Rocket Matter Knowledge Base
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Admin
- How do I add a shortcut to my Rocket Matter Home Page on the iPhone/iPad?
- I hired a new person, how do I add a new user to my Rocket Matter Account?
- How do I change my password?
- I have a user leaving my firm. How do remove their access?
- Can I disable a user that returns every summer instead of deleting the user and adding the user again when they return?
- I tried to add a new user and received an error. What do I do now?
- How do I update my credit card information with Rocket Matter?
- How do I change my user color on the calendar?
- How do I set up and start using LEDES1998B billing? (New Feature Available 3/15/2012)
- How do I cancel my Rocket Matter subscription?
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Billing
- How do I bill using LEDES1998B codes in Rocket Matter? (New Feature Available 3/15/2012)
- How do I customize my invoices?
- What is the easiest way to check and edit my time?
- I tried to use the Billable Activity Report and nothing happens!! What's wrong?
- How do I run invoices for more than one matter at a time?
- How do I make a change to the firm address on my invoices?
- How do I enter a billable item with a different hourly rate?
- How do I change my hourly rate for just one matter?
- How do I run an invoice for a single matter?
- How do I run an invoice using LEDES1998B?
- How do I run an invoice for a single line item?
- How do I edit my billable time?
- How do I add tax to an invoice?
- How do I carry over past due balances from another application?
- I just had a logo made for my firm, can it be placed onto my invoices?
- When would I pre-bill and when would I invoice? I understand that invoicing actually affects the ledger. When is it appropriate to pre-bill?
- I created an invoice, and I forgot to save it to my hard drive. How can I find the invoice to print it out?
- How do I see a report of billable time posted for users?
- How do I delete an invoice?
- How to add an expense?
- How do I quickly post a billable time entry?
- How do I change my default hourly rate?
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Adding Payments To Your Rocket Matter
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Calendar
- How do I add an event to my calendar?
- How do I feed my Rocket Matter calendar events to my Google calendar?
- How do I feed my Rocket Matter calendar to Outlook 2007?
- How do I export My Google calendar?
- How do I enable my Google sync in my Rocket Matter?
- I'm missing calendar events in my Rocket Matter. What am I doing wrong?
- How do I use the Date Calculator?
- How do I feed my Rocket Matter Calendar to iCal?
- How do I see my events in the Firm Calendar view?
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Contacts
- How do I export all of my Rocket Matter contacts?
- How do I export a single contact from Rocket Matter?
- How do I associate a new contact inside the matter?
- How do I export my contacts from Outlook?
- How do I export my contacts from Address Book?
- How do I export my contacts from Gmail?
- How do I do a mail merge using my Rocket Matter contacts?
- How do I change the Firm's name and or address on the invoices?
- Why can't I delete a specific contact?
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Document Assembly and Custom Fields
- How do I use document assembly in Rocket Matter for instant legal forms?
- How do I set up custom fields in Rocket Matter?
- How do I add custom fields to just one specific matter?
- How do I add custom fields to just one specific contact?
- How do I create a custom merge field for my document templates (contacts)
- How do I add create a custom merge field for my document templates (matters)?
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Documents
- How do I add my documents to Rocket Matter?
- What types of Documents can be uploaded into Document Storage?
- How To : Configure Dropbox integration
- How To : Map Matter Documents to Dropbox folder
- I am having trouble setting my Dropbox directory. What am I doing wrong?
- What types of files can I store on Dropbox?
- What is Evernote?
- How to: Setup Rocket Matter And Evernote Integration
- How to: configure my Rocket Matter to sync with Evernote
- How do I link a matter to a notebook in Evernote?
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Matters
- How do I move a matter to a different client?
- How do I add a credit or a debit to my matter ledger?
- How do I add a matter?
- How do I set up a client's trust account?
- How do I delete a matter?
- How can I see a list of matters for just one attorney?
- How do I change a matter name?
- Where can I see a list of all of my matters?
- What is the best way to add e-mails to a matter?
- How do I set up a matter so that only I can view the information?
- Is there a place in Rocket Matter that shows me the last date activity was added to a matter?
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Messages
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Tags
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Tasks
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Trust Accounting
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User Access Levels
- How do I set up a new user so they do not have access to batch billing, running invoices, payments and firm trust account information?
- How do I set up a new user and set the permissions so that they cannot add/delete users or run any reports?
- I have a new receptionist starting; how do I set her up with minimal access?
- How do I restrict what some users can see?
- How To : Edit Matter Access Permissions
