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 …
When an email is sent from your application, it automatically logs it within the System Email sub-folder and tags it to the applicable matter.
Your application integrates with your current email provider to organize your firm’s emails on the matter level and incorporate them into your billing workflow.
Our Microsoft Outlook Add-In allows you to tag your emails to your matters from Outlook’s desktop and web applications. Caution: For the Add-In to function, you must: Enable cookies. Incognito or private browsing will not function with the Add-In. Create Office 365 and Microsoft Exchange accounts. Activate email forwarding within Rocket Matter. If your emails …
The Outlook Add-in allows you to add an Outlook email that you receive, send, or draft to a matter and track time. If you have not already, learn how to Install the Outlook Add-In. You can use the Outlook Add-in to: Tag an Email From Any Folder to Rocket Matter Tag a Draft Email to Rocket …
You application’s Office 365 Outlook email integration lets you auto-forward your incoming emails. For complete email record-keeping within the application, you can also manually forward your outgoing emails. Important: You must use the email address associated with your application’s account for email forwarding. Each firm user must set up their own email forwarding. Auto-Forward Incoming Emails …
You can forward your Classic Outlook emails to your application. Important: The email address from which you forward must be the same email address associated with your application’s user account. Auto-Forward Incoming Emails To auto-forward incoming Outlook emails: Activate email forwarding in your application. In Outlook’s upper left corner, click File > Manage Rules & Alerts. The Rules …
Before Getting Started Read the Guidelines for Email Integration article to ensure necessary first steps have been taken for successful integration. How it Works You can choose to forward your emails from Apple Mail to the application. When selecting the email address, please make sure that the email address with which you are choosing to set up email …
The application’s email integration lets you auto-forward your incoming Yahoo Mail. For complete email record-keeping within your application, you can also manually forward your outgoing emails. Important: You must use the email address associated with your application account for email forwarding. Each firm user must set up their own email forwarding. Auto-Forward Incoming Email To auto-forward …
The application’s Gmail email integration lets you auto-forward your incoming emails. For complete email record-keeping within the application, you can also manually forward your outgoing emails. Important: You must use the email address associated with your application for email forwarding. Each firm user must set up their own email forwarding. Auto-Forward Incoming Email To auto-forward your …
The daily digest email is a daily summary report of your attorney’s major activities such as activities, meetings, notes, and more.
If you use the automatic email forwarding option, you may want to block certain emails from coming into your application’s inbox. You can add exclusion rules to prevent the system from accepting those emails for tagging.
Once you create labels and set up your email integration, you can use them to help organize your emails.
