advanced search

Wednesday Wisdom- Advanced Search

Here at Rocket Matter, we give you the power! Take advantage of our Advanced Search: Click the gear icon located within the global search box. From here, you can run reports based on clients, matters, contacts, activities, tags, users and custom fields. Also, results are easily exported for your convenience. Learn more in this week’s […]

contact information

Wednesday Wisdom- Change Your Firm’s Contact Information

Has your firm recently changed its name, phone number, or physical address? Update your firm’s contact information in Rocket Matter so that all invoices and correspondences reflect these changes. Just navigate to your firm’s contact record, make changes, and you’re all set! Learn more in this week’s Wednesday Wisdom:  

billing dashboard

Wednesday Wisdom- The Billing Dashboard

Rocket Matter’s user interface is easy to navigate and will help keep you organized. Access all things billing from the Billing Dashboard. Review and manage trust funds, run batch billing, sync to Quickbooks online or run reports…everything you need is at your fingertips. Learn more in this week’s Wednesday Wisdom.

user collections report

Wednesday Wisdom- The User Collections Report

Get a collections percentage for all invoices run on your matters. Results are categorized by primary attorney and matter. View all the invoices run, the collected amounts, costs and total revenue collections. Rocket Matter: Consistently providing you with actionable data. See it in action in this week’s Wednesday Wisdom:

running an invoice in Rocket Matter

Wednesday Wisdom- Running an Invoice in Rocket Matter

Running an invoice in Rocket Matter is easy! You can select your date range and additional options, including activity types. You can run a pre-bill if you need to review your invoices prior to invoicing. You can also specify whether or not to use trust funds. You’ll save tons of administrative time running your invoices […]

dollar sign ($) icon

Wednesday Wisdom- The Dollar Sign Icon ($)

The quickest way to enter a billable time entry, cost/expense or flat fee, is by using Rocket Matter’s “$” icon. This icon is easily accessible from any screen in Rocket Matter. Simply click, fill, and save. Add activities to any matter in seconds! Adding time or an expense does not have to be hard. Keep […]

Rocket Matter documents

Wednesday Wisdom- Rocket Matter Documents

Take advantage of unlimited document storage with your Rocket Matter account. You can upload documents directly from your computer or mobile device! Once inside Rocket Matter, you can preview your documents, re-organize them, and even bill for them with our “actions” drop-down menu. Keep all of your important files on hand with Rocket Matter. Learn […]

add new button

Wednesday Wisdom- Dynamic Add New Button

The “+Add New” button allows users to perform a plethora of activities. This dynamic button provides matter related options when selecting it from within a matter. The “+Add New” button is a great example of Rocket Matter’s intuitive and easy to use features! Learn more in this week’s Wednesday Wisdom!

contacts

Wednesday Wisdom- Improved Contacts Page

Browsing through your Rocket Matter contacts has never been easier! Sort your contacts alphabetically by last name or by first name based on your personal preferences. You can also filter out your contacts based on whether or not they’re a client. Just another way Rocket Matter saves you time! Learn more in this week’s Wednesday […]

credit card on file

Wednesday Wisdom- Saving a Credit Card on File

Rocket Matter’s new ‘Card on File’ Feature allows you to safely store your client’s credit card information, via tokenization, for future use! Store as many cards as you wish and simply select the card you wish to use from the drop-down. With Rocket Matter Payments, receiving payments has never been easier! Learn more in this […]