You can synchronize your Google calendar events in real-time with the application’s calendar. This integration is bidirectional, meaning anything you create in the application will appear in your Google calendar, and vice versa. Important: Completing the integration will not sync existing events with Google Calendar. Going forward, all events will be synced. Setup (Firm Level) From …
You can synchronize your Office 365 calendar events in real-time with the Rocket Matter calendar. The integration is bidirectional, which means anything you create in Rocket Matter displays in your Office 365 calendar, and vice versa. Important: Completing the integration will not sync existing Rocket Matter events with Office 365 Calendar. Activate Office 365 Calendar …
The Rocket Matter Calendar can be ‘fed’ into any calendar that accepts Webcal feeds. This one-way sync allows your application’s calendar events to be shared with an external calendar. Note: You don’t need to enable any integration to utilize this feature. Set Up Calendar Feed To set up the Webcal/iCal calendar feed: From the left …
You can mark an event or task as private when you add it to your calendar. This prevents other users from seeing it whether or not they have access to your calendar.
You can link an event or task to a matter from the Calendar, Practice Management, and Matter Details screens.
Workflows allow you to create and group tasks to track the progress of a specific process, such as a real estate closing or a court proceeding.
Comments allow you to communicate with firm users regarding tasks.
Each user has a calendar, but your firm can share a calendar, also known as a team calendar.
As an admin user, you can restrict users’ calendar access.
You can track and complete pending tasks from the Calendar tab.
You can create calendar events, invite participants, and link events to matters.
Event reminders allow you to set an alert for yourself and your attendees.
You can use comments to communicate with firm users regarding calendar events.
