Rocket Matter Knowledge Base
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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.