Rocket Matter FAQ

Recent Updates

Legal CRM - Automation and Workflows
Updated on: Aug 10, 2023
- Rocket Matter Knowledge Base CRM Legal CRM - Automation and Workflows
How to set up and use the two-way Dropbox Document integration.
Updated on: Aug 10, 2023
- Rocket Matter Knowledge Base Documents How to set up and use the two-way Dropbox Document integration.
Dropbox DROP BOX document Integration Pro premier
Legal CRM - Admin Training
Updated on: Aug 10, 2023
- Rocket Matter Knowledge Base CRM Legal CRM - Admin Training
Legal CRM - Basic Training
Updated on: Aug 10, 2023
- Rocket Matter Knowledge Base CRM Legal CRM - Basic Training
How to use the Business Intelligence Module.
Updated on: Aug 01, 2023
- Rocket Matter Knowledge Base Business Intelligence How to use the Business Intelligence Module.
Business Intelligence Module BI winterfell custom report Report builder custom report builder premier
Business Intelligence Module - List and summary of available data points
Updated on: Aug 01, 2023
- Rocket Matter Knowledge Base Business Intelligence Business Intelligence Module - List and summary of available data points
BI Business Intelligence Module custom report custom report builder Report builder winterfell premier
How to run multiple timers.
Updated on: Jul 12, 2023
- Rocket Matter Knowledge Base Additional Billing Options How to run multiple timers.
Multi Matter Billing multiple timers run simultaneous Time timers timing Pro premier
Matter Custom Number - How to create, and use.
Updated on: Jul 11, 2023
- Rocket Matter Knowledge Base Matters Matter Custom Number - How to create, and use.
premier Premier Tier Matter Custom Number Customer Number Business Intelligence
Is there a report to see a high-level view of my Matters and their statuses?
Updated on: Jun 16, 2023
- Rocket Matter Knowledge Base Rocket Project Management Is there a report to see a high-level view of my Matters and their statuses?
Matter matter status reports reports statuses work flow reports Pro premier
How to enable Office 365 (Outlook and Word) Desktop Integration.
Updated on: Jun 16, 2023
- Rocket Matter Knowledge Base Office 365 Integration (Outlook Email, Calendar, Word, and Powerpoint) How to enable Office 365 (Outlook and Word) Desktop Integration.