Design your own queries across matters, activities, contacts, and billable information with an easy-to-use drag-and-drop interface. You'll gain valuable, actionable insight into your core business.
Further customization is available for matter dashboards, allowing attorneys to tailor their view of information about their cases. Dashboard widgets can be rearranged based on attorney preference and priority.
Rocket Matter’s email integration has improved with a sophisticated delivery report, which enables lawyers to track emails generated from the system. With the new feature, legal professionals can resend emails, edit them, and change recipients.
Preview any document, regardless of the 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.
Our contacts page has been redesigned for more usability. Entering new contacts, searching for existing contacts, and editing contact information has never been easier.
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.
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.
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.
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.