Rocket Matter FAQ

Recent Updates

RM Trust: How to set up an automated recurring billing plan.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to set up an automated recurring billing plan.
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RM Trust: How to set up an automated payment plan.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to set up an automated payment plan.
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RM Trust: How to transfer trust funds between accounts for a Client.
Updated on: Mar 17, 2021
- Rocket Matter Knowledge Base Trust Accounting RM Trust: How to transfer trust funds between accounts for a Client.
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What is the 'Matter Stream'?
Updated on: Feb 09, 2021
- Rocket Matter Knowledge Base Matter Stream What is the 'Matter Stream'?
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How to 'Subscribe' to the Matter Stream.
Updated on: Feb 01, 2021
- Rocket Matter Knowledge Base Matter Stream How to 'Subscribe' to the Matter Stream.
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How to create a Matter Template.
Updated on: Jan 26, 2021
- Rocket Matter Knowledge Base Matter Templates How to create a Matter Template.
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Invoice Template merge fields.
Updated on: Dec 30, 2020
- Rocket Matter Knowledge Base Merge Fields Invoice Template merge fields.
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Text Message Integration: Kenect.
Updated on: Dec 07, 2020
- Rocket Matter Knowledge Base Additional Information Text Message Integration: Kenect.
What is the difference between a 'Closed' Matter and a 'Completed' Matter?
Updated on: Nov 12, 2020
- Rocket Matter Knowledge Base Matters What is the difference between a 'Closed' Matter and a 'Completed' Matter?
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Smith.ai integration Overview and Setup.
Updated on: Oct 30, 2020
- Rocket Matter Knowledge Base Smith.ai Integration Smith.ai integration Overview and Setup.
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