wednesday wisdom notes

Wednesday Wisdom- Notes

Did you know that Rocket Matter has a note section? No need to draft notes on Word and upload them into Rocket Matter. You can quickly and easily record notes within the app itself. Navigate to the matter, click on the powerful “add new” button, and select “note”. Record your notes and utilize our Bill-as-You-Work […]

trust details

Wednesday Wisdom- Trust Details

Stay on top of your trust account with ease, right from your User Dashboard! The Trust Details page is easily accessible and outlines exactly what you need to know. Access trust details including client contributions, pending invoicing, and client remaining balances. Filter your results for open, closed, or completed matters, or export your results for […]

folders

Wednesday Wisdom- Folders

With Rocket Matter’s powerful documents section, users can upload and download documents as needed. Easily create folders for optimal organization. Once folders are created, use the drop-down actions tab to move documents into the desired location. Here at Rocket Matter, we know how important it is to stay organized, and we know how to help. […]

business activity per user

Wednesday Wisdom- Billable Activity by User Report

The Billable Activity by User Report is a go-to report for our firms. This report shows what users have billed during a specified time period. The report includes a summary of the billing information and amount of time billed. Filter for additional options, show or hide columns, or choose to export the report. Rocket Matter: […]

target hours

Wednesday Wisdom- Target Hours

Enter your ‘Target Hours’ in order to take advantage of Rocket Matter’s advanced analytics. Once you enter your goal (target), our intelligent software will track the billable hours achieved and break down your productivity. Examine overall productivity for each user, complete with realization and utilization percentages. Keep yourself on track with Rocket Matter!

my profile settings

Wednesday Wisdom- My Profile Settings

What can be configured under the “My Profile” section of Rocket Matter? A whole lot! You can edit your profile picture, adjust your hourly rate, change your account password, and much much more. You’ll also find the settings for your email, Office 365, and Google App integrations. See for yourself. Explore the “My profile” section […]

rocket matter user dashboard

Wednesday Wisdom- The User Dashboard

The User Dashboard is a collection of all things that pertain to the individual user. Each day when you log in, you can find your personal calendar and tasks, along with user billing and firm billing metrics. Rocket Matter’s sleek design helps you stay organized and improves your productivity! Learn more in this week’s Wednesday […]

rocket matter invoice sharing features

Wednesday Wisdom- Invoice Sharing Features

With Rocket Matter, you can send clients their invoices via email. Accessing invoices then becomes extremely easy and convenient for your clients! Access the matter ledger and know when the email has been opened, or send it again if necessary. This way, there is no confusion when it comes time to getting paid. Rocket Matter […]

Bill-As-You-Work Technology

Wednesday Wisdom- Bill-As-You-Work Technology

Tracking your daily time is a breeze with Rocket Matter. Capture time while creating events or tasks, when uploading documents, or syncing emails. Take advantage of the handy timer tool while on phone calls with clients, and more! With over 9 ways to capture time while you work, there is simply no reason to leave […]

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 […]