Automate the process of creating a Matter with commonly associated events and tasks with Matter Templates.  Matter Templates can be applied to brand-new matters, or they can be applied to existing matters.  

When you apply a Matter Template to an existing matter, you have the ability to layer workflows of events and tasks to a matter-in-progress.

Before a Matter Template is applied to an existing matter, you will be prompted by Rocket Matter to authorize whether or not you want to overwrite specific matter descriptions, or override existing matter settings.  Once you approve the overwriting of descriptions, or the overriding of settings, you will not be able to revert to the previous data.

Matter Template events and tasks can be linked to create cascading activities.

If you are unable to link a Parent activity to an event or task, it is likely that your Parent activity has not yet been designated as a Milestone.

Designating your event or activity as a Milestone will enable other activities to be linked.

Here is how to edit an event or task so that they are 'linkable':

Matter-Level permissions can be set in Rocket Matter by specifying who can view a Matter.

Following are instructions on how to do so:

Adding a logo to your Invoice Template is easy!   Simply download your invoice template and open it in Word.  In Word, add your logo, and upload our updated Invoice Template back into Rocket Matter.  

If you've recently updated your invoice templates, you may be storing outdated templates in your Rocket Matter system.

You can easily delete your outdated templates as follows: