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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 Set Up Box Integration.

Set up and use the Box integration for further document management capabilities.

How to Edit Billable Time.

Make corrections to your time entries before invoicing.

How to Set Up Dropbox Integration.

Setup and use the Dropbox integration for further document management capabilities.

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 Payments Overview.

Quickly observe how Rocket Matter Payments can drastically increase your revenue today!

Improved Batch Billing.

Our batch billing capabilities set us apart from our competitors. Take advantage of this robust feature and improve your workflow.

Rocket Matter Payments Request Retainer.

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

How to set up recurring billing with Rocket Matter Payments.

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.

How to Use Rocket Matter Payments.

Quick set up and use of Rocket Matter Payments credit card processing.

Rocket Project Management.

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

Rocket Matter Payments.

Learn how to use Rocket Matter Payments to increase your revenue and automate the collection process.

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 revenue...watch 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.

eCheck Payment Processing

Take advantage of Rocket Matter Payments 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

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