If you are using one of our document storage integrations, it will be helpful to understand how the syncing process works and where limitations exist. Folders Once you complete an app integration (OneDrive, Dropbox, Box, etc.), Rocket Matter adds a folder to your cloud storage account within which you will find your Rocket Matter matter folders …

You can forego Rocket Matter native document storage and integrate your document storage with OneDrive or OneDrive For Business. From this point forward, OneDrive will represent OneDrive and OneDrive for Business interchangeably. Important: The integration works with a single OneDrive account, so be sure to choose an account accessible to everyone in your firm who …

You can forego Rocket Matter’s native document storage and integrate document storage with your Dropbox account. Important: The integration works with a single Dropbox account, so be sure to choose an account accessible to everyone in your firm who requires access.  Enable Dropbox Integration Step 1: Firm Level To integrate Dropbox at the firm level: From …

You can forego our native document storage and integrate your document storage with your Box account. Important: The integration works with a single Box account, so be sure to choose an account accessible to everyone in your firm who requires access. Enable Integration Step 1: Firm Level To integrate Box at the firm level: From …

You can forward your firm’s emails to Rocket Matter for easy reference and for tagging to individual matters. Within the Rocket Matter inbox, you can also bill time spent on email activity. Prerequisites To use the email integration feature: You must be a Rocket Matter user Your email address must match your user account User …