Rocket Matter FAQ

Recent Updates

Things to know before syncing your Google Calendar.
Updated on: May 03, 2023
- Rocket Matter Knowledge Base Google Integration: Calendar Things to know before syncing your Google Calendar.
Google Calendar calendaring Gmail Google Sync Pro premier
How to add staff members to LexShare.
Updated on: Apr 18, 2023
- Rocket Matter Knowledge Base LexShare Integration. How to add staff members to LexShare.
What is E-Check?
Updated on: Apr 18, 2023
- Rocket Matter Knowledge Base Rocket Matter Pay - E-Check Processing What is E-Check?
LexCharge Rocket Matter Payments e-check payment processor Essentials Pro premier
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)
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