Recent Updates
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Updated on: Sep 30, 2021
How to set up an automatic payment plan with an E-Check.
Manual Rocket Matter Knowledge Base -
Updated on: Sep 30, 2021
How do I find a report of E-Check payments?
Manual Rocket Matter Knowledge Base -
Updated on: Sep 30, 2021
How do I deposit an E-Check on behalf of my Client?
Manual Rocket Matter Knowledge Base -
Updated on: Aug 12, 2021
How to run an Invoice for one Matter and apply trust funds.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 09, 2021
Invite Users from within Rocket Matter!
Manual Rocket Matter Knowledge Base -
Updated on: Aug 09, 2021
How to use the Invoice Sharing Report.
The "Invoice Sharing Report" displays all Customers who have Automatic Invoice Sharing enabled, and lists whether invoices are shared via email or portal.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 09, 2021
Collections Report: Why does 'None' appear as the user in my report?
In the Collections Report, 'User' is the Primary Attorney associated with a matter. If the Primary Attorney field is left blank, the User is listed as 'None'. When Primary Attorney is assigned, those matters are listed under their designated Primary Attorney.
Follow these steps to assign a Primary Attorney to those matters listed under a 'None' entry:
Manual Rocket Matter Knowledge Base -
Updated on: Jun 23, 2021
Customize your Rocket Matter App experience.
Manual Rocket Matter Knowledge Base -
Updated on: May 25, 2021
How to add phone Messages.
Manual Rocket Matter Knowledge Base -
Updated on: May 24, 2021
'I want to see Billable Activity by User(s)' Report Key.
Manual Rocket Matter Knowledge Base