Emails

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.

You can forward your firm's emails to Rocket Matter for easy reference and for tagging to individual matters.

Our Microsoft Outlook Add-In allows you to tag your emails to your matters from Outlook's desktop and web applications.

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 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.

You can forward your Classic Outlook emails to your application.

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 forwarding, is the email address associated with your user account in your application.

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.

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.

The daily digest email is a daily summary report of your attorney's major activities such as activities, meetings, notes, and more.

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. This communication history includes items such as reminder notices, user invitations, and invoices you send via email.

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.