How to close a Matter.
1. Navigate to the Matter.
2. Click 'Edit Matter'.
3. Toggle 'Closed' and specify the closing date.
4. Scroll to the bottom of the screen, and click 'Save Matter'.
Rocket Matter FAQ
Topics
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Additional Billing Options 31
- 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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Batch Billing 10
- 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 12
- 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 15
- 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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Calendar 9
- 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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Contacts 8
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Communicator 10
- 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 12
- 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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Documents 14
- 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 1
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Fujitsu ScanSnap Integration 0
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Google Integration: Calendar 3
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Insurance Defense Module & LEDES Billing 15
- 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 9
- 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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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 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. 13
- 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 13
- 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 2
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Matter Stream 2
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Matter Templates 8
- 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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Mobile Application 8
- 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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Notes 1
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Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint) 12
- 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 10
- 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 6
- 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 12
- 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 35
- 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 35
- 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 Track 14
- 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 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 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 1
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Setup Guide: User 1
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Settings 23
- 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 1
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Smith.ai Integration 1
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Templates: Invoice, Summary and Statement 13
- 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 6
- 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 18
- 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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Training on Rocket Matter, it's Free! 1