Recent Updates
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Updated on: Mar 15, 2022
How to apply a Workflow Status to an existing Matter.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 15, 2022
How to define Workflow Transitions.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 15, 2022
Is there a report to see a high-level view of my Matters and their statuses?
Manual Rocket Matter Knowledge Base -
Updated on: Mar 15, 2022
How to create and modify Workflow Statuses.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 15, 2022
How to add a Matter Type.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 11, 2022
'I want to see a collections report for all matters' Report Key.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 11, 2022
How to use the 'I want to see the firm's collection realization rate' Report.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 10, 2022
How to use the 'Billable Activity by User(s)' Report.
This report shows what Rocket Matter Users billed during a specific time period for all matters. The report can be run for an individual user, or for multiple users. You can choose to display billable items, non-billable items, no charge items, and expenses. Display options include Client/Matter details, billable activity type, billing and creation date, billing description, and amount of time billed.
Manual Rocket Matter Knowledge Base -
Updated on: Mar 10, 2022
'I want to see a high level view of my matters and their statuses' Report Key
Manual Rocket Matter Knowledge Base -
Updated on: Mar 10, 2022
'I want to see all my matters that have a certain workflow status attached' Report Key
Manual Rocket Matter Knowledge Base