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 […]

save event configuations

Wednesday Wisdom- Save Event Configurations

Do you enter loads of calendar events? Now you can save event details to save you time from entering redundant information. If saved, the field values will pre-populate each time the event form is opened. Saving event configurations: Just another example of how Rocket Matter saves you time!

email delivery report

Wednesday Wisdom- New! Email Delivery Report

Rocket Matter’s detailed email delivery report allows you to follow up on the status of all emails generated from within Rocket Matter. Edit filters to search by client name, contact name, date range, email status, or email type. Confirm the status of sent emails, resend failed emails, or edit recipients and effortlessly send emails again!

Winterfell Customizable Dashboards

Wednesday Wisdom- NEW! Customizable Dashboards

Rocket Matter’s new Winterfell release includes some fantastic new functionality, including customizable matter dashboards. Tailor your dashboards to see exactly what you want to see. Collapse widgets that don’t interest you, and rearrange others to get all the information you want, where you want it. Customizable Dashboards: Just one of the many powerful features included […]

internal messaging communicator

Wednesday Wisdom- Leverage Internal Messaging with Communicator

Spend less time doing email and more time staying up-to-date with everything going on in your firm with Rocket Matter’s Communicator feature. With Communicator, a tool similar to Slack, you don’t have to leave Rocket Matter to chat with colleagues.  You can share files, host video conferences, and associate your conversations with cases so you […]

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 […]