Recent Updates
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Updated on: Apr 17, 2023
How to request a retainer for a Client. (Client level - Trust)
Manual Rocket Matter Knowledge Base -
Updated on: Apr 17, 2023
RM Trust: How to request a retainer for a Client.
Manual Rocket Matter Knowledge Base -
Updated on: Apr 17, 2023
How to request a retainer for a specific Matter's operating account with Rocket Matter Pay.
Manual Rocket Matter Knowledge Base -
Updated on: Apr 17, 2023
How to request a retainer for a Client's trust account with Rocket Matter Pay.
Manual Rocket Matter Knowledge Base -
Updated on: Apr 06, 2023
How to get started with the Office 365 Integration.
Manual Rocket Matter Knowledge Base -
Updated on: Apr 05, 2023
How to write off a balance from an Invoice via the 'Invoices' section.
Manual Rocket Matter Knowledge Base -
Updated on: Apr 04, 2023
Prebill Section: Adjusting Invoice Hours versus Actual Hours (Write-ups and Write-downs)
Manual Rocket Matter Knowledge Base -
Updated on: Apr 03, 2023
Prebills section: How to send Prebills back to general billing.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 28, 2023
CRM: Setting up your firm settings, address, and logo.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 03, 2023
How to enable the Contact Vendor on Expenses.
Manual Rocket Matter Knowledge Base