Skip to main content

Rocket Matter

Rocket Matter FAQ

Rocket Matter Knowledge BaseMatter Templates

Rocket Matter Knowledge Base

Matter Templates

View all chapters

Topics

Additional Billing Options 31
Additional Information 3
Batch Billing 10
Billing by Matter 12
Billing: Prebill Approval Process 15
Business Intelligence 3
Calendar 9
ChatGPT 3
Client Portal 2
- How to send a Portal Invitation and Client set up.
- Portal help for Clients.
Contacts 8
Communicator 10
CRM 12
Custom Fields 4
Custom Rates 5
Dashboard 1
- User Time Tracking Calendar: Overview, and how to use.
Document Templates 4
Documents 14
Essentials 1
- Rocket Matter Essentials Tier
Fujitsu ScanSnap Integration 0
Google Integration: Calendar 3
Insurance Defense Module & LEDES Billing 15
Invoices: Bulk Payments and Adjustments 9
Invoice Sharing 4
Kanban View 3
LawToolBox - Court Rule Calendaring 8
LexShare Integration. 13
Matters 13
Merge Fields 2
- Invoice Template merge fields.
- Document Template merge fields.
Matter Stream 2
- What is the 'Matter Stream'?
- How to 'Subscribe' to the Matter Stream.
Matter Templates 8
Messages 3
Mobile Application 8
NetDocuments 5
Notes 1
- How to add Notes to a Matter.
Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint) 12
OneDrive Integration 10
Payments 6
Quickbooks Online Integration * New Enhancements 12
Reports 35
Rocket Matter Pay - Credit/Debit Card Processing 35
Rocket Matter Pay - E-Check Processing 5
Rocket Matter Track 14
Rocket Project Management 11
Ruby Receptionist Integration 1
- Ruby Receptionist Integration.
Setup Guide: User 1
- User Setup Guide.
Settings 23
Setup Guide: Firm 1
- Firm Setup Guide.
Smith.ai Integration 1
- Smith.ai integration Overview and Setup.
Tags 2
- What is a tag?
- How to add, remove, or rename tags.
Tasks 6
Templates: Invoice, Summary and Statement 13
Tools 6
Trust Accounting 18
Training on Rocket Matter, it's Free! 1
- Rocket Matter Training

Recent Updates

How to invite Clients to the LexShare two-way Client portal.
Rocket Matter Training
Setting up your Rocket Matter Account for Surcharging.
Merchant Surcharge Q and A.
Surcharging with Rocket Matter Pay.

More