When entering numerous billing entries at the same time, mistakes happen. Rocket Matter’s intuitive interface allows users to correct those mistakes in just a few steps. To edit an entry, you will first navigate to the matter dashboard and click on the pending invoicing amount.   Once you have located the billable entry you wish to edit, […]

Rocket Matter’s integration with Dropbox gives users the ability to attach their Dropbox files to matters and bill for them. This free integration is simple to enable and allows firms to access all of their documents in one place. To accomplish this, you’ll first need to enter your Dropbox credentials by navigating to the ‘Admin’ page […]

Whether you’re billing an insurance company or just need to share an invoice electronically, LEDES1998 billing with Rocket Matter allows you to process invoices efficiently and accurately. Below are the steps that are needed to start billing in LEDES1998 format. 1) Click ‘Admin’ on the main navigation panel. 2) Click ‘Enable LEDES 1998B’ located under ‘Settings.’ […]

With Rocket Matter’s newest integration with Microsoft Outlook, users now have the ability to sync Outlook emails to Rocket Matter and bill for them as well. The integration is available with the desktop version of Microsoft Outlook and works with Microsoft Outlook 2007, 2010 and 2013 for Windows 7, and Microsoft Outlook 2010 and 2013 for Windows 8. […]

Do you require multiple invoices to accommodate different clients? Do the payment terms for your domestic clients differ from your international clients? With Rocket Matter, you can upload multiple invoice templates and make a simple switch before processing invoices. You don’t have to go back and forth to upload your templates! All you’d have to do […]

As firms grow and evolve, their information is likely to change. Rocket Matter makes it easy to edit and update an invoice template with new letterhead information. First, download the invoice template in the Admin section of Rocket Matter by clicking on ‘Custom Invoice Template’ and then ‘Download Template’. A Microsoft Word document will automatically […]

One of the more popular Rocket Matter features is email integration with Google e-mail. Users can sync a Google e-mail account and attach folders created in Gmail to matters, view those emails within Rocket Matter, and bill for them. To configure the email integration, you will need to: 1) Click ‘Admin’: 2) Click ‘Manage Users’ […]

As an attorney with a busy schedule; there are integrations available with your Rocket Matter account that will make your life much easier. One of those great integrations is our two-way sync with Google Calendar. Through this feature, events that you have created on your Google calendar will now be viewable on your Rocket Matter […]

Last week, we discussed how to create a document template in Microsoft Word to be used for common legal files. This week, we will cover how to populate that template with the client and matter information. First, navigate to the matter of your client, and click on ‘Create from Template’ on the right hand side. […]