About Rocket Matter

Rocket Matter Review: Law Practice Management Software

Rocket Matter Logo

Lawyerist Rating for Rocket Matter

i

Rating Breakdown

Our Rating: 4.5/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 4/5 (based on 1 rating)

The community rating is based on the average of the community reviews below.

Composite Rating: 4.3/5

The composite rating is a weighted average of our rating and the community ratings below.

4.3/5

Become a Lawyerist Subscriber to get your discount.
Claim Your Discount
Visit Website
Overview
Featured Rating
Demo
More

What is Rocket Matter?

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. As part of the ProfitSolv family, the Rocket Matter team is constantly reviewing the software for upgrades, enhancements, and additional integrations.

Starting Cost: $49/user/month

Pros
  • Client Portal
  • Integrations
  • Project Management
Cons
  • Limited Intake
  • Simple Document Management
  • Basic Templates
Overview
Featured Ratings
Demo
More

Rocket Matter Review: Law Practice Management Software Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
Featured Rating
Demo
More

Rocket Matter Review: Law Practice Management Software Demo

Overview
Featured Rating
Demo
More

Rocket Matter Review: Law Practice Management Software Video

https://vimeo.com/434453224

Compare with Other Law Practice Management Software Products Download the Field Guide

Product Details

Apps
  • Android
  • iOS
  • Web
Installation
  • Cloud
Software Integrations
  • Box
  • Dropbox
  • Google Calendar
  • Microsoft Office 365
  • Microsoft Outlook
  • QuickBooks Online
  • LawToolBox
  • LexCharge
  • Lawmatics
  • Evernote
  • ScanSnap
  • Ruby Receptionists
  • Smith AI
  • Uptime JurisPage
  • Skype
  • Chrometa

Core Features

For Law Practice Management Software, the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

Case/Matter Management

Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.

Client/Contact Management

Managing clients and other contacts is a core feature of law practice management software.

Task Management

Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.

Calendar

As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.

Timekeeping

Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.

Conflict Checking

An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.

Email Client

Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.)

Text Messaging

Can you send and receive text messages and associate them with your matters?

Document Management

Basic document management allows you to add documents and associate them with your cases/matters.

Document Assembly

Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.

Secure Client Portal

Basic Bookkeeping

This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.

Trust Accounting

This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.

Full Accounting

Some software includes full double-entry accounting features, making additional accounting software unnecessary.

Billing & Invoicing

Does the software allow you to send bills or invoices?

Online Payments

Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.

Open API

Compare Rocket Matter Similar Products

Select another product to compare:

Rocket Matter

4.3/5

Rocket Matter Logo
Become a Lawyerist Subscriber to get your discount.
Claim Your Discount
Pros
  • Client Portal
  • Integrations
  • Project Management
Cons
  • Limited Intake
  • Simple Document Management
  • Basic Templates

MyCase

4.8/5

MyCase Logo
Pros
  • Cloud-based
  • Client Portal
  • Strong Task Management
Cons
  • Limited Intake
  • Simple Document Management
  • Lack of Integrations
Read MyCase Review

PracticePanther

4.7/5

practicepanther logo
Pros
  • Customizability
  • Intake
  • eSignature
Cons
  • Simple Document Management
  • Basic Templates
Read PracticePanther Review

Frequently Asked Questions

Where can I use Rocket Matter?

Users access their data through any standard computer browser, or by using either the iPhone or Android mobile application.

What is the price of Rocket Matter?

As of this review, Rocket Matter offers three pricing tiers. Essentials, at $49/user/month, is for attorneys who only need matter management, and billing & timekeeping. Whereas, Pro, at $79/user/month, offers all of the features a solo or small firm would need, including matter templates, advanced customizations, and kanban board matter management. Premier, $99/user/month, adds features for larger firms, including advanced user/billing permissions, split billing, and fee allocation. Finally, Rocket Matter has a new top tier, Elite ($129/user/month), that includes matter budgets and full legal accounting.

Is Rocket Matter secure?

Rocket Matter uses 256-bit SSL encryption to secure the data traveling between your device and the platform's servers. This is the “HTTPS” portion of the website name. They also offer two-factor authentication, and detail several other security measures, such as strong physical security and a multi-point backup system.

Does Rocket Matter integrate with Microsoft 365?

Yes. The platform offers a robust integration with the Microsoft 365 online platform, which allows you to sync your calendar, email, contacts, and even Word documents. OneDrive integration requires Pro, Premier, or Elite.

Does Rocket Matter integrate with Google Workspace?

Yes, it has a two-way sync with Google Calendar.

Can Rocket Matter handle my Trust Accounting?

Very likely. The platform has Trust Accounting capabilities built into the system. With the advanced reporting capabilities and Rocket Matter Pay, most lawyers will find the capabilities more than satisfactory.

Can I accept online payments with Rocket Matter?

Yes. Rocket Matter provides Rocket Matter Pay online billing and payment options.

Does Rocket Matter integrate with Zapier?

No, Rocket Matter does not include a Zapier integration. However, it does have an open API, which would allow developers, or especially computer savvy firms, to connect other platforms to it.

Can I automate documents with Rocket Matter?

The platform has built-in document creation. This will allow users to automate basic documents like engagement letters, and simple filings.

Is Rocket Matter compatible with both PC and Mac?

Yes, as a cloud-based law practice management system, it is compatible with any system running a modern web browser.

Additional Details about Rocket Matter

“NextGen” Enhancements

Rocket Matter has rolled out several recent improvements in its “NetGen” platform. These include:

  • E-Signature Capabilities: Integrated e-signature functionality allows for efficient and secure signing of documents directly within the platform.
  • Advanced Billing Features: New options include paperless prebills, customizable billing rules, and support for multiple trust accounts per client. These enhancements cater to complex billing requirements, such as those of insurance carriers or multi-party transactions.
  • Improved Role-Based Permissions: The platform now offers enterprise-level role-based permissions to enhance security and customize access levels for team members.
  • Flexibility and Customization: Rocket Matter has been redesigned to accommodate specific law firm needs, such as family law and contingency-based practices, providing more flexibility in workflows and integrations, particularly with QuickBooks.
  • Mobile App Enhancements: Expanded functionality on mobile devices allows attorneys to access case files, track time, and communicate with clients seamlessly on the go.

Rocket Matter with AI

ChatGPT

You can use ChatGPT within the Rocket Matter interface. All sensitive data, such as Social Security numbers and confidential documents, stays within Rocket Matter, a substantial advantage over using ChatGPT directly.

AI in Time Tracking

Rocket Matter’s Track feature uses AI to automatically monitor and record the time spent on various activities across apps and websites. This enables accurate billing, reducing revenue loss due to “time leakage.” The tool also provides attorneys with control over what data is logged, addressing privacy concerns.

Firm-wide Chat

Simple, effective chat makes it easy to discuss cases (or anything else) with other members of the firm without resorting to the clunkiness of email, Teams, or Slack. Communicator is like 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 billable time, matters, calendars, and contacts. After getting the information from Rocket Matter, users can back it up locally, but it is a clunky process, especially if wanting to back up regularly.

Business Intelligence Reports

At the Premier tier, the Rocket Matter software comes with powerful Business Intelligence reporting. Since most of the firm’s information is housed inside the platform, lawyers can easily create and review complex business reports directly inside of Rocket Matter.

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 benefit most from the platform.

Additionally, Rocket Matter has made 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, Premier, and especially Elite, satisfy the larger, more seasoned firms.

Practices who are looking for complex discovery solutions, or specific personal injury software, may want to look elsewhere.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

Ipad featuring field guide pdf

Rocket Matter Community Reviews

4.3

Based on 1 Rating

0
1
0
0
0
Write a Review

Leave a Review

  • Aaron T. says:
    February 1, 2018 at 10:43 am

    Love it, with a few exceptions.

    (4)
    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.

    • Learn the Latest from Our Partners and Community