document templates

Wednesday Wisdom- Document Templates

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 helps to make your life […]

Lean Reports

Wednesday Wisdom- Lean Reports

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: Consistently delivering results!

business intelligence additions

Wednesday Wisdom- Business Intelligence Additions

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 with Rocket Matter! </ifr

closing your matters

Wednesday Wisdom- Closing Your Matters

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’.

Wednesday Wisdom- Statute of Limitations

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.

custom fields

Wednesday Wisdom- Custom Fields Face-Lift

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!

evergreen retainer

Wednesday Wisdom- Evergreen Retainers

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 how easy it is in […]

edit matter button

Wednesday Wisdom- ‘Edit Matter’ Button

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 Rocket Matter!

matters report

Wednesday Wisdom- Matters Report

With our Matters Report, you can quickly and easily identify all matters in your firm! Filter for case status or by primary attorney for a personalized list of your matters. Show or hide columns to customize your report, or export for further manipulation of your report results. See for yourself in this week’s Wednesday Wisdom:

global search bar

Wednesday Wisdom- Global Search Bar

Using Rocket Matter’s Global Search Bar is the fastest way to locate contacts, activities, matters, and even invoices. Don’t go the long route and refer to your matters report to locate a matter. Simply begin typing and let the auto-suggest help you locate your matter in less time. Learn more in this week’s Wednesday Wisdom: