July 16, 2025

Introducing SMS capabilities from within the application, manage your time/expense in bulk, improved AR report, add timecard from a matter’s money finder, new invoice template merge field.

Enhancements 

Use SMS (Text Messaging)

Your firm can now communicate with clients by SMS directly from Rocket Matter by signing up for SMS (Text Messaging). By enabling this service, your firm will be able to:

• Engage in two-way text messaging with clients and keep those conversations linked to a specific matter
• Send an embedded link to invoices, reminders, and low retainer requests to notify clients of payments due
• Include an embedded payment link to take payments quickly and conveniently if your firm is using the Rocket Matter Pay integration

To learn more, see the articles on SMS in our support portal.

Bulk Manage Time/Expense

To improve your efficiency, you can now bulk manage time and expense entries that require the same action or update by navigating to Billing > Time/Expense. This powerful new functionality streamlines your workflow by allowing you to perform the following actions on multiple entries simultaneously:

• Delete entries
• Remove from Draft
• Edit Entries:
  • Client-Matter – Change the client-matter associated with the entries
  • Date – Update the date for multiple entries in a single operation
  • Timekeeper – Reassign entries to different timekeepers
  • Billing Status – Modify the billing status across multiple entries
  • Custom Labels – Add or modify custom labels
  • Tax Options – Change tax settings for multiple items
  • Apply Hold – Place multiple entries on hold

Accounts Receivable Report

The Accounts Receivable Summary report will now include:

• A column for Matter File#
• Summary by Matter Owner when viewing or downloading the report using the All Matter Owners option
• Headers on each page of the report

Matter’s Money Finder

You can now use a Matter’s Money Finder to add a timecard for the entries, or edit any field in the entered note, task, or event.

New Invoice Template Merge Field

With the new merge field [#ProfSerItems12#] for invoice and letter template, users will be able to see a professional service items table with columns for Date, Description, Hours, and Amount.