Rocket Matter Review

Category: Case Management Founded: 2008 Headquarters: Boca Raton, Florida

Rocket Matter holds the distinction of being the first cloud-based legal practice management software, launched in 2008. Known for its powerful reporting capabilities and comprehensive feature set, Rocket Matter helps law firms improve productivity, increase revenue, and make data-driven decisions about their practice.

Overview

As a pioneer in cloud-based legal software, Rocket Matter has spent over 15 years refining its platform to meet the evolving needs of law firms. The software excels in providing deep insights into firm performance through advanced analytics and reporting tools. Rocket Matter combines traditional practice management features with innovative productivity tools and business intelligence capabilities, making it ideal for firms that want to optimize their operations based on data.

Key Features

  • Advanced Reporting: 50+ customizable reports covering finances, productivity, and client metrics
  • Business Analytics: Real-time dashboards showing firm KPIs and performance trends
  • Matter Management: Comprehensive case tracking with custom fields and tags
  • Time Tracking: Multiple capture methods including timers, batch entry, and email parsing
  • Billing & Invoicing: Flexible billing arrangements, LEDES support, and automated invoicing
  • Trust Accounting: IOLTA-compliant trust management with three-way reconciliation
  • Document Management: Cloud storage with version control and document templates
  • Client Portal: Secure portal for communication and document sharing
  • Legal Project Management: Task templates, workflows, and deadline tracking
  • Mobile Apps: Full-featured iOS and Android applications

Use Cases

  • Data-driven firms wanting detailed analytics
  • Small to mid-size firms seeking comprehensive features
  • Practices focused on improving profitability
  • Firms transitioning from desktop software
  • Common practice areas: Business law, litigation, real estate, family law, estate planning

Pros

  • Exceptional reporting and analytics capabilities
  • Mature, stable platform with 15+ years of development
  • Comprehensive feature set covering all practice needs
  • Strong productivity tools and time capture options
  • Excellent trust accounting features
  • Reliable performance and uptime
  • Good customer support
  • Regular updates and new features

Cons

  • Higher price point than some competitors
  • Interface feels dated compared to newer solutions
  • Learning curve for advanced features
  • Limited customization options
  • Integration library could be more extensive

Integration Capabilities

Rocket Matter integrates with key business tools:

  • QuickBooks Online for accounting synchronization
  • LawPay and Rocket Matter Payments for payment processing
  • Google Workspace and Microsoft Office 365
  • Dropbox and Box for document storage
  • DocuSign for e-signatures
  • Zapier for connecting to additional apps
  • LawToolBox for court deadline calculations
  • Outlook and Gmail for email integration

Security & Compliance

Rocket Matter maintains strong security standards:

  • 256-bit SSL encryption for all data transmission
  • Bank-level security protocols
  • SOC 2 Type II compliance
  • GDPR compliant
  • Daily automated backups
  • Two-factor authentication available
  • Role-based access controls
  • IOLTA compliance for trust accounting
  • 99.9% uptime guarantee

User Reviews

5★
68
4★
37
3★
12
2★
4
1★
3

Mark Thompson

Managing Partner • Business Law Firm
★★★★★

"Rocket Matter's reporting capabilities are exceptional. As the first cloud-based solution, they've had years to perfect their platform. The analytics help us make data-driven decisions about our practice. We've increased our realization rate by 15% using their insights."

Sandra Williams

Senior Attorney • Estate Planning
★★★★★

"We've been using Rocket Matter for 5 years and it's been rock solid. The reporting features are unmatched - I can see exactly where our time goes and which matters are most profitable. The trust accounting features keep us compliant without hassle."

Daniel Lee

Partner • Litigation Firm
★★★★☆

"Rocket Matter does everything we need and the analytics are fantastic. The interface could use a modern refresh, but the functionality is all there. Support is responsive and helpful. Great value for firms that want detailed insights into their operations."

Frequently Asked Questions

What is Rocket Matter?

Rocket Matter is the first cloud-based legal practice management software, launched in 2008. It provides comprehensive tools for case management, time tracking, billing, and client communication, with particularly strong reporting and analytics capabilities that help firms make data-driven decisions.

How much does Rocket Matter cost?

Rocket Matter pricing starts at $65 per user per month for the Essentials plan. The Pro plan is $85/user/month with enhanced features, and the Premier plan at $100/user/month includes advanced reporting and priority support. All plans are billed annually.

What makes Rocket Matter's reporting features special?

Rocket Matter offers over 50 customizable reports covering every aspect of your practice, from financial performance to productivity metrics. The platform provides real-time dashboards, profitability analysis by matter/client, and detailed insights that help firms identify opportunities to improve efficiency and revenue.

Is Rocket Matter suitable for solo attorneys?

Yes, Rocket Matter works well for solo attorneys, though the pricing is higher than some alternatives designed specifically for solos. The comprehensive features and powerful analytics can help solo practitioners run their practice more efficiently and profitably.

Does Rocket Matter include trust accounting?

Yes, Rocket Matter includes comprehensive IOLTA-compliant trust accounting features with three-way reconciliation, automated trust reports, and safeguards to prevent violations. The system tracks client funds separately and provides detailed audit trails for compliance.

Can I migrate data from another practice management system?

Yes, Rocket Matter offers data migration services to help you transfer information from other practice management systems. Their migration team can import matters, contacts, calendar items, and financial data to ensure a smooth transition.

Does Rocket Matter work offline?

As a cloud-based solution, Rocket Matter requires an internet connection for full functionality. However, their mobile apps offer limited offline capabilities, allowing you to view certain cached data and track time offline, which syncs when you reconnect.