Today, we’re excited to announce our latest Winterfell Edition! Winterfell includes powerful new functionality, including a Business Intelligence (BI) module, customizable dashboards, and significant upgrades to Rocket Matter’s core feature set.
“With Winterfell, we want to give law firms powerful weapons to fight what plagues them,” says Larry Port, CEO of Rocket Matter. “Our BI module enables firms to build any report they wish to see, a stark contrast to what our cloud-based competition offers. Our customizable matter dashboards allow lawyers to personalize their practice management experience to suit their needs. And our performance improvements and feature enhancements all combine for one mountain of a release.”
Here are some of the highlights:
Rocket Matter Business Intelligence Module
Rocket Matter’s BI module allows law firms to customize their own queries across matters, activities, contacts, and billable information. This is a welcomed addition to an already stellar collection of reports. With the module’s intuitive drag-and-drop interface, law firm managing partners, CIOs, COOs, and others requiring deep insights can add sums, averages, and other calculations to reports and arrange such data into custom groups. This new functionality will enable firms to understand their core business in ways they never could before.
Customizable Matter Dashboards
All attorneys in a firm can customize their dashboard views of information about their cases. Lawyers can rearrange or hide dashboard widgets based on their preferences and priorities.
Email Delivery Report
Rocket Matter’s email integration has improved with a sophisticated delivery report that enables lawyers to track emails generated from the system. With this new feature, legal professionals can resend emails, edit them, and/or change recipients.
Preview any document, regardless of page length, and then download it if you desire. Move your documents to other folders or bill for them with our “actions” drop-down menu.
Overhauled Contacts Page
Our contacts page has been redesigned for more usability. Entering new contacts, searching for existing contacts, and editing contact information has never been easier.
Credit Card/ACH Storage
Store your clients’ credit card or ACH information for future use. You can also store several credit cards in each client’s record and simply choose the card you want to use.
Third-Party Calendar Invites
Invitations sent to you from third parties will now appear in your Rocket Matter calendar if you choose to sync with Outlook or Google. All event details are clearly displayed, including your acceptance status.
Calendar Event Templates
Do you find yourself adding the same or similar calendar events over and over again? Now you can store event details as a template to save you time from entering redundant information.
Faster Page Load Times
Winterfell includes significant performance optimizations. In this upgrade, we’ve dramatically reduced initial page load times, so you can get more done in less time.
To learn more about Rocket Matter’s Winterfell Edition, click here.