How to add a matter type.
You can assign Matter Types to matters for better organization and more accurate reporting. You can also build cases statuses and status transitions to track case progress individually and on a firm-wide level. Once you have added a Matter Type, create some Workflow Statuses and build Workflow Transitions to outline a roadmap for how a particular Matter Type case type should progress.
1. Navigate to 'Settings' (Only administrators will have access).
2. In Rocket Project Management, click on 'Edit Matter Types'.
3. Add a matter type by clicking on the green plus sign in the right corner. Enter the name and description for this matter type.
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.