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Clio vs Rocket Matter Comparison

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Overview

Category Leaders

Clio is the leading cloud-based legal practice management solution that lets you manage your law firm from anywhere. Access...

Rocket Matter is the leading cloud-based law practice management software that helps you run a more efficient law firm, boost...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$

39

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

35

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

5

4

3

2

1

884

221

33

7

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

5

4

3

2

1

111

59

14

4

5

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

Pros

Clio provides effective and easy invoice creation and it's quite secure. Additionally, its costumer service is just amazing.
Overall, the best time and billing software out there. I have demo'd several and Clio was the clear winner.
Functionality is nearly universal while specially and jusisdiction costomization is great. Easy law firm branding and pre sale marketing is brilliant.

Pros

Technical support is fabulous, both through packaged online help and, on the very few occasions when it has been necessary, direct contact with a technical support representative.
Overall, my experience with Rocket Matter has been very successful in navigating through the website and it is pretty self explanatory which helps when training new employees comes up.
I also love the layout, being able to customize, the drop-down feature helps keep me organized and the page clean.

Cons

My client started having trouble uploading her documents to me. Assignments went missing, and so deadlines were missed.
I hate when I am asked for instructions on setting up their client portal because I have no instructions to give them.
This is especially clear in light of its competition, Abacus or AbacusNext or AbacusLaw or whatever other evil derivative product they put out there which is all horrible in my experience.

Cons

It freezes all the time. This is disruptive to my workday.
It defaults to the current date which is slightly annoying when you are entering time for a prior date.
Constant problems with slow service. Accounting feature does not integrate well with QUICKBOOKS.
  • Vendor responds to reviews
  • Last review10 days ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features76
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Bulk Send
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Analysis
  • For Legal Professionals
  • Full Text Search
  • Gamification
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile App
  • Mobile Time Tracking
  • Multi-Currency
  • Multi-Location
  • Multiple Billing Rates
  • Online Time Tracking
  • Performance Metrics
  • Productivity Analysis
  • Project Accounting
  • Project Time Tracking
  • Project Tracking
  • QuickBooks Integration
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management
  • Total features99
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Asset Accounting
  • Audit Trail
  • Automatic Backup
  • Automatic Billing
  • Billable & Non-Billable Hours
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Rate Management
  • Bulk Send
  • CRM
  • Calendar Management
  • Calendar Sync
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Compliance Management
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Database
  • Customer Statements
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Management
  • File Sharing
  • Financial Analysis
  • For Legal Professionals
  • Full Text Search
  • Gamification
  • Invoice Management
  • Invoice Processing
  • Legal Case Management
  • Microsoft Outlook Integration
  • Mobile App
  • Mobile Time Tracking
  • Multi-Currency
  • Multi-Location
  • Multiple Billing Rates
  • Online Time Tracking
  • Performance Metrics
  • Productivity Analysis
  • Project Accounting
  • Project Time Tracking
  • Project Tracking
  • QuickBooks Integration
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Staff Calendar
  • Status Tracking
  • Summary Reports
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Tax Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Trust Accounting
  • Two-Factor Authentication
  • Version Control
  • Workflow Management

Integrations

  • Total integrations64
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations15
  • Authorize.net
  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

User reviews that mention these apps

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

Share this review:

Clio logo

Clio

Timer

Reviewed a year ago

Good, but for my particular practice, timekeeping is the most important way for me to earn money and I'm not really finding the Timekeeper option helpful.

Pros

Easy to understand client account info.

Cons

I wish there was a popup window with the timekeeper, where I could more easily keep track of my hours. Several at a time would be an even bigger bonus. Rocket Matter has something that is quite easy to use. It allows the user to stop and start time for different clients, all at the same time.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Clio logo

Clio

Customer service makes all the difference.

Reviewed 4 years ago

All the information you need at your fingertips, anywhere in the world. Hassle-free and comprehensive customer service.

Pros

Packed with features. There is just so much that can be done with this software that a firm might not have thought to do with some of the older software platforms. Everything is secure and designed from a legal professional's viewpoint. Every person in our firm can handle a case from start to finish without leaving the Clio platform -- anywhere, anytime. Also, the customer service should not be...

Cons

The only issue that we've had so far is personalizing the goals on the dashboard page. It would be nice to have a more granular and specific revenue analysis for each attorney. Granted, we are still implementing other more important features firm-wide, so this hasn't been the highest priority, and it's more of a luxury anyway.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

Share this review:

Rocket Matter logo

Rocket Matter

Great tool. Better than competitors.

Reviewed 2 years ago
Pros

The interface is super clean and is far less overwhelming than Clio.

Cons

There are only a few integrations currently, but they are the important ones.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend4/10

Share this review:

Rocket Matter logo

Rocket Matter

Rocket review

Reviewed 2 months ago

Still new, but its easy to navigate through. I trained myself. I was using CLIO prior to this firm.

Pros

seems easy to keep client billing and recording payments.

Cons

searching for certain documents that have been uploaded into client files. User has to remember what client /matter a certain doc was uploaded. To fix this issue, how about being able to do a dashboard search for the document?

Vendor response

Melissa, Thank you for taking the time to leave us a review. We are sorry to hear that you have experienced some frustration with Rocket Matter. Our search functionality does in fact allow for users to search for documents. Please be on the lookout for an email from our support team so we may discuss how we can help give you a better experience with our product! Thanks

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

Rocket Matter logo

Rocket Matter

Rocket Matter is everything you need. And it is Great!

Reviewed 5 years ago

Rocket Matters (RM) is everything you need for your law office and most other practices. My company has been using it since around January 2013 and we are very happy with it. Before I have used ProLaw, Clio, and Abacuslaw but RM blows the others out of the water.

Pros

You can upload documents to every matter/case you have. You can put in transactions. This is specially useful so that any user can see what has been happening in the case. It is also very easy to read unlike ProLaw/Abacuslaw. The system feels clean and clutter free. The system is very easy to use. Adding documents/notes/transactions/billing is very useful. We love that we are able to add tags to matters. Very often you have case numbers, family members that are a part of the case but the name of the case is in someone else's name. Without these it is very difficult to match some correspondences to their cases. There is a build in time you can use to assist you with billing for what you are doing. RM is very easy to teach to new staff. Most things are self explanatory.

Cons

Very few. Sometimes when they redesign the system it can take some getting used to. But this is true of every program out there. And even then they give you over 30 days were you can try the new design and still go back to the old one if you have trouble with it. Sometimes the system can be slow. However this can be a combination of the computer and internet speed. Sometimes you can't duplicate case names. Which makes sense in a way since you don't want to confuse it with another case and make an error, but too often client's have the same name.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

Rocket Matter logo

Rocket Matter

Why I stay with RM

Reviewed 2 months ago

I keep getting calls from reps for Clio or other similar products and all I say is I'm happy with RM. If I have a problem, you help fix it. If I need to do something that I don't do often and can't remember the steps, you walk me through the process. Like my Apple products, it just works.

Pros

It mostly works like I work. Some of the various integrations and case management tools have a pretty steep learning curve, but they are not overwhelming.

Cons

There is not a way to track time in a file that is billed as a flat fee. Time tracking is needed so that profitability can be determined.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Rocket Matter logo

Rocket Matter

Easy to Use, But Pricey for What you Get and Terrible Policy on Accessing Data After Cancellation

Reviewed 5 years ago

I used Rocket Matter for several months, but I decided to switch to another law firm management software because Rocket Matter does not have much functionality. For $65, all you really get is billing and invoicing software (they claim to also offer document management but it's just a Dropbox feature, and you have to manually create templates if you want them). Their other competitors, CLIO and Firm...

Pros

No pros were added to this review

Cons

No cons were added to this review

Clio vs. Rocket Matter

See how Clio and Rocket Matter stack up against each other by comparing features, pricing, ratings, integrations, security & more.