Rocket Matter Legal Management Software In-Depth Review

With decades of experience in legal tech, I've seen software come and go, and know what works. In this review of Rocket Matter review, I’ll share insights on features, usability, and support to provide you with all the information about this legal software. Whether you're a solo practitioner or part of a large firm, my in-depth analysis will help you decide if Rocket Matter is the right tool for you.

Rocket Matter Product Overview

Rocket Matter is a legal practice management software designed to streamline legal workflows. Targeting small to mid-sized law firms, it offers organization, case management, and time-tracking tools. The benefits include efficiency in handling cases, document management, and improved collaboration among legal teams. Rocket Matter addresses key pain points such as disorganization, manual timekeeping, and lack of integration with other tools. Its best features include robust reporting capabilities, customizable dashboards, and versatile client communication tools.

Pros

• Robust Reporting: Rocket Matter offers detailed, customizable reports that allow firms to track performance and analyze key metrics.
• Versatile Communication: The software integrates various client communication methods, making interaction more accessible and organized.
• Customizable Dashboards: Rocket Matter allows users to tailor their dashboards, aligning them with their specific needs and workflow preferences.

Cons

• Limited Integrations: Rocket Matter might not integrate with some specific third-party tools, limiting flexibility for certain users.
• Complex Interface: Some users may find the interface overwhelming or unintuitive, leading to a steeper learning curve.
• Inconsistent Support: While generally reliable, customer support can be uneven at times, causing delays or frustration for some users.

Expert Opinion

In my professional judgment, Rocket Matter holds a solid place in the market of legal practice management software. Its features offer robust functionality, and the software excels in reporting and customization options. However, it might slightly underperform in areas like third-party integrations and customer support. The interface, while feature-rich, might be daunting for some users. In comparing Rocket Matter with similar tools, it is well-suited for small to mid-sized law firms that prioritize detailed reporting and customizable workflows.

Rocket Matter: The Bottom Line

Rocket Matter's uniqueness lies in its robust and highly customizable reporting capabilities. Unlike some other tools, it offers versatile client communication methods, aligning with various preferences and needs. These features, combined with customizable dashboards, make Rocket Matter a particularly good option for legal professionals seeking more control over their practice management and client interactions. Its noteworthy offerings help firms streamline their legal workflows, though it may not be the ideal choice for those seeking vast third-party integrations.

Rocket Matter Deep Dive

Product Specifications

1. Case Management - Yes
2. Time Tracking - Yes
3. Billing and Invoicing - Yes
4. Document Management - Yes
5. Client Portal - Yes
6. Task Management - Yes
7. Calendaring - Yes
8. Email Integration - Yes
9. Trust Accounting - Yes
10. Mobile Access (iPhone/Android) - Yes
11. Templates - Yes
12. Collaboration Tools - Yes
13. Reporting - Yes
14. Workflow Automation - Yes
15. Integration with QuickBooks - Yes
16. Integration with Dropbox - Yes
17. Project Management - Yes
18. Customizable Dashboards - Yes
19. Secure Credit Card Processing - Yes
20. Contact Management (CRM) - Yes
21. Billing Software - Yes
22. SaaS (web-based) - Yes
23. Business Intelligence Tools - No
24. Integration with Google Calendar/Gmail - Yes
25. Integration with LawToolBox - No

Feature Overview

1. Case Management: Comprehensive case management allows law firms to organize and access case files, track deadlines, and collaborate on cases.
2. Time Tracking: Rocket Matter offers precise timekeeping tools that can capture billable time directly from tasks and activities.
3. Document Management: Integration with Dropbox provides secure document storage, sharing, and collaboration.
4. Client Portal: The client portal enhances communication by allowing secure interaction and document sharing with clients.
5. Trust Accounting: This feature allows for seamless tracking of trust accounts, ensuring compliance with legal regulations.
6. Templates: Customizable templates for various legal services expedite document creation and standardization.
7. Reporting: Robust reporting tools offer detailed insights into performance, productivity, and financials.
8. Workflow Automation: The ability to automate repetitive tasks saves time and ensures consistency across the firm.
9. Integration with QuickBooks: Simplifies accounting and billing by integrating directly with QuickBooks.
10. Mobile Access (iPhone/Android): Rocket Matter's mobile app ensures access on various devices, making work on the go a breeze.

Standout Functionality

1. Customizable Dashboards: Unlike some other legal software, Rocket Matter offers highly customizable dashboards to align with specific needs and workflows.
2. Versatile Client Communication Tools: It integrates various client communication methods, which are not common in all legal software.
3. Precise Timekeeping Tools: Time tracking features that capture billable time directly from tasks provide accuracy that's distinctive in comparison to some competitors.

Integrations

1. Native Integrations: Rocket Matter provides integration with QuickBooks, Dropbox, Google Calendar, and Gmail, streamlining various legal tasks.
2. API: Offers an API for further integrations, allowing the flexibility to connect to a wide array of tools.
3. Add-Ons: Add-ons can be used to extend the platform's capabilities, though detailed information may need to be explored directly with the provider.

Pricing

• Standard Plan: $65/user/month (min 5 seats), includes core features like case management, time tracking, and basic integrations.
• Plus Plan: $79/user/month (min 5 seats), adds additional features like workflow automation and advanced reporting.
• Pricing upon request: For higher-tier plans or customized solutions.

Ease of Use

Rocket Matter offers a feature-rich interface that may initially be overwhelming to some users. The onboarding process includes tutorials, and the organization within the tool is logical once familiar with the platform. Navigation is user-friendly but may require a learning curve for complete mastery.

Customer Support

The level of customer support provided by Rocket Matter can be inconsistent. While channels like documentation, live chat, and webinars are available, response times and overall satisfaction can vary, leading to some frustration.

Rocket Matter Use Case

Who would be a good fit for Rocket Matter?

Rocket Matter is well-suited for small to mid-sized law firms seeking customizable and versatile legal practice management tools. Law firms focused on detailed reporting and streamlined workflow automation will find it particularly valuable.

Who would be a bad fit for Rocket Matter?

Large law firms or those seeking extensive third-party integrations may find Rocket Matter less ideal. The complexity of the interface might also deter solo practitioners or small firms without dedicated IT support.

Rocket Matter FAQs

What integrations does Rocket Matter offer?

It integrates with QuickBooks, Dropbox, Google Calendar, and Gmail, and offers an API for additional integrations.

Is Rocket Matter accessible on mobile devices?

Yes, Rocket Matter has apps for both iPhone and Android devices, enabling work on the go.

How does Rocket Matter handle legal billing?

Rocket Matter provides comprehensive legal billing tools, including time tracking, invoicing, and secure credit card processing.

Does Rocket Matter provide trust accounting?

Yes, Rocket Matter's trust accounting features help in tracking trust accounts, ensuring compliance with legal regulations.

Alternatives to Rocket Matter

• Clio: Offers more extensive third-party integrations, which may benefit firms seeking more varied connections. Learn more about the tool in this Clio software review.
• MyCase: Known for its user-friendly interface, a better fit for those prioritizing ease of use. See expert insight about this legal tool in this MyCase software review.
• PracticePanther: Offers advanced CRM capabilities, beneficial for firms with a strong focus on client relationship management. Know if this tool is for your legal needs in this PracticePanther legal management tool review.

Rocket Matter Company Overview & History

Rocket Matter, headquartered in Boca Raton, Florida, offers legal practice management software primarily to small to mid-sized law offices. As a SaaS provider, it focuses on delivering solutions to streamline the work of legal professionals, encapsulated in its mission statement: "To make legal professionals’ lives easier through efficient, cloud-based legal software." Privately held, Rocket Matter was founded in 2007 and has since been a consistent player in the legal software space. The company has continued to enhance its offerings and integrate valuable tools, building a reputable presence in the industry.

Summary

In this review of Rocket Matter, we've covered everything from pricing to functionality, trust accounting to customer support, and integrations with tools like QuickBooks and Dropbox. With unique features like customizable dashboards and versatile client communication tools, Rocket Matter offers a solid choice for small to mid-sized law firms. Its user-friendly interface and legal billing options make it a valuable asset, though some may find limitations in third-party integrations.

Feel free to comment and share your experiences with Rocket Matter, as your insights will add valuable perspectives to this overview. I also wrote a review about Casefox, a legal billing software similar to Rocket Matter with many interesting features.