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Simplify Your Law Firm Workflow with Rocket Matter
Getting Started
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Simplify Your Law Firm Workflow with Rocket Matter
Navigating Your Firm Dashboard
'Me' Dashboard Overview
Using the Global Search Bar
Using the Rocket Matter Mobile App
Using the Time Tracker
Practice Management
Add A Matter
Matter Settings
Manage your Documents
Clients & the Address Book
Add a Payee
Using Keyboard Shortcuts
Add A Calendar Event
Managing Tasks
Using Notes
Enabling the Client Portal
Sharing Docs via the Client Portal
Managing Relations & Conflict Checking
Using Workflows
Customization
Customizing Your Views
Customizing List Items
Creating Custom Fields for Contacts and Matters
Custom Pages for Custom Fields
Creating & Using Matter Templates
Invoice Templates
Document Templates & Assembly
Billing
Add a Timecard
Add a Soft Cost
Add a Hard Cost
Using the Timesheet
Approving Pre-Bill Workflow
Billing Workflow
Add a Single Invoice
Batch Invoicing Workflow
Sending Invoices
Changing and Writing Off Invoices
Overdue Invoice Reminders
Accounting
Customizing Your Chart of Accounts
Banking
Add a Bank Account
Link Your Bank Feed
Bank Reconciliation
Payments
Invoice Payments
Release Webinars
Rocket Matter Webinar - Streamlined Payment Workflow
Onboarding Training Classes
Rocket 101
Matter Management
Invoicing and Payments
Classic to NextGen Transition Training
Getting Started with NextGen
Matter Management with NextGen
Invoicing and Batch Billing
Handling Retainers and Payments
Legal CRM Training
Basic Training
Admin Training
Automations and Workflows
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Rocket Matter NextGen