Rocket Matter FAQ

Recent Updates

User Setup Guide.
Updated on: Jun 23, 2022
- Rocket Matter Knowledge Base Setup Guide: User User Setup Guide.
Things to know before syncing your Office 365 Contacts and Calendar.
Updated on: Jun 22, 2022
- Rocket Matter Knowledge Base Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint) Things to know before syncing your Office 365 Contacts and Calendar.
Office 365 Pro premier
What is the Communicator?
Updated on: Jun 22, 2022
- Rocket Matter Knowledge Base Communicator What is the Communicator?
communicator messaging dm Direct Messaging Pro premier
What is Rocket Project Management?
Updated on: Jun 22, 2022
- Rocket Matter Knowledge Base Rocket Project Management What is Rocket Project Management?
Rocket Project Management workflow statuses transitions Pro premier
What are Matter Templates?
Updated on: Jun 22, 2022
- Rocket Matter Knowledge Base Matter Templates What are Matter Templates?
activity automated cascading event Matter Matter Templates Milestone Task Template templates workflow Pro premier
How to see my payment transactions with Rocket Matter Pay.
Updated on: May 11, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing How to see my payment transactions with Rocket Matter Pay.
Report Request Retainer LexCharge Essentials Pro premier
'Request Retainer' with Rocket Matter Pay.
Updated on: May 11, 2022
- Rocket Matter Knowledge Base Rocket Matter Pay - Credit/Debit Card Processing 'Request Retainer' with Rocket Matter Pay.
LexCharge Request Reatiner Trust operating Credit Card debit card e-check funds Essentials Pro premier
How to activate your LawToolBox subscription.
Updated on: May 11, 2022
- Rocket Matter Knowledge Base LawToolBox - Court Rule Calendaring How to activate your LawToolBox subscription.
free trial LawToolBox calendaring Court rules Pro premier
Rocket Matter Essentials Tier
Updated on: May 11, 2022
- Rocket Matter Knowledge Base Essentials Rocket Matter Essentials Tier
Essentials
RM Trust: How to apply Payments to Invoices in bulk using trust.
Updated on: Mar 20, 2022
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to apply Payments to Invoices in bulk using trust.
add bulk Invoice LexCharge multiple invoices record premier