A new year brings new opportunities! Now is the perfect time to position your business for greater success. Use our Business Intelligence tool to find out what your average matter value was for 2019. Then, decide if it’s time for a rate change or perhaps to re-examine the types of
Click ‘Help’ from the left-hand navigation panel and access our new support site! From here, you can watch helpful training videos, sign up for webinars or paid training, and find FAQs by keyword. These FAQs contain screenshots and step-by-step instructions. For further help, contact us via email, chat or phone
No need to manually manipulate the same word document for each client. With Rocket Matter, you can create document templates that can be used thousands of times over! These templates will merge with your matters, giving you customized matter-specific information on your document. Just another example of how Rocket Matter
Rocket Matter’s Business Intelligence tool now comes with two specialized reports just for you! The “Average Matter Value Report” and the “Throughput Rate Report” deliver actionable data for your firm. Access these reports to find out what your average matter value and throughput rate are for your firm. Rocket Matter:
Our Business Intelligence tool was recently updated to include custom fields and tags! Now you can apply custom field and tag data sets to your reports for the ultimate customization. We have also added a search bar to easily locate desired data sets. Build the reports you want to see
Closing your matters is an important part of the administrative process. In order to properly track cases, easily find cases, and determine accurate cycle times, be sure to close your matters when you are done working on a case. Simply, click on ‘Edit Matter’ and ‘Enable Delete’.
Certain cases will be subject to a statute of limitations. Rocket Matter can help you calculate exactly when the statute of limitations is in under a second! Don’t waste your time manually counting the days on the calendar. Let Rocket Matter do the work for you.
Our custom fields just got a face-lift! Now you can create client or matter custom fields and create specific field types, such as date pickers, numeric fields, alpha-numeric fields. Or, create drop-down lists to choose from when creating your custom fields. Providing you with additional functionality is our pleasure at
Rocket Matter’s Evergreen Retainer feature allows you to maintain a minimum trust balance for your clients. Establish a minimum and a “replenish when below” amount. The next time you run invoices, the system will automatically add a request to replenish the trust account to your invoice for your convenience. See
The ‘Edit Matter’ button gives you the flexibility to adjust matter details after creating your matter. Go back in and turn on electronic invoice sharing, set custom rates, configure IMAP folders, or edit the status of your matters to properly close or complete your cases. Making changes is easy with