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How to Add a Matter.

Learn how to quickly and easily add a new matter for new or existing clients.

How to update your firm address and contact information.

Edit or change your firm's contact information in order to display correct contact information on documents and invoices that have been created with document or invoice templates.

How to edit your matter name or other information.

Do you need to make changes to your matter? Use the 'edit matter' button to update your matters.

How to capture billable time.

Record your time with ease using one of many easy to use features.

How to run an invoice for just one matter.

Running an invoice for a single matter is easy, click here to learn how.

How to Use Multiple Timers.

Multi-task and open multiple timers so that you can jump from matter to matter with ease.

Matter Stream.

The Matter Stream is your matter activity feed. See who has done what at a glance.

Creating and Editing Tasks.

Accomplish tasks with ease. Create to-do's for yourself or for someone else in your firm.

How to Add a Document.

Upload and store your documents in Rocket Matter to keep them organized and easily accessible.

How to use the Configurable Matter Dashboard.

Customize your Dashboard views in Rocket Matter to gain more visibility into the data that you work with most.

Rocket 101.

A complete overview of Rocket Matter features in less than 30 minutes, to help you launch your firm!

Automate Your Law Firm with Rocket Matter.

23% of a lawyer's job can be automated with existing technology.

The Rocket Matter Mobile App.

Add time, schedule events and more all on the go, with Rocket Matter's mobile app.

Document Assembly Basics.

Understand the concept and value of document assembly with this short overview.

How to set a custom billing rate for a matter.

Learn how to set up a custom rate for your client's by matter and billing user.

How to use batch billing.

Filter and run your invoices in batch billing to save loads of time.

Outlook Sync with Office 365.

Sync Outlook 365 in order to sync calendaring, Word, Powerpoint and Outlook capabilities with Rocket Matter.

Calendar and contact sync with Office 365.

Enable our two-way sync between Rocket Matter and Outlook to manage your calendar and contacts.

How to Add a Payment.

Adding a payment in Rocket Matter is quick and easy with our powerful '+Add new' button.

How to Automate Your Workflow with Matter Templates.

Matter Templates make it easy to automate your workflow when creating Matters.

How to Edit Billable Time.

Make corrections to your time entries before invoicing.

How to set up and use the IMAP email Integration.

Retrieve your emails via IMAP and bring them into Rocket Matter for billing and review.

How to use the Email Delivery Report.

Track, filter or re-send the emails that are sent from your Rocket Matter account.

How to Save Event Configurations.

Choose to save your event configurations for time-saving scheduling.

How to use Rocket Matter's Card on File Feature.

Store credit card information for future use. Save as many cards as your client desires.

Matter Templates, Calendaring & Tasks.

Become a Matter Template, calendaring and task whiz in under 30 minutes.

Billing, Invoicing & Trust Accounting.

A complete guide to billing, invoicing & trust accounting in Rocket Matter.

Matter Templates Overview.

Watch a quick overview on Matter Templates and how they can help to automate your workflow.

End Your LEDES Billing Nightmare in 2019.

Efficient ways to stop claim rejections and start collecting more on your LEDES bills.

Rocket Matter Office 365 Integration.

This time-saving integration combines the power of Rocket Matter with some of your favorite Office 365 tools.

Rocket Matter Pay Payment Processing Overview.

Quickly observe how using Rocket Matter Pay payment processing can drastically increase your revenue today!

Rocket Matter Pay Request Retainer.

Send retainer requests from a client or matter level with ease.

How to set up recurring billing with Rocket Matter Pay Payment Processing.

We have recurring billing payment options that make collecting on your accounts a breeze!

LawToolBox Integration.

Manage your court rules and set trigger dates so that you stay on top of your deadlines.

Rocket Project Management.

Our project management tool will help you oversee your matters by status and run reports to help you increase your productivity.

Document & Invoice Templates.

Implement time saving methodology and create document and invoice templates that you can use with any client and any matter.

Rocket Project Management Part 1.

Track the progress and efficiency of your cases with our project management tool.

Rocket Project Management Part 2.

Attach Matter Templates to your workflows for optimized automation and bring your project management to a new level.

Business Intelligence.

Rocket Matter's Advanced Analytics with ultimate customization. Build the reports you want to see with our Business Intelligence tool.

Legal Project Management.

A definition of legal project management.

Document Assembly for a Leaner, More Profitable Law Firm.

Streamline the document creation process for a leaner and more productive business.

Advanced Analytics Reports.

Rocket Matter's 'Report' section offers you advanced analytics to help you manage your firm's growth and productivity.

How Can I Speed Up My Law Firm's Billing Processes?

Don't cut corners. Look at the big picture and strategically craft a billing process that works for you.

How Can My Law Firm Get Paid Faster?

Tips to getting paid faster with Rocket Matter.

How Can I Increase My Law Firm's Collections?

Increase collections by decreasing wasted time and learn to implement new strategies.

How Do I Increase My Law Firm's Revenue?

Still printing paper bills? Make your billing process more efficient and watch your collections grow.

Rocket Matter's Insurance Defense Module.

Our Insurance Defense module will help reduce errors and omission and will get your claims paid faster.

The Lean Law Firm is the #1 Best-Selling ABA Book.

A blip about the ABA's number one best-selling book!

Rocket Matter Braavos Edition.

Glimpse new features found in Rocket Matter's Braavos edition.

Explore Rocket Matter Braavos.

Dive deep into the functionality of Braavos edition features.

Larry Port Talks Business Books.

Take a look at Larry Port's business book must-read list for helpful suggestions for your business.

Rocket Matter is a Finalist for the 2019 Stevie Awards!

Our award-winning support team does it again in 2019!

Rocket Matter Winterfell: Profits are Coming.

Rocket Matter Winterfell edition is packed with new tools to help you succeed! Watch to learn more.

How Lawyers Can Make the Most Out of Meditation…and Change Their Lives!

Meditate, relax and unwind. Learn how you can improve your wellbeing through meditation.

Accelerate Your Firm’s Growth with Your Own Legal Mastermind Group.

Unveil the benefits of becoming part of a legal mastermind group.

Solving Law Firm Problems with Efficient Processes and Workflows.

Time is something we cannot afford to waste. Implement efficient workflows to help save you time and money.

Learn the Hidden Fees of Credit Card Processing and Greatly Increase Your Firm’s Profitability.

There are countless hidden fees with credit card processing. Don't get duped. Be 'in the know' and keep your overhead low.

How to Create an Amazing Marketing Plan for Your Law Firm.

Marketing can be tough but, it does not need to be scary. Watch this webinar for techniques to help you grow.

How to Leverage LinkedIn to Promote Your Law Firm and Greatly Increase Your Client Base.

Get your firm's name noticed! We all want a recognizable brand. Learn how LinkedIn can help accomplish your goals.

Things You Might Want to Consider If You're Contemplating Leaving PCLaw.

Thinking about leaving PC Law? These are the questions you may have been afraid to ask and the answers you're looking for.

Earn More, Stress Less and Be Awesome!

Helpful techniques to increase revenue, stress less and improve your overall well being.

Increase Your Law Firm's Bottom Line with Fixed Cost Reduction.

Fixed cost reduction can increase your to find out how!

Productivity Hacks and Apps for Lawyers.

Increase your productivity with these creative hacks and apps.

Best Billing Practices: How to Make Billing a Breeze and Collect More Money.

Examine best billing practices from a pro and utilize these practices to improve your business!

How to create and run a paperless law office 2019.

Get rid of paper and go electronic for a faster and more accurate practice of law.

The Lean Law Firm: Using Technology for an Efficient, Profitable Practice.

Let technology be your partner and leverage our system to produce results today.

Make it Rain: The Lawyer's Guide to Getting Paid.

Utilize Lean methodology to improve collections and your overall business practice.

How to Add a Client Custom Field.

Add Client Custom Fields with ease!

How to Create Global Custom Fields.

Create Custom Fields on a global level so that they appear on all your matter dashboards.

Role Permissions Overview.

Gain granular control of what your users can see and do in Rocket Matter!

Rocket Matter Kanban.

Enjoy a quick overview of Rocket Matter Kanban. View and manage your project management from Kanban boards!

Rocket Matter Dropbox Integration.

Take advantage of Rocket Matter's two-way Dropbox integration!

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.

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.

LEDES Billing on Steroids.

Learn how to leverage our Insurance Defense package and optimize your firm's LEDES billing!

Rocket Matter Intake.

Take a look at Rocket Matter's Intake process. Designed to save you time and automate the intake process!

How to Share Documents with Clients.

Share documents with your clients via email straight from Rocket Matter!

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 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!

E-Signature with AssureSign.

Send documents to your clients and have them electronically sign and return the documents to you using AssureSign!

How to use Business Intelligence for a more profitable Law Firm.

Learn how to leverage our Business Intelligence, custom report builder to increase profits and improve processes in your law firm!

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!

How To Create A Task From A Calendar Event.

Easily create a calendar event AND a task in one action and save valuable time!

Artemis Release Overview.

Watch to get a quick overview of the new features included in our Artemis release. The overview includes new features found only in our Premier tier as well as features new to Pro!

How to create an intake form via Word Press.

Take advantage of Rocket Matter's intake tool! Learn how to create your intake form and share the form with clients!

Zoom Integration.

Use our new Zoom integration to start your virtual meeting!

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!

The ImagineShare Outlook Add-In (E-Signature).

ImagineShare offers robust Office 365 Online capability! Use the Add-In for all your E-Signature needs!

Paperless Prebill feature.

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 Pay e-Check Payment Processing.

Take advantage of Rocket Matter Pay e-check capabilities.

Rocket Matter Communicator.

Use the Communicator to chat with other firm members, collaborate on Matters, create Calendar Events, share Documents and more!

How to Set Up a Payment Plan with Rocket Matter Pay Payment Processing.

Set up a payment plan for those clients who are having difficulty paying off their balance.

Using Rocket Matter's Calendar.

Get organized by using Rocket Matter's powerful calendaring feature.

How to Change Your Password.

Update your password for added security or customize your id and password at any time in 'My Profile'.

How to use Phone Messages.

Relay phone messages to other users or capture any kind of message using our '+Add New' button.

Matter Templates.

Watch a quick overview on Matter Templates and how they can help to automate your workflow.

Take Advantage of Our Free Training

On-demand training to help you unleash the potential of Rocket Matter

We offer free training sessions to help you get the most out of Rocket Matter. Take a look at our schedule and choose a day and time that is convenient for you. Or join us on demand at any time.

Select an interactive webinar