Rocket Matter Features List

Rocket Matter

Legal Practice Management & Time and Billing Software

4.35/5 (73 reviews)

Rocket Matter Feature Summary

  • Calendaring
  • Task Tracking
  • Phone Messaging
  • Timer
  • Skype Integration
  • Mobile Access
  • Documents & Notes
  • Paperless Law Office
  • Tagging
  • Dropbox & Evernote Integration
  • Global Intelligent Search
  • Contact Management
  • User Dashboards
  • Matter Dashboards
  • Reporting
  • Expense & Time Tracking
  • Invoicing
  • Batch Billing
  • Matter-based Ledgering
  • Accounts Receivable Reports

Legal & Law Feature Comparison

Most popular features of all Legal & Law apps

API (17 other apps)
Activity Dashboard (31 other apps)
Automatic Notifications (16 other apps)
Automatic Reminders (25 other apps)
Billable Hours Tracking (18 other apps)
Billing & Invoicing (23 other apps)
Calendar Management (22 other apps)
Case Management (29 other apps)
Contact Database (16 other apps)
Customizable Templates (16 other apps)
Document Assembly (17 other apps)
Document Storage (24 other apps)
Document Templates (22 other apps)
Invoice Management (21 other apps)
Microsoft Outlook Integration (16 other apps)
SSL Security (20 other apps)
Search Functionality (19 other apps)
Task Tracking (18 other apps)
Time & Expense Tracking (19 other apps)
Time Tracking by Client (19 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


51 reviews

See all iOS Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Rocket Matter Feature Reviews

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

Scott Garver

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
Read more
David Fisher

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
Read more
Jesse White

Rocket Matter is far from perfect, but it helped our firm stay at least partially functional.

2018-07-09

Decent but limited functionality at a price that could have been lower.

Pros

There are lots of things to like about Rocket Matter for any small law firm or solo practice, including the ability to update client contact information, bill time from your computer directly, and attach case documents and emails for an actual case management system.

Cons

Additionally, the invoicing system was needlessly complicated and failed to handle the realities of clients making payments against retainers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
H. Douglas Shepherd IV

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
Steve Senentz

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

Initially the reporting capabilities were rather limited in Rocket Matter, but have only improved steadily.

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
Read more
Oswaldo Huz

GREAT software to keep track of your cases and bill hours. A bit expensive.

2017-11-01

BILLABLE HOURS! Keep track of them.

Pros

When set up properly you can just open new case and auto assign tasks to your staff by templates. We are an Injury Law and this software has made our practice a heck of a lot easier.

Cons

Every user is billed separately.

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
Matt Pritchard

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
Read more
Tabitha Hochscheid

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
Shannon Bronico

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
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

I would like to see more customizable reports, including reports based on custom fields.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: 6-12 months

Source: GetApp
Helpful?   Yes   No
Read more
Maytel Bonham

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
McKenna Cox

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
Tammy Dean

Great product, user friendly

2016-09-26

Rocket Matter is a great tool for tracking and maintaining client files and scheduling dockets. The billing is pretty straight forward--easy.

Pros

The ease of use and simplification of opening files. If a change needs to be made to a matter after it has been set up, it is easily changed or corrected.

Cons

Clients with more than one matter receive separate bills for each matter which is confusing.

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
Nathan Petersen

Great software that makes running your firms easier and more efficient!

2016-09-26

Tracking cases, recording time, dealing with billing and invoicing are all much easier with Rocket Matter!

Pros

Easy to use, efficient and streamlines administrative tasks.

Cons

Would prefer to group discount or bundle deal for additional users.

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

Connect your Quickbooks and LawPay account and learn to use all of the integrated features. It is worth the time spent learning.

Source: Capterra
Helpful?   Yes   No
Read more
Joseph Sullivan

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
Read more
Bethany Hess

Rocket Matter Review

2016-09-26

Rocket Matter has changed our business for the better. Billing and client integration is outstanding!

Pros

Billing

Cons

The expense for the software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Rocket Matter

not really

Source: Capterra
Helpful?   Yes   No
Read more
Kory Nelson

Customer for over 4 years and Administrator for the firm

2015-09-18

RocketMatter has enabled the firm to effectively and efficiently capture billable time, facilitate and record client communication, quickly schedule client matter deadlines, and efficiently invoice ongoing matters and track collections, all while providing the firm a customer relationship management platform.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Victoria Edwards

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

2016-10-24

I had a death in the family and needed only a few more days to complete migration of data, but they would not budge on the policy and even suggested paying for another month of Rocket Matter to complete migration, in case I wanted to switch back.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jodi Martin

Great program for Solo/Small Firm setting

2016-09-14

In my previous big firm life we used a billing system that wasted more time than it saved and we didn't even use a case management system.

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
Heather Goebel

Customer service is excellent. The program has a majority of services needed to function all-in-one.

2017-08-29

Pros

It is very user friendly and has many options available, depending on how you operate your business.

Cons

It'd be nice if there was an easy way to download and connect client emails to their respective accounts for billing purposes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Erik Locascio

Fantastic and comprehensive law practice management program!

2016-07-29

It is central in how I organize my files, how I bill my time, and how I keep track of court settings and due dates.

Pros

Adding events, payments, and expenses or billable hours are all easy tasks to complete.

Cons

There are a few minor tweaks I would enjoy, such as the ability to add multiple clients to one matter.

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

Just keep on being awesome and adding great features!

Source: Capterra
Helpful?   Yes   No
Read more
Kasey Sirody

Rocket Matter makes it easy to make money

2016-07-15

Creating your invoices is equally as easy.

Pros

The iPhone app makes it easy to track billing on the road The interface is very user friendly They are very responsive to customer concerns I worked for a firm as a legal secretary before I was an attorney.

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

I love having the iPhone app but think it is time for an update. It would be nice to be able to make multiple entries on the same case without having to go back in every time. I would also really like to be able to add payments on the phone.

Source: Capterra
Helpful?   Yes   No
Read more
Heidi Richert Clerc

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
Sara Pitcher

Excellent customer service

2016-07-15

It also makes invoicing very quick.

Pros

My issues are always resolved very quickly and if I have any questions about how to use the software, I am always given step by step guidance.

Cons

I wish you were able to select who to share a document with as you were uploading it, rather than having to go through two separate steps.

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
Patricia Uro-May

mis dos centavos

2016-09-16

Have mostly liked what I know how to use but am sure I am underutilizing it and have not yet been willing to go to the new version since I would feel lost and wase too much time learning the new system.

Pros

Billing feature, ability to have client information in same place

Cons

The timer feature drives me crazy because it often does not work and tit has to be turned off before the program or you cannot use it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering Rocket Matter

Better direct support for user would be helpful, especially for those of us who are not as computer savvy as you younger people...

Source: Capterra
Helpful?   Yes   No
Read more