Rocket Matter Reviews & Pricing

Key Features

• 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. 

Limitations

•  The mobile app has frequent performance issues. 
•  Has a steep learning curve. 
•  Limited built-in accounting capabilities without Quickbooks integration. 
•  Lacks in-depth reporting options. 

Suite Support