Using the Outlook Add-In

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 Matter
• Track Time from Outlook
• Tag An Outlook Email from Rocket Matter

Note:  The Add-In cannot forward emails synced through POP/IMAP, such as from Gmail, Yahoo, etc.

Access Rocket Matter from Outlook (Desktop)

To access Rocket Matter from your Outlook (Desktop):

1. Single-click an email from your inbox to select it. For draft email, from the toolbar click on New email.
2. In the upper right corner of the app, click the Rocket Matter icon.
   On the far right of your screen, the Rocket Matter Outlook Add-in panel opens. If you are not already logged into Rocket Matter from Outlook, you will be prompted to sign in.
3. Click Continue Sign In.
4. Enter your Rocket Matter credentials and click Sign In.
   A matter search form displays with a Timer.

Access Rocket Matter from Outlook (Web)

To access Rocket Matter from your Outlook (Web):

1. Single-click an email in your inbox to select it.
2. To the far right of the email, click the three dots.For Draft email, from the toolbar click on New email. At the bottom of the mail, click on the three dots.
   A drop-down displays your apps towards the lower half of the pane.
3. From the drop-down, click Rocket Matter.
   If you are not already logged in to Rocket Matter from Outlook, you will be prompted to sign in.
4. Click Continue Sign In.
5. Enter your Rocket Matter login credentials.
6. Click Sign In.
   A matter search form displays with a Timer.

Tag an Email From Any Folder to Rocket Matter

To tag a received or sent email to a matter from Outlook:

1. Use the steps above to access Rocket Matter from Outlook (Desktop) or Outlook (Web).
2. In the Search Matter field, enter either the matter name or the matter file number.
   Note: To search only active matters, check the Active Matters Only checkbox.
3. From the drop-down, click the appropriate matter.
4. From the Billing Status field’s drop-down, click to assign the status within Rocket Matter.
5. In the Forward Date field, click the radio button to either Use Today’s Date or the Email Date.
6. If the email includes attachments, they will be included with your submission unless you uncheck the Include Attachments if any checkbox.Important: Outlook’s maximum attachment size is 25MB.
7. Click Submit.
   The tag displays with the processing icon toward the upper right corner.

Tag a Draft Email to Rocket Matter

To tag a draft email to a Matter:

1. On the new draft email, in the To field, enter the email id of the recipient.
2. In the subject line, enter the subject of your email.
3. Use the steps above to access Rocket Matter from Outlook (Desktop) or Outlook (Web).
4. In the Search Matter field, enter either the matter name or the matter file number.
   Note: To search only active matters, check the Active Matters Only checkbox.
5. From the drop-down, click the appropriate matter. When you select the matter name, the message atop will change to This email will be automatically filed to Rocket Matter matter when it is sent.
6. From the Billing Status field’s drop-down, click to assign the billing status for the email within Rocket Matter.
7. To Add a Time Entry, slide the radio button to On.
   Note: You can start the timer at the top of the pane when you are drafting your email. The system will automatically slide the timer button to On when you stop the timer.  When you stop the timer, the message atop will include the time entry.

Track Time from Outlook

Note: This feature can ONLY be used while tagging the email to the Client-Matter.

1. Use the steps above to access Rocket Matter from Outlook (Desktop) or Outlook (Web).
2. When the search matter form displays, you can track time by clicking on the green Timer.
3. Slide the Add a time entry toggle button to On. Alternately, you can click on the timer to start it, the Add a time entry toggle button will slide to On when you stop the timer.

Track Time Pop-Up Fields

1. 4. Once you have filled out all the fields, click Submit.
      A time entry is created in Rocket Matter. The email icon beside the time entry indicates that it is linked to an email.

Tag An Outlook Email from Rocket Matter

When you tag an Outlook email in Rocket Matter, our Outlook Add-In automatically tags the email in Outlook.

To tag your email to a matter and auto-sync with Outlook:

1. From the left navigation panel, click Practice Management.
2. From the Practice Management menu, click Communications.
3. On the Communications screen, click Emails.
4.  On the Emails screen, select the email you want to tag.
5. Click on the three dots at the end of the row and from the drop-down, click Tag Emails.
   
6. In the Matter field on the Tag Emails screen, enter a matter name or number.
7. From the drop-down, click the appropriate matter.
8. In the upper right corner. click Save.
   The system tags the email to the matter.