Rocket Project Management enables attorneys to easily create transitions between different phases of a case. Each phase can contain its own calendar calculations, custom data, and tasks, allowing legal professionals to set up automated systems so that they never miss deadlines. We can accomplish this by attaching a matter template to each status. When a Matter is switched from one phase to another, all of this predefined data automatically appears in Rocket Matter.

Along with the workflows, you’ll have access to sophisticated reporting about the status of the Matters going through phases. For example, legal professionals can easily tell how many Matters are in each phase, which are on schedule, and which are overdue. Rocket Project Management integrates with Rocket Matter’s Communicator, the software’s internal messaging tool, alerting lawyers on their mobile devices when the status of a case has changed.

For additional information check out some of our other helpful articles:

• How to add a Matter Type.
• How to create/modify workflow statuses.
• How to define a workflow transition. 
• How to apply a workflow status to a Matter.

For additional support, please contact Support at 888-432-1529.

Looking for additional personalized assistance in setting up your statuses and transitions? Contact Rocket Matter to schedule a consultation with Rocket Matter's Head Trainer.