Getting Started & Access
Signing in, security settings, and getting the CRM on your desktop or phone.
Leads & Intake
Capturing, importing, creating, and managing leads and intakes, plus intake form setup, lead scoring, assignment, and locking.
Cases & Contacts
Managing contacts, notes, vitals, tasks, vendors, and the customer screen — plus document management and e-signature.
Communications
Reach leads and clients by phone, text, email, and calendar — all from inside the CRM.
Automations & Workflows
Status-triggered automation campaigns, milestone and task-based workflow templates, calendar event workflows, and key dates.
Reporting & Analytics
Dashboards and reports for call insights, lead conversion, marketing ROI, status tracking, and firm financials.
Firm Setup & Administration
Firm details and branding, users and permissions, case types and statuses, marketing sources, automation defaults, and Office 365 setup.
Integrations
Connect Rocket Matter CRM to your existing tools — lead sources, marketing platforms, case management software, and developer tools.
Support & Troubleshooting
Service status, carrier compliance fees, SHAKEN/STIR and A2P 10DLC registration, and internal ticketing and dialer troubleshooting.