Rocket Matter Knowledge Base MattersMatter Bulk Actions: Add Interest, Discounts, Taxes, and/or Convenience Fees in bulk.

Matter Bulk Actions: Add Interest, Discounts, Taxes, and/or Convenience Fees in bulk.

Matter Bulk Actions allows you to update Matters in bulk. Features include interest, discounts, taxes, and convenience fees. 

NOTE: In order to use Matter Bulk Actions, you must enable the permission in 'Settings'. Accessing the 'Settings' section requires administrative access. For help, contact your firm administrator. 

1. Select 'Tools' from the left-hand navigation panel.

2. Click on 'Matter Bulk Actions'.

3. Choose the filters you would like to apply and click 'Get Answer'.

You may filter by Case Type, Matters without certain rules applied, Clients, Primary Attorney, Matter Custom Field, Interest, Discount, Taxes and/or Convenience Fee rules.

4. Toggle the Matters you wish to change in bulk. Then, click 'Bulk Actions'.

5. Toggle the desired bulk update(s), and choose the rule from the drop-down menu.

6. Click 'Update Matters' to update in bulk.

7. Return to filters to generate a new list of Matters if you would like to view the applied rules.