Rocket Matter is robust, productivity-focused law practice management software for solos and small firms. It has solid integrations, built-in project management, and top-of-the-line communications applications. With two pricing tiers, Rocket Matter users can grow their firm while using the platform.
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Who Rocket Matter is For
Rocket Matter is a good fit for most small to medium-sized firms. However, practices that want built-in project management, and those who use Microsoft 365 will find the most benefit from the platform.
Additionally, Rocket Matter makes it easy to grow with their application. Firms who are just starting out can easily use their Essentials tier for simple matter management. Alternatively, Pro offers automation, and robust integrations to satisfy the larger, more seasoned firms.
Practices who are looking for complex discovery solutions, or specific personal injury software, may want to look elsewhere.
Features
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Website
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www.rocketmatter.com |
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Starting Cost
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$35/user/month |
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Apps
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Installation
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Case/Matter Management
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✓ |
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Client/Contact Management
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✓ |
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Task Management
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✓ |
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Calendar
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✓ |
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Timekeeping
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✓ |
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Conflict Checking
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✓ |
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Email Client
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✗ |
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Text Messaging
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✗ |
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Document Management
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✓ |
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Document Assembly
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✓ |
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Secure Client Portal
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✓ |
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Basic Bookkeeping
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✓ |
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Trust Accounting
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✓ |
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Full Accounting
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✗ |
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Billing & Invoicing
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✓ |
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Online Payments
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✓ |
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Software Integrations
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Open API
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✓ |
Rocket Matter FAQs
Users access their data through any standard computer browser, or by using either the iPhone or Android mobile application.
Rocket Matter has two pricing tiers. Essentials, at $35/user/month, is for attorneys who only need matter management, and billing & timekeeping. Whereas, Pro, at $59/user/month, offers all of the features the platform has.
Rocket Matter uses 256-bit SSL encryption to secure the data traveling between your computer and the platform’s servers. This is the “HTTPS” portion of the website name. And, it’s likely the same security your bank uses in their online portal. They also offer two-factor authentication, and detail a number of other security measures, such as strong physical security and a multi-point backup system.
Yes. The platform offers a robust integration with the Microsoft 365 (f/k/a Office 365) online platform, which allows you to sync your Calendar, Email, Contacts, and even Word documents.
Yes, it has a two-way sync with Gmail and Google Calendar.
Very likely. The platform has Trust Accounting capabilities built into the system. With the advanced reporting capabilities and the LexCharge integration offered by the Pro tier, most lawyers will find the capabilities more than satisfactory.
Yes. Rocket Matter integrates with LexCharge to offer online billing and payment options.
No, Rocket Matter does not include a Zapier integration at any of it’s pricing tiers. However, it does have an Open API, which would allow developers, or especially computer savvy firms to connect other platforms to it.
The platform has built-in document creation included in the Pro tier pricing. This will allow users to automate basic documents like engagement letters, and simple filings. However, users who want more functionality will be well served by the Woodpecker software integration.
Additional Details about Rocket Matter
Firm-wide chat
Simple, effective chat makes it easy to discuss cases (or anything else) with other members of your firm without resorting to the clunkiness of email. Communicator is similar to Google Hangouts, with elements of Slack or HipChat, but built with lawyers’ needs in mind.
Backup
Rocket Matter backs up its databases throughout the day to standby machines, copies those backups to a remote facility daily, and the data-center specialists keep backups as well. It also offers the option to manually download your billable time, matters, calendars, and contacts. After you get that information from Rocket Matter, you can back it up locally, but it is a clunky process, especially if you want to back up regularly.
Accounting sold separately
You can send invoices, but you will probably need additional accounting software on top of what you pay for Rocket Matter pricing.
Love it, with a few exceptions.
Disclaimer: I use Rocket Matter primarily for invoicing and keeping track of billing. I haven’t used any other case practice management software, so take this review with a grain of salt. I LOVE having all of the different reports that it generates, being able to calculate billing by client, by month (or other date), what the firm has been paid over a specific period of time, etc. The one complaint I have is that entering billable time can be a bit tedious. When I enter new time, I have to put something in both the task title and the entry for what’s going to show up on the invoice – since I just add my time before invoicing, I’d like the option for that to just be one entry. Also – the is the biggest – Once I enter, say, 10 entries, there’s no way to just add all 10 to the invoice at once time. And each entry takes about 5 seconds. So entering my time is half just sitting there waiting for the software to catch up after I click the switch to move something from “task” to “billed.” YMMV.