Rocket Matter Knowledge Base
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Additional Billing Options
- How to run multiple timers.
- How to apply Taxes to a Matter.
- How to set up Tax Rules.
- How to set up Convenience Fees.
- How to set up and apply Interest Rules.
- What does 'Do Not Charge' mean?
- 9 ways to bill as you work.
- Discounts: How to setup Discount Rules, and apply discount rules.
- Enabling 'Matter Budgets'.
- How to make an adjustment to the Matter Ledger.
- How to make an adjustment to a Client's Trust Ledger.
- Importing data from an external source.
- How to set up and use Evergreen Retainer on an existing Matter.
- How to set up and use Evergreen Retainer on a new Matter.
- Billing holds: How to hold all fees and soft or hard costs from invoicing for a new Matter.
- Billing Audit Rules defined.
- Discounts: How to set up Fixed Percentage Discounts on a new Matter.
- Discounts: How to set up Fixed Percentage Discounts on an existing Matter.
- Client Matter Type Rates.
- How to edit your daily time.
- How to edit a Matter-specific Time entry.
- How to run a Prebill at the Matter level.
- How to generate a list of all Time and Expenses billed per Matter.
- How to generate a list of all non-billable Time entries per Matter.
- How to create Billing Audit Rules.
- How to edit or delete Billing Audit Rules.
- Billing Holds Overview: How to hold all Fees, and Soft or Hard Costs from invoicing for a new Matter.
- How to set up and use Client Matter Type Rates.
- How to enable the Contact Vendor on Expenses.
- How to add an Expense
- How to edit the 'Rocket Matter Shared Invoice Email' template.
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Additional Information
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Batch Billing
- How to Invoice a batch for Matters with current charges.
- Batch Billing for Matters with current charges and/or Matters with outstanding balances (and include the unpaid Invoices).
- How to generate a batch of Unpaid Invoice Statements.
- How to download a batch of Invoices from Batch Billing.
- How to delete a single statement.
- How to delete a single Invoice.
- How to download multiple Invoices for one Client on one document.
- Edit billing entries 'Inline' in Batch Billing.
- Change billable activity via Batch Billing 'Bulk Actions' tool.
- How to send Prebills without printing.
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Billing by Matter
- How to run an Invoice for current charges for a single Matter.
- How to run an Unpaid Invoice Statement for a specific Client.
- How to resend an Invoice.
- What does 'Days since invoice was generated' mean?
- How to delete a payment made to operating.
- How to download a statement for a single Matter.
- What does 'Non-billable' mean?
- What is 'Default Matter Billing Type'?
- How to calculate billing units.
- How to produce proof of payment.
- Edit billing entries 'Inline' on the Matter level.
- How to change billable activity via the 'Bulk Actions' tool on the Matter level.
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Billing: Prebill Approval Process
- Prebills section: Paperless Prebill process overview.
- Prebills section: How to send Prebills to the 'Prebills' section from Batch Billing.
- Prebills section: Processing Prebill Results as a Billing Administrator.
- Prebills section: How to view all notifications and make comments as a Billing User.
- Prebills section: How to view all unresolved billable activities.
- Prebills section: How to set a Prebill status to 'Pending', 'On Hold', or 'Approved'.
- Prebills section: How to send Prebills back to general billing.
- Prebills section: How to process, download, and electronically share your Prebills.
- Prebills section: How to print Prebills from the 'Prebills' section.
- Prebills section: How to Invoice all approved Prebills.
- Prebills section: How to enable Automatic Prebill Billing Cycles.
- Prebills section: The Prebill Activities Screen.
- Prebill Section: Adjusting Invoice Hours versus Actual Hours (Write-ups and Write-downs)
- Prebills section: How to send Prebills to the 'Prebills' section from a single Matter.
- How to generate a list of all Time and Expenses billed per Matter on the Premier Tier.
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Business Intelligence
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Calendar
- Creating a calendar Event with saved configurations.
- How to add a Client or Contact as an attendee to a calendar Event.
- How to change your Firm Calendar to show all daily Events.
- How to print your Firm Calendar.
- How to set up a one-way calendar feed from Rocket Matter to iCal on desktop.
- How to create a Task from a calendar Event.
- How to create and view an 'All Day Calendar Event' without blocking your entire day.
- How to set up a one-way calendar feed from Rocket Matter to Google Calendar.
- How to create a 'Private Event'.
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ChatGPT
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Client Portal
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Contacts
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Communicator
- What is the Communicator?
- How to modify your Communicator display photo.
- How to create a private channel in Communicator.
- How to edit user permissions in Communicator.
- How to video conference using Communicator.
- How to upload files to Communicator.
- How to reference a Matter while chatting in Communicator.
- How to reference a Client while chatting in Communicator.
- How to reference a user while chatting in Communicator.
- How to create a calendar Event while chatting in Communicator about a specific date.
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CRM
- Legal CRM - Basic Training
- Legal CRM - Admin Training
- Legal CRM - Automation and Workflows
- CRM: How to add CRM to your account
- CRM: How to add and manage your CRM users.
- CRM FAQ's
- CRM: How to manage and assign leads.
- CRM: Setting up your firm settings, address, and logo.
- CRM: How to set add, modify or delete your dashboard statuses.
- CRM: How to modify dashboard categories.
- CRM: How to add or edit a new Case Type.
- CRM: Add a New Intake; How to add a new contact record, create intake and send intake to Rocket Matter.
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Custom Fields
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Custom Rates
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Dashboard
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Document Templates
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Documents
- How to set up and use the two-way Dropbox Document integration.
- How to set up and use the two-way Box Document integration.
- How to set up and use the two-way Evernote integration.
- How to add a Document.
- How to download and preview Matter Documents.
- How to create a Document folder.
- How to move a Document into a folder.
- How to upload a folder with Documents.
- The 'Documents' section.
- Two-Way Sharing: Document Sharing.
- How to use the 'Download Copy' feature to copy any Document.
- Two-Way Sharing: Document Requests.
- How to create an AssureSign template.
- Acceptable file types for upload into Rocket Matter.
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Essentials
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Fujitsu ScanSnap Integration
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Google Integration: Calendar
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Insurance Defense Module & LEDES Billing
- Insurance Defense Module: What is the Insurance Defense Package for LEDES Billing?
- Insurance Defense Module: How to set up and enable LEDES Billing.
- Insurance Defense Module: How to assign codes to billable time, documents, expenses, notes, tasks, messages and Outlook emails.
- Insurance Defense Module: How to configure LEDES invoice field mapping for all clients and matters.
- Insurance Defense Module: How to invoice with LEDES billing.
- Insurance Defense Module: How to configure LEDES invoice field mapping for a specific client.
- Insurance Defense Module: How to create a Custom Matter Field for all Matters to identify Clients billing with LEDES.
- Insurance Defense Module: How to audit LEDES billing using Audit Mode.
- LEDES: How to assign Timekeeper ID to a user.
- LEDES: Accepted Task, Activity, and Expense codes.
- LEDES: How to insert LEDES information into your invoice template.
- LEDES: How to run a collections report showing payments and adjustments toward Invoices for LEDES billing.
- Classic LEDES: How add activity, task and expense codes to billable time.
- Classic LEDES: How to enable LEDES billing.
- Classic LEDES: How to run invoices with LEDES billing.
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Invoices: Bulk Payments and Adjustments
- What is the 'Invoices' section?
- How to apply payments to Invoices in bulk.
- How to transfer trust funds for Invoices in bulk.
- How to apply payments to Invoices in bulk with a credit card.
- How to apply payments to Invoices in bulk with e-checks.
- How to view all paid and unpaid Invoices.
- How to add debit adjustments to a specific billing entry on the Invoice via the 'Invoices' section.
- How to make a payment toward a specific billing entry on an Invoice via the 'Invoices' section.
- How to write off a balance from an Invoice via the 'Invoices' section.
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Invoice Sharing
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Kanban View
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LawToolBox - Court Rule Calendaring
- How to get started with the LawToolBox integration.
- How to integrate my existing LawToolBox account with Rocket Matter.
- How to modify or delete existing Court Rules with LawToolBox.
- How to add, remove, and set default jurisdictions for Court Rules.
- How to activate your LawToolBox subscription.
- How to activate your free LawToolBox trial.
- How to add a rule for Court Rules calendaring for a specific Matter.
- LawToolBox Support.
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LexShare Integration.
- How to enable the LexShare Integration.
- How to use the LexSign Electronic Signature feature from the LexShare web app.
- How to store Documents in LexShare and Rocket Matter with our two-way Document integration.
- How to preview and/or bill for your LexShare Documents.
- How to use the LexShare Outlook Add-In.
- Sharing encrypted files with LexShare.
- How to invite Clients to the LexShare two-way Client portal.
- How to archive old documents, or retrieve those sent to archive in error.
- How to create an e-signature template for LexShare.
- How to customize your LexShare account with your logo.
- Lexshare: How to use the LexSign Electronic Signature 'Request Signature' feature from Rocket Matter.
- How to add staff members to LexShare.
- How to upload documents to LexShare from within Rocket Matter.
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Matters
- How to add a new Matter.
- How to complete a matter.
- How to set Matter-level permissions.
- How to change a Matter name.
- What is the difference between a 'Closed' Matter and a 'Completed' Matter?
- How to find a closed Matter.
- How to close a Matter.
- Matter Dashboards.
- How to delete a Matter.
- Matter Naming: How to create and automate Matter names in number increments, by Client name or date.
- How to view details for payments and Invoices in the Matter Ledger.
- Matter Custom Number - How to create, and use.
- How to enable payment processing fees on an existing matter.
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Merge Fields
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Matter Stream
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Matter Templates
- What are Matter Templates?
- How to edit a Matter Template.
- Why can't I link an activity in my Matter Template?
- How to edit an Event or Task on a Matter Template.
- How to apply a Matter Template to a brand-new Matter.
- How to apply a Matter Template to an existing Matter.
- How to create a Matter Template.
- How to create a Matter Template.
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Messages
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Mobile Application
- How to add a Matter on the Rocket Matter App.
- How to add a Contact on the Rocket Matter App.
- How to add a calendar Event on the Rocket Matter App.
- How to add a Task on the Rocket Matter App.
- How to add Time, Cost, or Flat Fee billable entries on the Rocket Matter App.
- How to view Activities for a Matter using the Rocket Matter App.
- How to preview Invoices, Documents, and Images in the Rocket Matter App.
- Customize your Rocket Matter App experience.
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NetDocuments
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Notes
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Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint)
- Things to know before syncing your Office 365 Contacts and Calendar.
- How to get started with the Office 365 Integration.
- How to enable Contact Sync with Office 365.
- How to enable Calendar Sync with Office 365 Outlook.
- How to enable and use Document Versioning with the Office 365 Word Integration.
- How to sync and bill for your Emails with Rocket Matter (Office 365 Online Version).
- How to sync Microsoft Word with Rocket Matter (Online Version).
- How to sync your Microsoft Word with Rocket Matter (Desktop Version).
- How to sync Microsoft PowerPoint with Rocket Matter (Online Version).
- Troubleshooting steps for Office 365.
- Beginner's Guide to Microsoft 365 for Law Firms.
- How to enable Office 365 (Outlook and Word) Desktop Integration.
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OneDrive Integration
- OneDrive: Getting Started and how to integrate the OneDrive integration for Personal and Business accounts.
- How to sync folders and documents between Rocket Matter and OneDrive.
- How to capture billable time for OneDrive documents.
- How to create a Word document in Rocket Matter with the OneDrive integration.
- How to edit a Word document using the Rocket Matter OneDrive integration.
- Disconnect Rocket Matter from OneDrive Business.
- Disconnect Rocket Matter from OneDrive Personal.
- How to create a Microsoft Excel file in Rocket Matter using the OneDrive integration
- How to edit an Excel file using the Rocket Matter OneDrive integration.
- Disconnect Rocket Matter from OneDrive.
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Payments
- Payments: How to make a Payment to a Trust account on behalf of a Client for a specific Matter.
- Payments: How to make a Payment to an Operating account on behalf of a Client for a specific Matter.
- Payments: How to add a Payment
- Payment Method: Payment Method Overview and Report
- Payment Method: How edit payment methods.
- Payments: What is a reference number when making a payment?
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Quickbooks Online Integration * New Enhancements
- QuickBooks Online: QBO Integration Overview - What to know before you sync.
- QuickBooks Online: QuickBooks Integration; What data syncs?
- QuickBooks Online: How to configure and setup the Quickbooks online integration.
- QuickBooks Online: Sync while you work; the different areas to sync Quickbooks Online
- QuickBooks Online: Expense Configuration Overview.
- *QuickBooks Online: Sync Statuses (Billable Time, Expenses, Invoices, Payments and Matter Ledger)
- *QuickBooks Online: How do I enable Taxes in QuickBooks Online?
- *QuickBooks Online: Understanding the configuration categories in quickbooks.
- QuickBooks Online: Granular Permission Options
- QuickBooks Online: How to undo a sync
- QuickBooks Online: Troubleshooting tips
- QuickBooks Online: Disconnect and Disable
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Reports
- How to use the 'Billable Activity by User(s)' Report.
- How to use the Origination Report.
- How to use the Productivity per User Report.
- How to use the Productivity per Matter Report.
- How to use the Collections Report.
- Collections Report: Why does 'None' appear as the user in my report?
- How to use the Allocation Report.
- How to use the Invoice Sharing Report.
- How to access Advanced Search.
- How to view the emails you have sent and find out what the email status is.
- 'I want to see a collections report for all matters' Report Key.
- 'I want to see Billable Activity by User(s)' Report Key.
- 'I want to see what the firm is owed' Report Key.
- 'I want to see what the firm has been paid' Report Key.
- 'I want to see a list of all matters' Report Key.
- 'I want to see a list of all invoices processed over a specified time period' Report Key.
- 'I want to see a list of all tasks in open matters' Report Key
- 'I want to see all matter related contacts' Report Key
- 'I want to see originator for all clients' Report Key
- 'I want to see all my statements per client' Report Key
- 'I want to see the status of my paperless invoices' Report Key
- 'I want to see all my matters that have a certain workflow status attached' Report Key
- 'I want to see a high level view of my matters and their statuses' Report Key
- 'I want to see all matters in which I am sharing invoices' Report Key
- 'I want to see a list of all of my matters which have a tax rate applied to them' Report Key
- 'I want to see the taxes invoiced and collected during a time period' Report Key
- 'I want to see the allocation for all payments received during a time period' Report Key
- 'I want to see all the expenses incurred' Report Key
- 'I want to see a list of matters with budgets' Report Key
- 'I want to see all of my trust transactions by client' Report Key.
- 'I want to see all of my trust account transactions' Report Key
- 'I want to see all payments towards invoices' Report Key.
- 'I want to see a list of all matters with an Evergreen Retainer' Report Key
- How to use the 'I want to see the firm's collection realization rate' Report.
- How to run a report showing the trust balances for all matters; Open, Closed or Completed.
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Rocket Matter Pay - Credit/Debit Card Processing
- Rocket Matter Pay Sign Up.
- What is a recurring billing plan?
- What is a payment plan?
- How to make a payment to operating with Rocket Matter Pay.
- How to stop a payment plan or recurring billing plan with Rocket Matter Pay.
- How to 'Edit payment processing fee default'.
- How to issue a refund with Rocket Matter Pay.
- 'Request Retainer' with Rocket Matter Pay.
- How to request a retainer for a Client's trust account with Rocket Matter Pay.
- How to request a retainer for a specific Matter's operating account with Rocket Matter Pay.
- How to see my payment transactions with Rocket Matter Pay.
- What does my Client see when making a payment using Rocket Matter Pay?
- How to start an automated recurring billing plan for your Client with Rocket Matter Pay.
- How to start an automated payment plan for your Client with Rocket Matter Pay.
- How to refund or void a transaction on Propay.
- How to make a payment to Trust with Rocket Matter Pay.
- How to edit an existing payment plan with Rocket Matter Pay.
- How to edit an existing recurring billing plan with Rocket Matter Pay.
- Surcharging with Rocket Matter Pay.
- Merchant Surcharge Q and A.
- How to access your Profac Portal.
- Mastercard Merchant Surcharging Forms Guide.
- Setting up your Rocket Matter Account for Surcharging.
- Rocket Matter Pay Decline Codes - Stax
- Rocket Matter Pay Portal - Dashboard, Reports, Payments, Refunds, Website payment links, and more!
- Rocket Matter Pay: How to create a secure Payment Link for your email, or website.
- Rocket Matter Pay Portal - How to run, and use the Reports with Stax.
- Rocket Matter Pay Portal - How to receive notifications by email for all Rocket Matter Pay transactions with Stax.
- Rocket Matter Pay: How to run a report of all clients on a Payment Plan or Recurring Billing Plan.
- How to edit the 'Rocket Matter Shared Invoice Email' template.
- How to 'Edit payment receipt email' template.
- How to 'Edit payment plan receipt email' template.
- How to 'Edit refund email' template.
- How to modify the 'Request Retainer' email.
- Important Notice: Action Required Update to Payment Processing Environment for Stax customers.
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Rocket Matter Pay - E-Check Processing
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Rocket Matter Track
- Rocket Matter Track: Getting Started, Setup, and Important Information
- Rocket Matter Track: Pomodoro Timer
- Rocket Matter Track: Stopwatch Timer
- Rocket Matter Track: How to view current timers
- Rocket Matter Track: How to bill for your timers.
- Rocket Matter Track: How to create linking rules and use the automatically apply linking rules feature.
- Rocket Matter Track: How to create linking rules and use the manually apply activities individually, and in bulk.
- Rocket Matter Track: How to manually apply billable activities to their timers.
- Rocket Matter Track: How to start, or pause automatic tracking
- Rocket Matter Track: Timesheet; Set idle time detection and exclude applications from timesheet.
- Rocket Matter Track: Keyboard Shortcuts
- Rocket Matter Track: How to copy, delete, import or export linking rules.
- Rocket Matter Track: How to link activities in bulk
- Rocket Matter Track: How to delete activities in bulk.
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Rocket Project Management
- What is Rocket Project Management?
- How to add a Matter Type.
- How to create and modify Workflow Statuses.
- How to assign a Matter Type and status to a Matter Template using Rocket Project Management.
- How to define Workflow Transitions.
- How to apply a Workflow Status to an existing Matter.
- How to apply a workflow 'Status' to a new matter.
- How to change the Matter Workflow Status.
- How to undo a Matter Workflow Status change.
- Is there a report to see all Matters that have a Workflow Status attached?
- Is there a report to see a high-level view of my Matters and their statuses?
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Ruby Receptionist Integration
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Setup Guide: User
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Settings
- How to update your password.
- How to update another user's password.
- How to add a new user.
- How to update the payment information for your Rocket Matter account.
- How to view your Rocket Matter subscription history.
- How to deactivate a user.
- How to delete a user.
- How to activate Two-Factor Authentication.
- How do I set user permissions?
- How do I apply 'Of Counsel' access to a user account?
- Default permissions role index for RM Permissions.
- Role Permissions: How to manage user permissions.
- Role Permissions: How to create a new role for user permissions.
- Role Permissions: How to set 'Of Counsel' permissions for a user.
- Role Permissions: Creating Roles and Permission Dependencies in Rocket Matter.
- How to deactivate a user with pending billable activity.
- How to edit your 'User Profile'.
- Role Permissions: How to enable role-based permissions on a new Matter.
- Role Permissions: Custom Field Permissions.
- Role Permissions: How to enable role-based permissions in an existing Matter.
- How to enable and disable Single Sign-on (SSO)
- How to use Single Sign-on in the Mobile App (SSO)
- How to log in with Single-Sign on enabled (SSO)
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Setup Guide: Firm
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Smith.ai Integration
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Tags
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Tasks
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Templates: Invoice, Summary and Statement
- Template Basics.
- Invoice Template options available by default.
- How to change the firm name and address on your Invoice, Summary, or Unpaid Invoice Statements.
- How to edit and upload Invoice Templates.
- How do I choose one of Rocket Matter's six preformatted Invoice Templates?
- How do I change my default Invoice Template?
- How do I delete an Invoice Template?
- How do I add or change a merge field on my Invoice Template?
- How to set a specific Invoice Template for one Matter.
- How do I add a logo to my Invoice Template?
- How to modify my Summary Template.
- How to modify my Unpaid Invoice Statement Template.
- Templates: What is the difference between an Invoice Template, Summary Template and Unpaid Invoice Statement Template?
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Tools
- How to run a Conflict Check.
- 'Tools' at your fingertips.
- Matter Bulk Actions: How to assign an interest rule, discount rule, tax, or convenience fee to Matters in bulk.
- Matter Bulk Actions: How to view all Clients and Matters with assigned interest rules, discount rules, convenience fees or tax.
- How to view all matters without Invoice sharing configured.
- How to turn Invoicing sharing on in bulk.
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Trust Accounting
- How to request a retainer for a Client. (Client level - Trust)
- How to view the Trust Ledger for a Client.
- How to add a Payment to trust.
- How to run an Invoice for one Matter and apply trust funds.
- RM Trust: How to create and add an additional Trust Account for a Client.
- RM Trust: How to transfer trust funds between accounts for a Client.
- RM Trust: How to request a retainer for a Client.
- RM Trust: How to view all Trust Accounts and Trust Balances by Client.
- RM Trust: How to set up an automated payment plan.
- RM Trust: How to set up an automated recurring billing plan.
- RM Trust: How to make an adjustment to a Client's Trust Account.
- RM Trust: How to apply a Payment to a Client's Trust Account.
- RM Trust: Adding trust configurations to a new Matter.
- RM Trust: Trust Account transactions in a 'Ledger' and 'List' view.
- RM Trust: How to delete or close a Trust Account.
- RM Trust: How to set a default Trust Account for a single Matter.
- RM Trust: How to apply Payments to Invoices in bulk using trust.
- RM Trust: How to delete a Trust deposit.
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