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evergreen retainer
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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

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edit matter button
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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

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matters report
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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.

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global search bar
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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

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