interactive reporting

Wednesday Wisdom- Interactive Reporting

Imagine being able to view reporting data and interact with that data from the same page! With our Rocket Matter Payments Transaction History Report, that’s exactly what you can do! Review transaction data, filer that data to further refine your search, export your results, or process a refund directly from your report. Rocket Matter payments, […]

wednesday wisdom- custom billing rate by matter

Wednesday Wisdom- Custom Billing Rate by Matter

We all know that no two people are exactly alike. Well, no two matters are either! Each matter has specific needs, and sometimes those needs may include a non-traditional billing rate. Simply edit your existing matter and enter your custom billing rate. With Rocket Matter, it’s easy to customize your rate by matter for those […]

Wednesday Wisdom

Wednesday Wisdom: Set Up Payment Plans

Ever had a client tell you they are unable to pay their bill? Don’t take no for an answer! With Rocket Matter Payments, you will have the ability to set that client up on a payment plan, providing them a more affordable option and at the same time, increase your collections. Set up convenient monthly […]

Wednesday Wisdom

Wednesday Wisdom: Request Retainer Funds in Rocket Matter

With the “Request Retainer” feature, you can easily request funds from clients without having to run an invoice. If using Rocket Matter Payments, clients can pay with a credit card, debit card, or eCheck. Payments are conveniently paid to your trust or operating account and with the click of a button, your Rocket Matter accounts […]

Wednesday Wisdom

Wednesday Wisdom: Stay in the Loop with Your Matter Stream

Stay in the loop with Rocket Matter’s Matter Stream! On top of your matter dashboard, you will notice an area dedicated to updating you on the recent activity of your matters. Items that appear in your matter stream are: -New tasks -New events & -All billable entries You can even post messages in the matter […]

blockchain

Blockchain and its Impact on the Legal Industry

  Many experts say that the blockchain revolution is in full swing. Google search requests for the keyword “blockchain” have skyrocketed, cryptocurrency—blockchain’s most well-known tool—was the focus of a public discussion held by the U.S. Senate, and about a dozen companies have added blockchain to their name earlier this year and, in turn, saw their share prices […]

Rocket Matter- 10 Minute Law Firm Podcast

Ep 49: Productivity and Continuous Improvement

On this week’s episode of the 10 Minute Law Firm Podcast, Nefra MacDonald speaks with Ed Case, the Product and UX Manager at Rocket Matter. Ed talks about how perfection is the enemy of the very good, and he explores the idea of continuous improvement. You’ll also learn about his favorite productivity feature within the Rocket Matter […]

rocket matter users share productivity tips

Rocket Matter Clients Share Their Best Productivity Tips: Part Two

Recently, some of our clients shared how they use Rocket Matter to boost their firms’ productivity. Now, a few more of our users want to chime in. Here are their best tips and tricks: “We utilize Rocket Matter in a variety of ways to improve productivity, including auto-populating forms’ templates, streamlined multiple Trust Accounts tracking, and […]

Wednesday Wisdom

Wednesday Wisdom: Streamline Your Workflow with Matter Templates

Rocket Matter makes it easy to automate your workflow by utilizing Matter Templates! If you find yourself inputting the same tasks, events, and custom fields over and over again for each matter, then matter templates are exactly what you need. Besides saving you loads of time, you’ll be able to reduce errors and omissions by creating well-thought-out templates.