Recent Updates
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Updated on: Aug 18, 2023
Payments: How to add a Payment
Manual Rocket Matter Knowledge Base -
Updated on: Aug 18, 2023
Payments: How to make a Payment to a Trust account on behalf of a Client for a specific Matter.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 15, 2023
Templates: What is the difference between an Invoice Template, Summary Template and Unpaid Invoice Statement Template?
Manual Rocket Matter Knowledge Base -
Updated on: Aug 10, 2023
How to update the payment information for your Rocket Matter account.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 10, 2023
Legal CRM - Automation and Workflows
Manual Rocket Matter Knowledge Base -
Updated on: Aug 10, 2023
How to set up and use the two-way Dropbox Document integration.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 10, 2023
Legal CRM - Admin Training
Manual Rocket Matter Knowledge Base -
Updated on: Aug 10, 2023
Legal CRM - Basic Training
Manual Rocket Matter Knowledge Base -
Updated on: Aug 01, 2023
How to use the Business Intelligence Module.
Manual Rocket Matter Knowledge Base -
Updated on: Aug 01, 2023
Business Intelligence Module - List and summary of available data points
Manual Rocket Matter Knowledge Base