Rocket Matter Release Notes: 1-5-16

Now Available!
Rocket Matter Allocation Report

As part of our Advanced Analytics Module, the Allocation Report displays payments made to the firm that include user, client, amount of payments and how much went towards each line item.

Contact our Support Team at (888) 987-0539 for module pricing.

Billing

Fixes:

• Processing a pre-bill with previously invoiced activity now yields the correct total.

Calendar

Usability Improvement:

• Deleting a contact who is an attendee of a calendar event will no longer produce an error.

LEDES

Fixes:

• Expense codes can no longer be added to time entries and task and activity codes can no longer be added to cost entries.

Usability Improvement:

• “Ledes_Firm_Matter_Id” custom field can be used when the Firm Matter ID is too long in the LEDES invoice.

Notes

Usability Improvement:

• Notes can now be added to closed matters.

Reports

Usability Improvement:

• ”Trust Details Report” includes filter option for clients with deleted matters.

Search

Usability Improvement:

• Mobile phone numbers can be searched using the Global Intelligent Search Bar
• When searching for a phone number and a user clicks “show more,” the advanced search displays all contacts that are associated with the phone number.

Tags

Fixes:

• Deleted tags are no longer reflected in the “Admin” section