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Matter-Based Trust Overview.
Configure your client's trust accounts as desired with RM Trust! You may now create separate trust accounts for each matter or continue to enjoy client-based trust accounting.
The ImagineShare Outlook Add-In (E-Signature).
ImagineShare offers robust Office 365 Online capability! Use the Add-In for all your E-Signature needs!
How to use the ImagineShare Integration.
Combine the power and security of ImagineShare with Rocket Matter! Store your documents and sync to ImagineShare with our 2-way integration. ImagineShare boasts E-Signature capability as well as a high level of encryption to securely share your documents!
How To Create A Task From A Calendar Event.
Easily create a calendar event AND a task in one action and save valuable time!
How to add a fixed percentage discount to a matter.
Learn how to add a fixed percentage discount to your matter. Customize the discount description to say anything you wish!
Role Permissions Overview.
Gain granular control of what your users can see and do in Rocket Matter!
How to use Rocket Matter Pay. Get Paid faster!
Process credit cards in-app for quick payment and reconciliation! Rocket Matter Pay is fully integrated with Rocket Matter and provides effortless electronic billing, payment plans, recurring billing, and more!
How to Request Documents from Clients.
Request documents from your clients via email straight from Rocket Matter! Clients can upload and send documents back to you which will automatically save in the 'Matter Documents' section.
How to Share Documents with Clients.
Share documents with your clients via email straight from Rocket Matter!
Paperless Prebill feature - Premier Tier
With our paperless Prebilling feature you can lock down pending billable activity from users without billing access. Keep the time pending until you are ready to bill. You can also take care of all your auditing in the user interface and save money and time on producing paper prebills!
Rocket Matter Box Integration.
Learn how to quickly sync your Box documents to Rocket Matter! Once integrated, any items uploaded to Box within a mapped file or folder will automatically be uploaded to Rocket Matter and vice versa.
Rocket Matter Kanban
Enjoy a quick overview of Rocket Matter Kanban. View and manage your project management from Kanban boards!
How to Create Global Custom Fields.
Create Custom Fields on a global level so that they appear on all your matter dashboards.
Rocket Matter's Insurance Defense Module.
Our Insurance Defense module will help reduce errors and omission and will get your claims paid faster.
Advanced Analytics Reports.
Rocket Matter's 'Report' section offers you advanced analytics to help you manage your firm's growth and productivity.
Rocket Matter CRM
Our integrated CRM feature helps you manage business development functions such as client intake, client scheduling, follow-up, and more, to convert leads to new clients.
Business Intelligence
The Business Intelligence module allows users to build their own custom reports. Choose your desired data sets and populate reports that provide the exact information you are looking for. Easily generate reports based on Matters, Clients, Contacts, Activities, and more!
NetDocuments Overview
Our NetDocuments Integration is a two way integration that you can upload your documents, create folders, organize by DocType and more!
Rocket Matter Quickbooks Integration Overview
Learn more about our one-way sync from Rocket Matter to QuickBooks Online.
Billing Overview - Batch Billing, Invoicing, Trust Accounting, and Making Payments - Pro Tier
A complete guide to billing, invoicing & trust accounting, and making payments in Rocket Matter.
Legal CRM - Basic Training
Easily manage lead workflow, intake and all communicated with our CRM integration from within Rocket Matter.