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Rocket Matter - Rocket Matter NextGen is Here!
Getting Started
Rocket 101
Rocket 101-Essentials Tier
How to capture billable time.
How to Add a Client Custom Field
How to Create Global Custom Fields
Practice Management
Creating and Editing Tasks
How To Create A Task From A Calendar Event
Using Rocket Matter's Calendar
How to Save Event Configurations
How to edit your matter name or other information.
Rocket Matter Communicator
Matter Stream
The Rocket Matter Mobile App
How to use Phone Messages
How to use the Configurable Matter Dashboard
Business Intelligence
Rocket Matter's Insurance Defense Module
Advanced Analytics Reports
Billing, Invoicing and Trust Accounting
Billing Overview - Batch Billing, Invoicing, Trust Accounting, and Making Payments
How to run an invoice for just one matter.
How to Use Multiple Timers
How to Add, Edit, or Delete Custom Rates in Bulk
Insurance Defense and LEDES Billing
How to Use the Email Delivery Report
How to set a custom billing rate for a matter
How to add a fixed percentage discount to a matter.
Matter-Based Trust
Paperless Prebill feature
Documents
How to Add a Document
Document and Invoice Templates
How to Share Documents with Clients
How to Request Documents from Clients
Payments
How to Add a Payment
How to use Rocket Matter Pay. Get Paid faster!
How to set up recurring billing with Rocket Matter Pay Payment Processing
Rocket Matter Pay Request Retainer
How to use Rocket Matter's Card on File Feature
How to Set Up a Payment Plan with Rocket Matter Pay Payment Processing
Rocket Matter Pay e-Check Payment Processing
Matter Templates
How to Automate Your Workflow with Matter Templates
Matter Templates, Calendaring & Tasks
Matter Templates Overview
Settings and Permissions
Role Permissions Overview
How to update your firm address and contact information.
How to change your password
Project Management and Kanban
Rocket Project Management Part 2
Rocket Project Management Part 1
Rocket Project Management
Rocket Matter Kanban
Integrations
Rocket Matter Quickbooks Integration Overview
QuickBooks Integration Overview
Complete Office 365 Online Integration
Rocket Matter Box Integration
How to use the ImagineShare Integration
Disconnecting and Disabling the QuickBooks Integration
The ImagineShare Outlook Add-In (E-Signature)
Outlook Sync with Office 365
NetDocuments Overview
LawToolBox Integration
Rocket Matter Office 365 Integration
Rocket Matter Track
CRM
Rocket Matter CRM
Legal CRM - Basic Training
Legal CRM - Automation and Workflow
Legal CRM - Admin Training
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Rocket Matter Classic
