Navigating Your Firm Dashboard

'Me' Dashboard Overview

Using the Global Search Bar

Add a Contact, Client or Payee

Add a Bank Account

Using the Rocket Matter Mobile App

Add A Matter

Manage your Documents

Add and Manage Tasks

Add A Calendar Event

Enabling the Client Portal

Sharing Docs via the Client Portal

Using Notes

Tasks

Workflows

Customizing List Items

Custom Pages for Custom Fields

Creating Custom Fields for Contacts and Matters

Customizing Your Views

Approving Pre-Bill Workflow

Billing Workflow

Batch Invoicing Workflow

Sending Invoices

Changing and Writing Off Invoices

Overdue Invoice Reminders

Add a Timecard

Add a Soft Cost

Add a Hard Cost

Add a Single Invoice

Invoice Templates

Payments

Additional Payments Options

Rocket Matter - Rocket Matter NextGen is Here!

Rocket Matter - Introducing Rocket Matter NextGen

Rocket Matter NextGen Introduction

Rocket 101

Matter Management

Invoicing and Payments

Getting Started with NextGen

Matter Management with NextGen

Invoicing and Batch Billing

Handling Retainers and Payments

Basic Training

Admin Training

Automations and Workflows