Rocket Matter FAQ
Topics
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Additional Billing Options
15
- How to run multiple timers.
- How to apply taxes to a matter.
- How to set up Tax and Surcharge Rules
- How to set up convenience fees.
- How to set up interest rates.
- What does 'no charge' mean?
- 9 Ways to bill as you work!
- Enabling Matter Budgets.
- How to make an adjustment to the Matter Ledger.
- How to make an adjustment to a client's trust ledger.
- How to make a payment on behalf of a client for a specific matter to their trust account.
- How to make a payment on behalf of a client for a specific matter to their operating account.
- 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.
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Batch Billing
10
- How to invoice a batch for matters with current charges.
- How to invoice a batch for matters with current charges and include unpaid invoices.
- How to generate a batch of 'Unpaid Invoice Statements'.
- What is the different between a statement and an invoice?
- How to download invoices from a batch billing.
- What does 'Days since invoice was generated' mean?
- How to delete a single statement.
- How to delete a single invoice.
- How to modify my Unpaid Invoice Statement Template.
- How to download multiple invoices for one client on one document.
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Billing by Matter
17
- How to run an invoice for current charges for a single matter.
- How to resend an invoice.
- What does 'Days since invoice was generated' mean?
- How to use Matter Budgets.
- How to delete a payment.
- How to modify my Unpaid Invoice Statement Template.
- What is the difference between a statement and an invoice?
- How to download a statement for a single matter.
- How to download your batch of statements.
- How to setup discount rates.
- How to setup convenience fees.
- How to setup interest rates.
- What does 'Non-billable' mean?
- What does 'do not charge' mean?
- What is default matter billing type?
- How to calculate billing units.
- How to produce proof of payment.
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Calendar
7
- Creating a calendar event with saved configurations.
- How to add a client or contact as an attendee to a calendar event.
- How do I change my firm calendar to show all daily events.
- How to print your firm calendar.
- How to sync with Google Calendar.
- How to activate a one-way calendar feed.
- How to integrate your Rocket Matter calendar on your iPhone.
- Client Portal 1
- Contacts 5
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Communicator
10
- What is Communicator?
- How to modify my communicator display photo.
- How to create a private channel.
- How to add or remove a user as an admin of a channel.
- How to video conference a user.
- How to drag and drop and upload folders, documents and images through 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 about a specific date.
- Custom Fields 4
- Custom Rates 3
- Document Templates 4
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Documents
16
- COMING SOON * How to set up and use the 2-way Dropbox Document Integration.
- COMING SOON * How to set up and use the 2-way Box Document Integration.
- COMING SOON * How to set up and use the 2-way Evernote Integration.
- How to add a Document.
- How to download and preview Matter Documents.
- How to set up a Dropbox integration.
- How to set up a Box integration.
- How to map a Dropbox Directory to Matter Documents.
- How to map a Box Directory to Matter Documents.
- What file types can be uploaded into Rocket Matter?
- How to create a Document Folder.
- How to move a Document into a Folder.
- How to upload a Folder with Documents.
- What file types can I upload into Rocket Matter Documents?
- How to set up and use the Evernote Integration.
- Documents Section.
- Essentials 1
- IMAP: How to map your emails into Rocket Matter. 1
- Google Integration (Calendar and Email Sync) 3
- Fujitsu ScanSnap Integration 1
- Invoices: In-Line Editing 1
- Invoices: Bulk Payments and Adjustments -NEW! 6
- Invoice Sharing 5
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Invoice Templates
12
- Template Basics.
- What are the three different templates?
- How to change the Firm name and address on your invoice, summary or unpaid invoices.
- How to edit and upload Invoice Templates.
- How do I choose one of Rocket Matter's 6 pre-formatted 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.
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Insurance Defense Package - LEDES Billing
13
- What is the Insurance Defense Package for LEDES Billing?
- Setup and enable LEDES Billing - Start to finish!
- How to enable LEDES Billing.
- Accepted Task, Activity and Expense LEDES codes.
- How to configure LEDES Invoice Field Mapping for all clients and matters.
- How to configure LEDES Invoice Field Mapping for a specific client.
- How to assign Timekeeper ID's to a user.
- How to create a custom matter field for all matters to identify clients billing with LEDES.
- How to run bills for LEDES only.
- How to audit LEDES billing.
- How to insert LEDES information to my invoice template.
- How to run a collections report showing payments and adjustments towards invoices for LEDES billing.
- How to bill for an activity, task or expense code using LEDES billing.
- Kanban View 3
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LawToolBox - Court Rule Calendaring
8
- How to get started with the LawToolBox integration.
- How to integrate my existing LawToolBox account with Rocket Matter.
- How to add a rule for court rules calendaring for a specific matter.
- How to modify or delete existing court rules.
- How to add or remove my jurisdiction for court rules and set default jurisdiction for LawToolBox.
- How to activate your LawToolBox subscription.
- How to activate your free trial for your account.
- How to add a rule for court rules calendaring for a specific matter.
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LexCharge Integration - Credit/Debit Card Processing
21
- What is a recurring billing plan?
- How to get started with billing and payment automation with LexCharge.
- How to make a payment on behalf of a client for a specific matter to their operating account.
- How to stop a payment plan or recurring billing plan.
- How to 'Edit payment processing fee default'.
- How to 'Edit a payment email' template.
- How 'Edit a payment receipt email' template.
- How to 'Edit a payment plan receipt email' template.
- How to 'Edit a refund email' template.
- How to issue a refund with LexCharge.
- What is ‘Request Retainer’?
- How to modify ‘Request Retainer’ email.
- How to request a retainer for a client's trust account.
- How to request a retainer for a specific matter's operating account.
- How to see a report of all my payments, retainers and their statuses.
- What does my client see when making a payment using the LexCharge integration?
- Accessing your Propay Portal.
- LexCharge Sign Up.
- How to setup an automated recurring billing plan.
- How to setup an automated payment plan.
- How to refund or void a transaction on Propay.
- LexCharge Integration - E-Check Processing 5
- Matters 9
- Matter Stream 2
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Matter Templates
9
- 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 for an existing matter.
- How to assign a matter type and status to a new matter template using Rocket Project Management?
- Merge Fields 2
- Messages 3
- Mobile Application 7
- Notes 1
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Office 365 Integration (Outlook Email, Calendaring, Word and Powerpoint)
10
- 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.
- QuickBooks Online Integration 6
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Reports
35
- How do I 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.
- What is the Business Intelligence Module?
- How to use the Business Intelligence Module.
- '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
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Rocket Project Management
11
- 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 new matter.
- How do I change the matter workflow status.
- How do I 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?
- Ruby Receptionist Integration 1
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Settings
15
- How to update my password.
- How to update a users password.
- How to add a new user.
- How to update my payment information for my Rocket Matter account.
- How to view your Rocket Matter Payment History.
- How to deactivate a user.
- How to delete a user.
- How do I 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.
- RM Permissions: How to manage user permissions.
- RM Permissions: How to create a new role for user permissions.
- RM Permissions: How to set 'Of Counsel' permissions for a user.
- RM Permissions: Creating Roles and Permission Dependencies in Rocket Matter.
- Smith.ai Integration 1
- Tags 2
- Tasks 3
- Tell Tali Integration 1
- Trust Accounting 4
- Free training on Rocket Matter 1
- Tools 2