Recent Updates
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Updated on: Apr 03, 2020
How do I change my firm calendar to show all daily events.
You can now change your Monthly Firm Calendar from "Fit events" view to "Show all events" view. Following are instructions on how to do so:
Manual Rocket Matter Knowledge Base -
Updated on: Apr 03, 2020
How to setup an automated payment plan.
Manual Rocket Matter Knowledge Base -
Updated on: Apr 03, 2020
How to setup an automated recurring billing plan.
Manual Rocket Matter Knowledge Base -
Updated on: Apr 03, 2020
How to add a client or contact as an attendee to a calendar event.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 26, 2020
How to set up and use Evergreen Retainer on an existing matter.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 26, 2020
How to set up and use Evergreen Retainer on a new matter.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 25, 2020
How to share invoices and documents through Portal.
After your Client is set up with a Portal Account, you can share Documents, Invoices and Events with them. Invoices can be shared automatically with Clients through the Portal, or you can choose to share invoices manually through the Portal. Following are instructions on how to share Invoices and Documents manually through the Portal:
Manual Rocket Matter Knowledge Base -
Updated on: Mar 24, 2020
How to delete a user.
Deactivating a Rocket Matter User will remove the User's ability to log into the system, but will retain the User's history and billing information.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 02, 2020
How to modify ‘Request Retainer’ email.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 02, 2020
How to get started with billing and payment automation with Rocket Matter Payments.
Manual Rocket Matter Knowledge Base