related contacts

Wednesday Wisdom- Related Contacts

Rocket Matter provides the capability for firms to tie related contacts directly to matters or to contact records. Related contacts clearly and conveniently display on the matter dashboard and in the client contact record, for easy access and identification. Learn more in this week’s Wednesday Wisdom!

the benefits of the pre-bill

Wednesday Wisdom- The Benefits of the Pre-Bill

Running a pre-bill allows you to preview your invoices before actually processing them. When you preview your invoices, you have the ability to scan them for errors or omissions and make any necessary changes so that you can run your invoices with confidence! Learn more in today’s Wednesday Wisdom:

The Rocket Matter Bot

Wednesday Wisdom- The Rocket Matter Bot

Did you know Rocket Matter has a virtual assistant? When sending messages to your colleagues within the matter stream or in the communicator, our software will scan the data and prompt you when it sees an opportunity to assist you with your workflow. Planning a meeting? Let the Rocket Matter Bot schedule the event for […]

electronic invoice sharing

Wednesday Wisdom- Electronic Invoice Sharing

These days, email is the best way to send correspondence. With Rocket Matter, you can electronically send invoices to your clients directly through email! All you need to do is activate ‘invoice sharing’ on your matters, run your invoices as you normally would, and viola…invoices emailed! Rocket Matter: Making the lives of professionals a whole lot […]

rocket matter shortcuts

Wednesday Wisdom- Rocket Matter Shortcuts

Work at lightning speed! Shortcuts are always handy, and Rocket Matter gives you plenty of them. You can click anywhere where you see light blue font. These are “quick links” and will connect you to a new page or open a tool for convenient editing. Save yourself the few seconds it takes to type a matter […]

add new button

Wednesday Wisdom- The “Add New” Button

Save yourself a ton of time with Rocket Matter’s global “Add New” Button. From anywhere within our desktop application, you can quickly and easily create new matters, contacts, events, and more without ever having to leave your current page. Just another way Rocket Matter makes your life a whole lot easier!

customizable dashbaords

Wednesday Wisdom-Customizable Dashboard

Rocket Matter gives you the ability to customize your dashboard so that you see your information in the way that works best for you. Choose from “Task centric” or “Calendar centric” modes. All the data on the dashboard will remain the same, except for the arrangement of your personal calendar and tasks, those will differ […]

intelligent phone messages

Wednesday Wisdom- Intelligent Phone Messages

Did you know that when you take a message in Rocket Matter, our intelligent software will automatically create a contact record for you if the caller is not already a contact?  This extra step enables you to capture the caller’s data and it ties the message directly to the contact record for future reference. Intelligent […]

payments received report

Wednesday Wisdom-Payments Received Report

It’s that time of year again where you need to analyze your yearly activity. Rocket Matter gives you the tools to run analytics that document your annual income, hourly activity and expenses. Check out our Payments Received Report for a full overview of all payments made to your firm. Rocket Matter: Keeping you in the know!

how to use tags

Wednesday Wisdom-How to Use Tags

Need a simple solution to stay organized or to help categorize your matters? Tags may be solution you are looking for!  Creating tags gives you the ability to perform an advanced search and collect and inspect your data. You can tag your matters, your tasks, your time and expense entries, and even your events! When it […]