Robert Ambrogi Blog
The web-based practice-management platform Rocket Matter announced improvements this week to its time-and-billing capabilities. The improvements include:
- Billing for Dropbox documents and Evernote notes. Rocket Matter already let users set up integrations with Dropbox and Evernote. This new feature lets you easily capture time related to work done in Dropbox and Evernote, including the ability to add time for past work.
- Add billing for past dates. With this week’s changes, users can now add billing for past dates to emails, documents and to-do items. So, if you wrote an email yesterday but neglected to bill it at the time, you can add it today but show yesterday’s date. To do this, simply click the dollar sign next to an email, document or to-do item and enter the time, date and description.
As Rocket Matter describes in this blog post, these changes are on top of several others this year to its time-and-billing features. Other changes made earlier this year include the ability to easily share invoices directly through the client portal, rather than having to download and email them; the ability to accept credit card payments; and upgraded reporting and tracking.
The video below provides an overview of the changes.