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Filevine vs Rocket Matter

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Our analysts compared Filevine vs Rocket Matter based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Filevine Software Tool
SelectHub Award Winner
Rocket Matter Software Tool
SelectHub Award Winner
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Product Basics

Analyst Rating

76 Detailed Analysis

User Sentiment

Excellent User Sentiment (425 Reviews)

Analyst Rating

86 Detailed Analysis

User Sentiment

Great User Sentiment (214 Reviews)

Filevine is a cloud-based tool for law firms and solo practitioners to manage cases, clients, documents and billing. It offers various AI-powered features and automation to help you improve efficiency, streamline collaboration, reduce overhead tasks and capture more leads.

One of its standout features is the AI-powered document management system. It automatically categorizes and tags documents based on their content, making it easy for attorneys and staff to find information quickly. The AI also helps identify potential conflicts of interest and ensures compliance with legal regulations.

Filevine offers robust task management and matter-handling capabilities. You can easily create matters and consolidate all case-related documents, data, notes and tasks in the same environment. You can also connect contacts to associated legal matters and correspondence history. The software provides tools for accurate time tracking, invoicing and payment processing.

Additionally, the client intake module helps efficiently organize and convert leads from multiple channels. The AI-powered system automatically extracts key information from incoming inquiries, making it easier for staff to follow up and provide timely responses. Filevine's analytics module provides valuable insights into lead generation sources, allowing law firms to focus their marketing efforts on the most effective channels.

The platform employs security measures such as encryption, access controls and regular data audits. It requires multi-factor authentication for staff account access. You can set role-based permissions to grant different access levels based on responsibilities, ensuring sensitive client information remains confidential and secure.

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Rocket Matter provides law firms with a user-friendly practice management platform capable of everything from case management and CRM to time tracking and billing. Store all case-related data and documents in one place and track them via kanban boards. Leverage robust reporting tools to get actionable insights. Automatically link time entries to invoices and product mass invoices with custom billing rules. SImultaneously manage both trust and operating accounts.

Securely create, store and share an unlimited number of legal documents. Use predefined parameters and templates to organize legal matters and develop automated workflows for all phases of a case. Create an invoice schedule that supports multiple billing plans and payment methods. Facilitate same-day payments with electronic invoices and online payments. Integrate with third-party technologies to improve scalability.
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$87/User, Monthly
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$109 Monthly
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Product Assistance

Documentation
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Videos
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Email
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Knowledge Base
24/7 Live Support
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Product Insights

  • Meet Every Deadline With Efficient Calendaring: According to our data, Filevine’s best module is its calendar management toolkit with a 100 analyst rating. You can create events, attach notes and add time entries for each task. The calendar provides color-coded views, filtering options and reminders for upcoming events. It also supports rule-based calendaring that tracks and automatically adds deadlines and events for specific jurisdictions.
  • Streamline Client Experiences Using Intelligent Automation: The platform’s client and contact management toolkit is another strong suite, with an 89 analyst rating. Built-in email communication, client portals and secure document sharing enhance collaboration and accessibility. Customizable intake forms and detailed client profiles enable personalized interactions and efficient lead management. Additionally, integration with two-way text messaging ensures timely and convenient client communication.
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  • Simplified Automation: Manage ongoing cases and projects with automated workflows and customize them with plug-and-play templates.  
  • Connection On-the-Go: Access case information, tasks and essential tools remotely with a mobile app. 
  • All-in-One Billing: Eliminate billing errors and duplicate data with hassle-free batch billing, invoicing and electronic payment collection. 
  • Optimized Task Tracking: Track ongoing tasks in real time with a visual feed of ongoing tasks delivered via customizable Kanban boards. 
  • Short Subscription Periods: Try out the software extensively with a minimum subscription period of three months and cancel if it’s not a fit. 
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  • Case Management: Centrally access all case-related information, documents, notes, tasks and correspondence. Automate standardized procedures, tasks, reminders and deadlines. Use the activity feed to track tasks in real time, communicate with clients and pull up contextual information. Set up roles and permissions to control access and assign responsibilities. 
  • Lead Capture: Create client intake forms tailored to the firm’s needs. Automate follow-up tasks and communications required to convert potential clients. Use the dashboard to display tasks and track lead volume over time, lead sources, revenue by source and conversion rate. 
  • Integrations: Connect with Lead Docket to streamline lead referrals and access its vast library of integrations. Add over 2,000 applications through its API-based architecture. Seamlessly integrate with QuickBooks to synchronize legacy accounts. Other integrations include Google Calendar, Zapier, Office 365, Domo, Vinesign and Slack. 
  • Legal Documentation: Access an end-to-end document management module with unlimited storage and built-in editing and collaboration tools. The DocGen inclusion instantaneously creates custom contracts, retainers, firm reports, demand letters, interrogatories and more. Search for specific documents via custom document hashtags and OCR. Create custom folder structures to store legal documents separately based on practice areas or cases. 
    • Editing: Lock documents for edits. Edit PDFs, combine and insert documents and apply consistent identifiers to multiple sets of documents. 
    • Filevine Fusion: Use granular reporting to create dynamic documents, sophisticated forms, visuals and charts with a single click. Consolidate data from all over the system into a single document ready to download, print and email. Seamlessly fits into the firm’s existing workflows. 
  • Contracts: Leverage automated approval workflows, version control, custom alerts and real-time editing to manage the entire contract lifecycle. Use dynamic templates with conditional logic to create legally binding contracts instantly. Create custom contracts, letters and drafts in bulk with self-service templates. Seamlessly transfer legacy contracts with captured metadata and track legal obligations via dashboard snapshots. 
  • Reporting and Business Analytics: Generate reports on everything from tasks and notes to time entries and calendar events. Schedule automatic delivery of reports when required. Get data-driven insights on top performers, productivity, training opportunities, task completion rates, cumulative actions taken and more. Expand or limit report results by any condition or factor. 
    • Audit Reports: Record every activity registered in the system and store it for 30 days. Get actionable insights into staff productivity and business profitability. 
    • Filevine Periscope: Enable data visualization via the Periscope extension and expand raw datasets. Get recommendations on the best possible combination of workflows and actions for maximum productivity. Identify and standardize efficient workflows and eliminate ineffective habits.
  • Time and Expense Tracking: Track time from anywhere within the platform. Set up custom hourly rates for legal practitioners and define default rates for everyday expenses. Implement custom templates to streamline expense tracking. 
  • Billing: Seamlessly generate invoices and connect payments to the corresponding bills. Send invoices directly from the billing portal via email, fax or postal mail. Create, send and review active invoices via the billing control panel.
  • Guest Access: Configure permissions to provide temporary guest access to co-counsels, clients and others. Securely share important files, documents, updates and information. 
  • E-signature: Allow clients to electronically sign documents via drawing, typing or uploading an image of their signature. Use recyclable templates to add up to four signers per document and create custom fields for dates, initials and signatures. Track document status and get instant alerts about updates. Automatically save signed documents and contracts to associated folders. 
  • Security: Require clients and staff to sign in with a selfie to get past gesture authentication. 
  • Mobile App: Securely access case files and time tracking capabilities on the go with the mobile application. 
  • Legal Calendar: Always stay up to date with deadlines, Statute of Limitations, important events, meetings and client touchpoints. Schedule firm-wide meetings, appointments and tasks with the central calendar. Filter the view to drill down on specific staff and run calendar reports to create actionable tasks. 
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  • Time and Billing: Use multiple timers and intuitive screen-capture tools to track billable time efficiently. Edit time entries in bulk and process them into invoices. Connect to QuickBooks for two-way synchronization of accounting data. 
    • Invoices: Create custom invoices with tailored branding, fonts and colors. Send digital invoices to clients with online payment options, including credit cards and eChecks. 
    • Billing Rates: Supports multiple billing rates, such as hourly billing, flat rates and contingency fees. Assign custom rates on a matter or client basis. 
    • Retainers: Maintain a minimum balance for trust accounts. Automatically request funds when the account balance falls below the minimum. 
    • Tax Calculations: Add custom tax rates to legal matters and automatically calculate deductibles. 
  • Integrations: Supported integrations include QuickBooks, LexCharge, NetDocuments, Office 365, Microsoft Outlook, Box, Dropbox, LawToolBox, Google Calendar and more. 
  • Online Payments: Accept credit card payments with a transparent processing fee of 2.95%. Provide clients with flexible payment plans, evergreen retainers and automated recurring billing. 
  • Tasks: Draft a series of predetermined tasks for specific legal matters. Administrators can create, track, update and assign tasks to employees. Assign due dates to set priority levels. Directly bill for tasks upon completion. 
  • Legal Calendar: Always stay on top of important events, appointments, hearings, touchpoints and tasks with firm-wide calendars. Color-code calendar entries based on staff members and choose from classic or datebook views. Convert calendar events to billable time with the Bill-As-You-Work tool. Access the calendar on the go and synchronize entries with Google Calendar and Microsoft Outlook. 
    • Jurisdictional Rules: Automatically calculate Statute of Limitations. Access jurisdictional rules to avoid potential malpractice claims. 
  • Contact Management: Drag and drop contacts with the Copy-to-Contact tool. Create custom fields and tags to capture client-specific information. Organize the contact database to view related connections and direct relationships. Check for conflicts of interest and drill deeper into matter-related information, including case status, matter name, contact role and more. 
  • Mobile Application: Use the mobile application for unrestricted access to case information, communications, the legal calendar and time tracker. Securely upload and view confidential data. App security includes fingerprint identification, facial recognition and PIN authentication. 
  • Matter Management: Use matter templates to create automated workflows for repetitive tasks. Classify cases by matter types and create task and event parameters for each class. Edit matter templates with custom billing methods, tasks, events, due dates and statutes of limitations. 
    • Matter Dashboard: Get a 360-degree view of a matter’s calendar events, time and billing information, associated contacts and account balances. Uncover hidden relationships between agencies, guardians, adjusters and family members for contextual insights. 
    • Matter Checklist: Create a matter checklist. Automatically trigger new tasks on completion of existing ones. 
  • Communicator: Securely communicate with colleagues and share case-related files. Save complete correspondence history to individual or matter-specific channels. Give commands in natural language and organize conversations by matter-types. Supports video conferencing. 
  • Legal Projects: Break down complicated projects into manageable phases of automated tasks, custom data and calendar calculations. Move from one phase to another with automatic access to predefined data. Run reports to track project status and get real-time notifications via Communicator and mobile devices. 
  • Advanced Reporting: Leverage robust reporting tools to evaluate the firm’s productivity, efficiency and financial health. Built-in reports include origination reports, allocation reports, matter budget, productivity per user, productivity per matter and collections reports. Export reports to Microsoft Excel. 
    • Business Intelligence Module: Dig deeper into firm data to identify bottlenecks and evaluate KPIs based on matters, invoices, tags, clients, activities, contacts and more. Create tailored reports with custom queries, sums, averages and calculations. Arrange data into custom groups through a simple drag-and-drop interface.  
  • Legal Documentation: Scan legal documents directly from a Fujitsu ScanSnap iX500 or iX100 scanner and store them in matter-specific folders and sub-folders. Access documents globally from any device with an internet connection. 
  • Document Creation: Create documents faster by merging legal templates and custom fields with client and matter data. Get automated notifications about errors and omissions and convert completed documents to time entries. Directly upload documents and images from Office 365. Request and share case-related documents with clients. 
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Product Ranking

#7

among all
Legal Software

#20

among all
Legal Software

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Analyst Rating Summary

76
86
46
94
89
95
83
75
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Client and Contact Management
Matter/Case Management
Integrations and Extensibility
Mobile Capabilities
Time and Expense Management
Client and Contact Management
Billing and Payments

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Filevine
Rocket Matter
+ Add Product + Add Product
Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 46 89 83 84 88 78 71 76 94 95 75 58 83 100 65 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

57%
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User Sentiment Summary

Excellent User Sentiment 425 reviews
Great User Sentiment 214 reviews
93%
of users recommend this product

Filevine has a 'excellent' User Satisfaction Rating of 93% when considering 425 user reviews from 3 recognized software review sites.

88%
of users recommend this product

Rocket Matter has a 'great' User Satisfaction Rating of 88% when considering 214 user reviews from 3 recognized software review sites.

4.7 (149)
4.0 (16)
4.6 (263)
4.4 (195)
4.4 (13)
5.0 (3)

Awards

SelectHub research analysts have evaluated Filevine and concluded it earns best-in-class honors for Document Management. Filevine stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Document Management Award

SelectHub research analysts have evaluated Rocket Matter and concluded it earns best-in-class honors for Mobile Capabilities and Integrations and Extensibility.

Mobile Capabilities Award
Integrations and Extensibility Award

Synopsis of User Ratings and Reviews

Customization: Filevine is highly customizable to suit various legal practices and case types.
Ease of Use: Most reviewers highlighted the platform’s user-friendly interface, making it easy to navigate.
Comprehensive Reporting Features: Its robust reporting tools help firms track data, performance and client conversion effectively.
Streamlined Client Communication: Features like two-way text messaging, document sharing and email linking simplify client communication while maintaining accountability.
Support for Remote Work: Many users praised its accessibility, allowing legal work from anywhere with an internet connection.
Easy Integrations: Filevine integrates well with other legal platforms, enhancing its versatility.
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Robust Document Management: Centralized repository for contracts, pleadings, and other legal documents, enabling easy access and organization.
Automated Billing and Time Tracking: Streamlined billing processes and accurate time tracking, reducing administrative burden and improving revenue.
Efficient Case Management: Comprehensive case management features, including task tracking, calendar integration, and document sharing, for seamless case coordination.
Seamless Collaboration: Secure client portal and internal collaboration tools facilitate efficient communication and document sharing among team members.
Enhanced Client Relationship Management: Integrated CRM capabilities, including contact management, billing history, and communication tracking, foster strong client relationships.
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Customer Support Issues: Several users complained about poor customer service, long response times and challenges during onboarding and implementation.
Complex Setup: The initial setup and implementation process can be lengthy, requiring significant internal resources.
Glitches and Bugs: Some users experienced software glitches and technical issues, leading to workflow delays.
Documentation and Training: Reviewers expressed concerns about the lack of sufficient documentation and the need for more training.
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Limited Customization Options: Rocket Matter's pre-configured templates and limited customization capabilities may not align with the specific needs of some legal firms, hindering their ability to tailor the software to their unique workflows.
Complex User Interface: The software's interface has been described by some users as cluttered and overwhelming, requiring a significant learning curve for new users and potentially hindering efficient workflow.
Insufficient Reporting Capabilities: The reporting functionality within Rocket Matter may not provide the depth and flexibility required by legal firms to generate comprehensive insights and make informed decisions.
Limited Integration Options: While Rocket Matter offers some integrations, its compatibility with third-party applications may be limited, restricting the ability of legal firms to connect with other essential software tools.
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Filevine is a versatile legal practice management solution that helps streamline various operations, from client management and document organization to time tracking, invoicing, and payment processing. Its integrated payment processor facilitates client payments through credit cards or ACH, providing a convenient option for law firms.One of Filevine's standout features is its robust reporting capabilities, enhanced by built-in AI. Law firms can generate detailed reports to track revenue, performance, lead conversion, hiring, caseloads and staff performance. AI-powered analytics provide valuable insights into team dynamics, caseload trends and overall firm health. By identifying top performers and areas for improvement, firms can optimize their operations and enhance efficiency.Filevine's AI also offers generative capabilities. The platform can summarize client applications and interactions, analyze lead sources to inform marketing strategies, and even generate demand letters and scan documents for insights. Additionally, it can automate immigration application processes and assist in document creation by generating summaries, charts and descriptions based on user prompts.While Filevine is a powerful tool for many law firms, it has some limitations that may not suit all needs. For example, it currently lacks a dedicated section for subrogation liens in the draft closing tab. Its sorting and filtering options for reminders could be improved. Additionally, the restriction of assigning only one cost/trust account per organization may not align with regulatory requirements for larger firms.Overall, Filevine is a valuable tool for solo practitioners and mid-sized law firms seeking to streamline their operations and leverage AI-powered insights. However, larger enterprises with more complex needs may find limitations that require careful consideration.

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Rocket Matter is a leading legal software that has received generally positive user reviews in the past year. Many users have praised its intuitive user interface, which makes it easy to learn and use. Additionally, Rocket Matter's robust features, such as time tracking, billing, and document management, have been well-received by users. One of the main strengths of Rocket Matter is its ability to integrate with other popular legal software, such as Clio and PracticePanther. This makes it a versatile option for law firms that use multiple software programs. Additionally, Rocket Matter's customer support has been praised by many users, who have found it to be responsive and helpful. However, some users have also reported some weaknesses with Rocket Matter. One common complaint is that the software can be slow at times, especially when handling large files. Additionally, some users have found the pricing to be somewhat high. Overall, Rocket Matter is a solid legal software option that offers a wide range of features and integrations. While it may not be the best option for all law firms, it is a good choice for those who are looking for a user-friendly and feature-rich software. Rocket Matter is most suited for small to mid-sized law firms that are looking for a comprehensive legal software solution. Its intuitive user interface, robust features, and integrations with other popular legal software make it a good option for firms that are looking to improve their efficiency and productivity.

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Screenshots

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Head-to-Head Comparison

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