Recent Updates
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Updated on: Feb 16, 2022
How to activate your free LawToolBox trial.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 16, 2022
How to add, remove, and set default jurisdictions for Court Rules.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 16, 2022
How to modify or delete existing Court Rules with LawToolBox.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 16, 2022
How to integrate my existing LawToolBox account with Rocket Matter.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 16, 2022
How to add a rule for Court Rules calendaring for a specific Matter.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 16, 2022
How to get started with the LawToolBox integration.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 14, 2022
How to access Advanced Search.
Advanced Search gives you robust search capabilities in the following categories: Clients, Matters, Contacts, Activities, Tags, Users, Contact Custom Fields, and Matter Custom Fields.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 11, 2022
How to use the Collections Report.
The Collections Report is part of Rocket Matter's Advanced Analytics Module.
This Collections Report shows you which clients are paying the most on their invoices, and which clients are paying the least on their invoices. It also displays invoice dates and amounts, the amounts collected on those invoices, costs included on the invoices, and the percentages of revenues collected.
Collections Report details include Client, Matter, Invoice Date, Invoice Amount, Collected Amount, Cost, and Revenue Collections.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 11, 2022
How to use the Productivity per Matter Report.
The Productivity per Matter Report is part of Rocket Matter's Advanced Analytics Module.
Productivity per Matter helps you understand which of your cases are absorbing the majority of your time by showing you a breakdown of how much time a user bills for and doesn't bill for, and how many fees have been billed for or not billed for. An effective billing rate is also calculated for each user.
The metrics of this report are as follows:
Fees Worked = Amount if the user had billed for billable, non-billable, and no-charge fees.
Fees Billed = Billable, non-billable, and no-charge fees
Hours Worked = All time spent on a matter (Billable, non-billable, and no-charge)
Hours Billed = Billable time spent on a matter
Effective Billing Rate = Fees Worked divided by Hours Billed
Productivity per Matter details include User, Fees Worked, Fees Billed, Hours Worked, Hours Billed, Effective Billing Rate.
Manual Rocket Matter Knowledge Base -
Updated on: Feb 11, 2022
How to add Notes to a Matter.
Manual Rocket Matter Knowledge Base