage Users’ […]