Wednesday Wisdom: Use Rocket Matter Law Firm Portal to Share Invoices
Throughout the past year we have discussed the many benefits of enabling the Rocket Matter portal but a hidden gem that many aren’t aware of, is the ability to automatically share every invoice that is created for a matter. This feature not only allows you to invoice your clients without walking to the mailbox but it’s also a great time saver!
To share your invoices through the Rocket Matter portal, you will first need to click “Enable Portal Features” located on the ‘Admin’ page.
Once your portal is enabled, you can now search for a contact using the global intelligence search bar and grant your contact access to the Rocket Matter portal by clicking “Invite to Portal.” (Please note that your contact’s email address is required and they will need to create a username and password to access the portal.)
You will then need to navigate to the matter you wish to share invoices for and click on the pencil icon.
From the edit matter page, you will enter the contact’s name in the “Share invoices for this matter” field and now all of the invoices that are created for this matter will automatically be shared with the contact.
TRAINING AND DEMOS
Rocket Matter demos are always available online 5 days a week! Click here to select a time convenient for you and register.
Current customers who need a refresher on all things Rocket Matter are encouraged to jump onto one of our online training classes. We also offer them 5 days a week.
Our dedicated support team is always available 8am-8pm EST, Monday through Friday, to answer all of your questions and concerns. You can reach them by phone at 888-432-1529 option 1.