How to add a Matter on the Rocket Matter App.

NOTE: To view and use the icons listed below, click on 'Settings' and toggle 'Show Persistent Menu'.

1. Select 'Add Other' from the main Dashboard.

2. Select 'Matter'.

3. Enter the Client's name.

NOTE: If this is a new client, you must add them as a Contact first.

4. A window will appear, use the search bar to find the Client's name.

5. Then, enter the Matter name.  

6. Choose a Billing Method, set the Statue of Limitations, and set permissions for who can view the Matter.

7. Click 'Save' in the top right-hand corner of your screen.