Rocket Matter FAQ

Recent Updates

Payments: How to make a Payment to a Trust account on behalf of a Client for a specific Matter.
Updated on: Aug 18, 2023
- Rocket Matter Knowledge Base Payments Payments: How to make a Payment to a Trust account on behalf of a Client for a specific Matter.
card on file Payment Trust payment make a payment LexCharge credit card payment winterfell store credit card Essentials Pro
Templates: What is the difference between an Invoice Template, Summary Template and Unpaid Invoice Statement Template?
Updated on: Aug 15, 2023
- Rocket Matter Knowledge Base Templates: Invoice, Summary and Statement Templates: What is the difference between an Invoice Template, Summary Template and Unpaid Invoice Statement Template?
Statement Invoice Essentials Pro premier
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