1. How To Get Paid

    This is a transcript of the video. For more information or support, please visit rocketmatter.com/support

    We promised you an increased bottom line, and here’s how to do it:

    Introducing Bill As You Work. Tools you’ll need: A computer, A client, Work to bill for.

    Rocket Matter‘s everyday tools allow you to capture billable time as you work. Every matter has it’s own pending invoicing screen. As you capture time, watch this amount grow. First rule of thumb: the green box is your billing box. Anywhere you see this, you will be able to capture and bill your time.

    Let us demonstrate!

    Starting with a Calendar Event:

    The first thing we see when adding an event is our billing box. Once the date and time on a calendar event passes, this event becomes a captured activity. We’ll enter our event description, add a matter if its not already there, then check the box to bill the item.

    Now on to Tasks:

    This tool has a dollar sign to click on and capture time before checking it off as completed. And of course, be sure a matter is attached.

    Next, the Timer:

    It speaks for it self. It’s a timer so we start, stop, attach a matter, describe, and bill.

    Onto the Bill Expense or Time tool:

    Here we can capture cost or time items by selecting the appropriate button. Let’s add a cost. Enter our description, add a matter, add amount and click OK add another. Now for a time item. We add a description, a matter, and the amount of time. Now click OK.

    Here we have Notes:

    Got a phone call? Want to capture notes and time at once? No problem.

    Let’s bill for Documents:

    Click the pencil and there’s our billing box. Now we add our time and click OK. Done.

    Finally, we can bill from phone messages:

    From our message, we can time ourselves while we call people back. Fill in your billing box and you are good to go.

    That is our Bill as You Work feature in a nutshell. If you have additional questions please free to contact your friendly product specialist here at Rocket Matter.

    Now, go get paid!!

    # vimeo.com/52689002 Uploaded 891 Plays 0 Comments
  2. Rocket Matter has always been the leader in making your billing life easier, but now, with Legal Billing 2.0, Rocket Matter makes life even more productive and efficient.

    Over the past year Rocket Matter released upgrade after upgrade to the Legal Billing features. We challenge you to use our time capture and billing for a month. We guarantee more profitability or your money back.

    Let’s take a look at a few of these transformations.

    First of all, we want you to track payments and expenses on the go. Our brand-new Android app and our constantly improving iPhone app both allow you a speedy way to track time on your mobile devices. You can even check your matter balances and view recently billed items.

    You are now able to capture time from your Dropbox documents and Evernote notes. Not only does our Integration allow you to use these two powerful applications with your Rocket Matter cases, now, just click on the dollar sign and you can add time and a description with out leaving the page.

    What about email? You’re in that all day long, so we at Rocket Matter want to make sure you can bill for all of those email hours.

    Picture this: you answered an email yesterday, and were too busy to log the billing for that email so you just quickly jotted down your time. Now, when you click the dollar sign from an email, enter your time, set the date for yesterday’s date and enter your description for the invoice.

    The same flexible billing capabilities are available for documents. Let’s say you worked on a document Monday, but are adding the document to Rocket Matter Wednesday. You can go in and add the billable time for the date that you drafted the document, not the date you uploaded it.

    We know what it’s like to be in the trenches of the business of law. And we know that sometimes you don’t know if a billable item has been invoiced or not. So we’ve given you the ability to see if something has been invoiced, if it’s waiting to go out, or is pending for the future.

    You are also able to build a better billing timeline for your clients by seeing the created date and the billing date of each item on the matter billing page, and the billable activities report.

    The Rocket Matter Portal now lets you automate the sharing of an invoice. Let’s say you’ve set up a portal for your client, Burt Hobbs. With Rocket Matter’s new billing tools, you can automatically share the invoice with your clients without downloading and emailing it. Just add the Burt’s name in the edit matter page and when you process an invoice, Burt is notified via email that he can log in and view his invoice.

    Rocket Matter’s integration with LawPay will allow you to accept credit card payments through your client portal. Even better, these payments will automatically post to your matter ledgers and reports. This means less manual administrative work, less room for error, and more time for actual work.

    Lastly, when you receive a check for your hard-earned work, you have multiple recording options to make your reports and ledgers as accurate and specific as possible.

    In Rocket Matter, when you record a payment from a client, you can connect that payment directly to a specific invoice. By doing so, you can utilize our upgraded Accounts Receivable report, and our brand-new payments to invoices report, to track exactly what invoices have been paid, and which ones are still outstanding.

    Never miss another billable minute. Try Rocket Matter for a month. If you don’t capture and bill more time than before, we’ll give you your money back.

    # vimeo.com/80919931 Uploaded 804 Plays 0 Comments
  3. Calendar and Tasks will give you an overview of the multiple views of your calendar, how to add events and invite attendees, calendar integration, and how to make that pesky To-Do list more efficient with our Tasks feature.

    # vimeo.com/75431993 Uploaded 1,012 Plays 0 Comments
  4. Documents and Invoice Templates shows you how to create custom documents and invoice templates, utilize custom merge fields, and efficiently upload and manage documents, notes, and URLs for your matters.

    # vimeo.com/75423843 Uploaded 1,267 Plays 0 Comments
  5. Firm billing goes into an in depth look at leveraging our Bill as You Work technology to maximize efficiency, how to run an invoice, batch billing, adjustments and payments.

    # vimeo.com/75580875 Uploaded 1,513 Plays 0 Comments

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