Home > Legal Software > Needles > Needles vs Rocket Matter

Needles vs Rocket Matter

Last Updated: November 18th, 2024

Our analysts compared Needles 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.

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Product Basics

Needles is a flexible solution aimed at enabling law practices to streamline their firm operations. It provides numerous templates to build configurable workflows, daily checklists and schedules. Firms can maximize billable hours using its time and expense tracking modules. It allows firms to manage and collaborate on documents and cases with ease. Its personalized dashboards provide greater practice visibility.

Users can leverage pre-built or custom real-time reporting modules to gain granular insights into different practice facets. Firms can opt for its cloud-based Neos offering to enable remote access to all its functionality. Hosted on Microsoft Azure, it provides robust security, data backups and an API for seamless integrations.

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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Product Insights

Ensure Accurate Documentation: Eliminate human errors or omissions by creating document checklists.
Abundant Reporting Options: Offers multiple reporting modules categorized by legal matter and practice areas.
Enhanced Security: Clients can choose to maintain an in-house database for maximum security.
Personalized App Experience: Customize apps based on the firm’s requirements.
Implementation Support: Trained professionals guide the implementation process and provide hands-on help whenever required.

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.

Task Management: Stay on top of pending tasks, deadlines and important events with fully configurable workflows, synchronized Outlook calendars and automated daily checklists. Receive and broadcast important updates with firm-wide scheduling and communication portals.
Document Management: Encourage employees to collaborate on and share documents, globally in real time. Identify documents using keywords, prepare files for e-Signatures and choose customizable rich templates from industry-specific case libraries.
Firm Insights: Leverage real-time reporting and analytics on business health. Use the configurable dashboard to create custom reports, data and metrics, monitor business processes and identify valuable assets.
Data Management and Security: Secure your data with centralized data storage that eliminates redundancies and automatically backs up all documentation. Organize and store files with the PDF Template Wizard and import data in bulk via CSV files.
Time and Expense Tracking: Track time effortlessly with the help of the Outlook add-in for any device, including mobile devices. Log expenses in real time, eliminate errors and omissions and automate internal audit logs.
Client Management: Improve customer satisfaction via the self-service portal with over 99% uptime. Address client inquiries, process reimbursements and payments and update case details seamlessly.
API: Implement low-code integration of third-party extensions or create new integrations entirely using the API-based architecture. Directly integrate with Microsoft Office 365, OneDrive, QuickBooks, DocuSign and Lexitas.
Security: Secure data, documentation and digital access with Microsoft Azure. Get 24/7 security from cyber attacks and ensure business continuity with biometrically-secured physical data centers, remote-hosted servers and advanced data encryption.

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.

Product Ranking

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#20

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Analyst Rating Summary

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User Sentiment Summary

85%

of users recommend this product

Needles has a 'great' User Satisfaction Rating of 85% when considering 164 user reviews from 4 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 (12)

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4.2 (22)

4.0 (16)

4.2 (98)

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4.3 (32)

4.4 (195)

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5.0 (3)

Awards

Synopsis of User Ratings and Reviews

Functionality: Its time-tracking, billing and accounting functionalities meet the modern-day requirements of the legal industry, according to 65% of users mentioning this element.

Ease of Use: According to 69% of users who reviewed this aspect, the platform is intuitive and easy to use.

Reporting: 67% of users who reviewed this feature said that it provides plenty of customizable options.

Task Management: Regarding this feature, 75% of users found it helpful to track tasks and meet deadlines.

Training: 75% of users who reviewed this element said they’re satisfied with the knowledge base and training resources.

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.

Integrations: It provides limited integration options, according to 60% of users mentioning this aspect.

Speed and Performance: According to 100% of reviews about this feature, the platform’s performance sometimes suffers under heavy workloads.

Cost: All the users who mentioned this element said it’s more expensive than its competitors.

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.

Needles provides all the functions expected of a modern legal practice management solution, including matter and document management, mobile time tracking, reporting and task supervision. It offers an efficient task management module, but it’s important to note that some users experienced difficulty editing entries in the legal calendar. According to reviews, the platform is difficult to learn, but the product training and support team are helpful in getting past the initial hurdle. Finally, the intuitive UI and exhaustive features make it a capable contender, but only for companies with a budget to justify the extra cost.

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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FAQ

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