Contents

    Proudly featured in

    ForbesAdvisor - The Best Legal Billing Software Of 2022

    Rocket Matter Release Notes: 11-04-15

    Contents

      New Features

      • Contacts listed as “Primary Contact” can now be associated with multiple companies.
      • When creating a message from a non-contact, the person will be automatically added as a Rocket Matter contact.
      • Pages have been optimized for faster loading.
      • Invoices can now be shared automatically through the Rocket Matter Portal when contact only has a home email address.

      Billing

      Fixes:

      • ‘Client.Name’ merge field now includes the client’s middle name on invoice templates.

      Calendar
      Fixes:

      • Date Calculator no longer produces a ‘10 second time out’ error.

      Matter

      Fixes:

      • Activities cannot be added to closed matters.

      Reports
      Fixes:

      • Counter for Payment per Client report is fixed.
      • Notes with quotation marks no longer produce an error when trying to export.
      • “Billable Activity by User(s)” now displays correct user when switching from ‘Muliti User Mode’ to ‘Single User Mode’.

      Usability Improvements:

      • Columns persist within the same browser when exiting and reentering the “Matter List”. “Billable Activity by User(s)” and “Payments Per Client” reports.
      • “Payment Per Client” report now includes a “Group by Client Totals” check box to include client totals.

       

      Share post:

      Subscribe to our Newsletter & Stay up to date with the latest articles, educational resources, and news.