Rocket Matter FAQ

Recent Updates

How to request a retainer for a Client. (Client level - Trust)
Updated on: Apr 17, 2023
- Rocket Matter Knowledge Base Trust Accounting How to request a retainer for a Client. (Client level - Trust)
client Contact Request Retainer Trust Billing
RM Trust: How to request a retainer for a Client.
Updated on: Apr 17, 2023
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to request a retainer for a Client.
Trust Request retainer premier
How to request a retainer for a specific Matter's operating account with Rocket Matter Pay.
Updated on: Apr 17, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to request a retainer for a specific Matter's operating account with Rocket Matter Pay.
Request Retainer Matter LexCharge Essentials Pro premier
How to request a retainer for a Client's trust account with Rocket Matter Pay.
Updated on: Apr 17, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to request a retainer for a Client's trust account with Rocket Matter Pay.
Request Retainer client Contact Essentials Pro premier
How to get started with the Office 365 Integration.
Updated on: Apr 06, 2023
- Rocket Matter Knowledge Base Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint) How to get started with the Office 365 Integration.
Office 365 getting started Integration Pro premier
How to write off a balance from an Invoice via the 'Invoices' section.
Updated on: Apr 05, 2023
- Rocket Matter Knowledge Base Invoices: Bulk Payments and Adjustments How to write off a balance from an Invoice via the 'Invoices' section.
Prebill Section: Adjusting Invoice Hours versus Actual Hours (Write-ups and Write-downs)
Updated on: Apr 04, 2023
- Rocket Matter Knowledge Base Billing: Prebill Approval Process Prebill Section: Adjusting Invoice Hours versus Actual Hours (Write-ups and Write-downs)
premier
Prebills section: How to send Prebills back to general billing.
Updated on: Apr 03, 2023
- Rocket Matter Knowledge Base Billing: Prebill Approval Process Prebills section: How to send Prebills back to general billing.
premier
CRM: Setting up your firm settings, address, and logo.
Updated on: Mar 28, 2023
- Rocket Matter Knowledge Base CRM CRM: Setting up your firm settings, address, and logo.
How to enable the Contact Vendor on Expenses.
Updated on: Mar 03, 2023
- Rocket Matter Knowledge Base Additional Billing Options How to enable the Contact Vendor on Expenses.
Expenses vendor expense Contact Cost costs Business Contacts