Rocket Matter Features

Rocket Matter

Legal Practice Management & Time and Billing Software

4.39/5 (195 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting
Accounting Integration
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Asset Accounting
Automatic Backup
Automatic Billing
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
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
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
For Legal Professionals
Gamification
Invoice Management
Invoice Processing
Legal Case Management
Microsoft Outlook Integration
Mobile App
Mobile Time Tracking
Multi-Location
Multiple Billing Rates
Online Time Tracking
Performance Metrics
Productivity Analysis
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
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Asset Accounting
Automatic Backup
Automatic Billing
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
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
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
For Legal Professionals
Gamification
Invoice Management
Invoice Processing
Legal Case Management
Microsoft Outlook Integration
Mobile App
Mobile Time Tracking
Multi-Location
Multiple Billing Rates
Online Time Tracking
Performance Metrics
Productivity Analysis
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
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting
Accounting Integration
Accrual Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
Archiving & Retention
Asset Accounting
Automatic Backup
Automatic Billing
Billable & Non-Billable Hours
Billable Items Tracking
Billing & Invoicing
Billing Rate Management
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
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
For Legal Professionals
Gamification
Invoice Management
Invoice Processing
Legal Case Management
Microsoft Outlook Integration
Mobile App
Mobile Time Tracking
Multi-Location
Multiple Billing Rates
Online Time Tracking
Performance Metrics
Productivity Analysis
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
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Android App


0 reviews

Rocket Matter Feature Reviews

25 reviewers had the following to say about Rocket Matter's features:

Scott G.

Rocket matter rocks

2016-09-15

It has helped greatly in tracking time and billing. Good to have a to do task list

Pros

Easy to use the basic features of time keeping and billing. Also good for tracking tasks

Cons

Having had time to learn document management systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Rocket Matter

Good value. Worth the price. I know I am not yet using all of its features

Source: Capterra
Helpful?   Yes   No
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Matt P.

Back office ease

2016-07-15

Great trust and operating accounting, calendaring and document management.

Pros

Super easy to review and generate invoices

Cons

Takes a few days to get the hang of the system

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Rocket Matter

Super effective tool in managing a solo practice

Source: Capterra
Helpful?   Yes   No
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Tracy S.

Several Great Tools in One

2021-04-15

Pros

Client information management; Google Calendar integration; Gmail Integration; Timekeeping; and Billing.

Cons

Document production - We use Google Docs to prepare pleadings and are unable to integrate that aspect of our practice into Rocket Matter.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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David F.

Great Billing/Document Management Software

2016-07-14

The interface is user friendly, the billing is easy to input and get to clients and I like being able to access my files online when I am away from the office.

Pros

User friendly interface Easy matter setup and data entry Easy document management

Cons

Needs to be able to add interest to overdue bills

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Rocket Matter

Anyone looking for law office software should definitely check it out - it is well worth the price!

Source: Capterra
Helpful?   Yes   No
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Felecia W.

Solid Practice Management Software

2021-04-15

Love it.

Pros

The billing and client management combination

Cons

The way that the Matter Documents are organized.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Chris B.

Why I stay with RM

2021-04-06

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Brennan A.

Affordable and User Friendly

2021-04-06

Overall, Rocket Matter combines the best features of case management software at a more affordable rate than their competitors.

Pros

Rocket Matter makes it very easy in our law practice to do new client intakes, use cloud storage to create digital versions of our files, keep real-time notes, check for potential conflicts, message within the office, reconcile our bookkeeping, send payments, and merge documents all in one place.

Cons

It would be helpful if the app had more features, such as messaging. The app shouldn't be a substitute for the desktop but I think the app could use a few upgrades.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Eliel C.

Best Cloud Software for Client Management

2021-04-12

My favorite client management software.

Pros

Good reports, easy to use, excellent customer service.

Cons

It does not have matter trust account; only client trust account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Chanda D.

Rocket Matter Review

2021-04-06

Rocket Matter works fine as a practice management system.

Pros

The customer database, file notes, and billing are user-friendly.

Cons

Also creating document templates should be made to be more user-friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
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Heidi Richert C.

Great Client Management Software

2016-09-14

You can access information and run reports from anywhere you have internet.

Pros

Online and accessible.

Cons

Some features are still unavailable on invoices like sum totals for different users.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering Rocket Matter

Watch the tutorials and/or call customer service if you run into any trouble. Customer service and support are absolutely the best!

Source: Capterra
Helpful?   Yes   No
Read more
Liisa S.

Rocket Matter is great case management software

2021-04-08

We have had 2 different CRMs and neither one of them had the easy standard reporting features of Rocket Matter.

Pros

It is very easy to run invoices and track time.

Cons

It something that should be standard in any case management software that does billing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Joseph S.

Rocket Matter is great for small law firms.

2016-09-14

Overall, Rocket Matter is a great law practice management tool for the small law firm.

Pros

I like the task management and billing features.

Cons

You cannot see your Tasks in the iPhone App.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Rocket Matter

Keep the product improvements going!

Source: Capterra
Helpful?   Yes   No
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Shannon B.

Great tool for managing trust accounting, client billing, calendars and case notes in once place

2017-05-17

RocketMatter acts as an automated trust accounting system that updates as I bill clients, and provides various reports and summaries to help analyze the financial needs of the business easily.

Pros

The billing system offers many options to tweak the system to suit many different billing situations for clients, such as billing method (hourly, flat fee, evergreen retainer, etc).

Cons

That results in printing case notes taking up 30 to 60 minutes of my time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
H. Douglas S.

Rocket Matter = Single Most Important Decision I Made When Starting My New Firm

2016-07-15

I could not be happier with my case management/billing choice in Rocket Matter.

Pros

Billing = $. Rocket Matter keeps me organized and allows me to not miss a billing opportunity.

Cons

I wish there was a faster way to input payments of multiple Invoices. Right now too many steps.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Rocket Matter

Don't hesitate. Do it. Of course its not free, but it will undoubtedly pay for itself.

Source: Capterra
Helpful?   Yes   No
Read more
Peter C.

Legal Billing Software made easy

2021-04-15

Rocket Matter has been excellent for our firm and it allows us to maintain excellent billing practices while maintaining everything in an organized fashion.

Pros

It is easy to enter billing details, add new clients, pull up client information, case information, and generate invoices.

Cons

It would be nice if the document merge software through rocket matter created the template to start

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve S.

Awesome in the cloud practice management service!!!

2016-07-28

Being able to quickly capture information and bill our clients translates into faster payment receipt because if the invoices don't go out timely, the less likely you are to receive payment anytime soon!

Pros

Accessible anywhere there is internet connectivity. UI appearance (aesthetics).

Cons

Recent additions such as the advanced analytical reports are proving to be very useful tools for the firm owners to monitor the practice's "metrics".

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Rocket Matter

Before committing to this or any Saas vendor or in-the-cloud software - do your due diligence. Kick the tires, try things out, ask questions. Attend a technology conference if possible where you can meet the vendors face-to-face. Check with your state or local bar organizations about their stance of in-the-cloud practice management systems. This software works exceptionally well for our firm, but each attorney or practice has their own unique needs and will know best what works for them.

Source: Capterra
Helpful?   Yes   No
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Tabitha H.

an excellent cloud-based comprehensive system for small firm solo lawyers.

2017-06-09

full service hourly billing with, email , calendar and accounting integration.

Pros

accessibility of the system, integration of calendaring and email.

Cons

the interface for email doesn't allow you to bill efficiently for older emails.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
McKenna C.

Rocket Matter makes my and my clients' lives easier

2017-02-15

I love that I or my staff can look up anything we need to know about any case whenever we need to when a client calls; when we are on the go; or when working from home or on a trip.

Pros

Easy to use, keep everything organized, keeps me on track, increase communications between staff and attorneys, mobile.

Cons

The iPad app is very glitchy; two-way calendar syncing with iCal has long been difficult if not impossible; Syncing calendars with Google cal is glitchy; billing for large insurance companies (LEDES for example) is difficult; and the software can be slow at times depending on your access to high speed internet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Rocket Matter

I would LOVE to see a way to sync more than 1 email account with a case

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer
Verified Reviewer

A Clio Alternative

2015-10-07

I thoroughly researched and personally tested several case management systems, both cloud-based and not, before deciding on RocketMatter.

Pros

-Batch billing. Enough said.

Cons

Finally, I would like to have built in functions for automatically adding interest on past due balances when invoicing, as well as the ability to add a monthly fee based on a percentage of current billing. (These are functions that Abacus has built in, but I wouldn't even consider using Abacus at any point in the future.)

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Maytel B.

RM review for coffee

2016-07-27

They are constantly trying to improve this platform and have been pro-active in integrating it with other products such as Google Calendar and email.

Pros

Calendaring, billing and email

Cons

uploading documents

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
melissa g.

Rocket review

2021-04-21

Still new, but its easy to navigate through.

Pros

seems easy to keep client billing and recording payments.

Cons

To fix this issue, how about being able to do a dashboard search for the document?

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No

Response from Rocket Matter


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

Read more
SJ C.

Good but not the best

2018-11-03

And like I said, the billing was superior to any other practice management software we have used.

Pros

This is a basic, user friendly software that is great for non-volume practice management and makes legal billing very easy.

Cons

We switched to a practice management software that has checklists and steps - once you've checked off the items for one step, it moves you to the next step.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachel S.

Best Case Management Software Hands Down

2017-04-17

I have looked and dabbled in other case management softwares but we just keep finding that Rocketmatter is the best fit for our firm.

Pros

easy user interface link to quickbooks and lawpay client portal

Cons

If a client forgets their portal password I have to call Rocketmatter to have it reset.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Catherine H.

Perfect for the Sole Practioner

2021-04-12

Rocke Mmatter streamlined our billing process so that what used to take 4-5 days per month (I kid you not) with Quickbooks Professional for law offices , now takes a few hours.

Pros

I love the client portal component and so do my clients, well with the exception that they frequently forget their log in information and have to obtain that from me. 3. Billing and payments are super easy. 4.

Cons

That there is no email component that integrates the calendar with email.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael G.

Comprehensive practice management, friendly interface, great technical support

2021-04-19

Cloud-based practice management software is a Godsend to a solo practitioner like me (one-person operation) and Rocket Matter is the easiest to manage comprehensive solution I've found.

Pros

The convenience of practice management software generally -- consolidating bookkeeping, CRM, calendar, and more under one software roof.

Cons

I have no complaints. It's been all plus, no minus.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more