Rocket Matter FAQ

Recent Updates

How to export Rocket Matter data like Clients, Contacts, or Matters with 'Advanced Search'.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Contacts How to export Rocket Matter data like Clients, Contacts, or Matters with 'Advanced Search'.
Essentials Pro premier
How to edit a ‘Related Contact’ within a Matter.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Contacts How to edit a ‘Related Contact’ within a Matter.
Essentials Pro premier
Rocket Matter Contacts.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Contacts Rocket Matter Contacts.
Contacts new contact create contact contact record Essentials Pro premier
How to make a payment to Trust with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to make a payment to Trust with Rocket Matter Pay.
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How to start an automated payment plan for your Client with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to start an automated payment plan for your Client with Rocket Matter Pay.
automated Billing LexCharge Payment payment plan setup payment plan Essentials Pro premier
How to stop a payment plan or recurring billing plan with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to stop a payment plan or recurring billing plan with Rocket Matter Pay.
stop payment plan recurring billing cancel LexCharge Billing Essentials Pro premier
How to make a payment to operating with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to make a payment to operating with Rocket Matter Pay.
credit card payment how to add a payment merchant processing LexCharge Payments Credit Card operating account operating record a payment Payment card on file Essentials Pro premier
How to start an automated recurring billing plan for your Client with Rocket Matter Pay.
Updated on: Sep 08, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to start an automated recurring billing plan for your Client with Rocket Matter Pay.
automated Billing LexCharge recurring recurring billing recurring billing plan setup Essentials Pro premier
How to modify your Communicator display photo.
Updated on: Sep 06, 2022
- Rocket Matter Knowledge Base Communicator How to modify your Communicator display photo.
communicator messaging Upload photo Pro premier
How to edit an existing recurring billing plan with Rocket Matter Pay.
Updated on: Sep 06, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to edit an existing recurring billing plan with Rocket Matter Pay.
Essentials Pro premier