Wednesday Wisdom: How to Integrate Rocket Matter With Microsoft Outlook

by rocketmatter-admin August 21, 2014

With Rocket Matter’s newest integration with Microsoft Outlook, users now have the ability to sync Outlook emails to Rocket Matter and bill for them as well.
The integration is available with the desktop version of Microsoft Outlook and works with Microsoft Outlook 2007, 2010 and 2013 for Windows 7, and Microsoft Outlook 2010 and 2013 for Windows 8.
To download the Outlook Plugin, you will need to:
1) Navigate to the ‘Admin’ page and click ‘Download Outlook Plugin’ located under “Integrations.”

Outlook integration

 
 
2) Enter your Rocket Matter credentials by clicking the “Log in to Rocket Matter’ button located in the Add-Ins tab of Outlook.

Outlook integration

Outlook integration

 
3) Upload an email into Rocket Matter by right clicking on the email and selecting ‘Upload Email to RM’.

Outlook integration

4) Select the matter you wish to attach the email to and enter the applicable billing units.

Outlook integration

 
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.

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