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
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
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.
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
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
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
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.
Has your firm recently changed its name, phone number, or physical address? Update your firm’s contact information in Rocket Matter so that all invoices and correspondences reflect these changes. Just navigate to your firm’s contact record, make changes, and you’re all set! Learn more in this week’s Wednesday Wisdom:
Rocket Matter’s user interface is easy to navigate and will help keep you organized. Access all things billing from the Billing Dashboard. Review and manage trust funds, run batch billing, sync to Quickbooks online or run reports…everything you need is at your fingertips. Learn more in this week’s Wednesday Wisdom.
Get a collections percentage for all invoices run on your matters. Results are categorized by primary attorney and matter. View all the invoices run, the collected amounts, costs and total revenue collections. Rocket Matter: Consistently providing you with actionable data. See it in action in this week’s Wednesday Wisdom: