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.
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
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
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,
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
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
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.
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
Need to know what matters have outstanding tasks? Run an Active Matter Task Report for details on all of your firm’s pending to-do’s. All unassigned tasks will be listed on
Create your own custom reports with our new Business Intelligence tool. You can select from different categories of data and extract the exact data sets you desire. Simply drag, drop,
