Rocket Matter Review - Features, Pricing & Deals

Rocket Matter is a cloud-based legal practice management solution that helps law firms handle their day-to-day operations. The platform combines essential tools like case management, billing, and document handling in one convenient package.

Law firms can use the software to track time, manage cases, process payments, and automate routine tasks. The platform includes features for document automation, trust accounting, and client communications. It also offers useful integrations with common tools like QuickBooks, Dropbox, and Google Calendar.

The system works well for both small and large practices across various legal specialties including family law, personal injury, and immigration. Users can access their information from any device with an internet connection, making it convenient for lawyers who need to work remotely.

Pricing starts at $49 per user monthly for the Essential plan, with more comprehensive options available for firms needing advanced features. Each tier adds extra capabilities like document assembly, sophisticated reporting, and business intelligence tools.

Security is a key focus, with bank-level encryption and SOC 2 compliance ensuring client data stays protected. The platform also includes built-in tools for conflict checks and trust account management to help firms maintain compliance with legal regulations.

• Legal Case Management: Create customizable matter templates, organize unlimited document storage, and use Kanban boards to visualize case status and workflow with intuitive dashboards.
• Document Automation: Quickly generate legal documents using templates with auto-populated fields, securely share documents with clients, and collect signatures with one-click e-signature links.
• Time and Billing Automation: Schedule automatic prebills, optimize LEDES billing, and manage recurring retainers with intelligent invoicing tools that reduce manual administrative work.
• Payment and Trust Accounting: Process secure online credit card payments, manage trust accounts compliantly, and streamline financial transactions without compromising legal standards.
• Contact Management: Organize client contacts with custom fields, run comprehensive conflict checks, and update information system-wide with single-entry capabilities.
• Project Workflow Automation: Create custom workflows, automate task assignments, and use firm-wide calendars to track deadlines and manage case progression efficiently.
• Advanced Reporting: Generate comprehensive reports on firm performance, revenue, productivity, and financials using customizable filters and advanced business intelligence tools.
• AI-Powered Workflows: Leverage ChatGPT integration to draft documents, summarize information, and streamline legal processes directly within the platform.
• Third-Party Integrations: Connect seamlessly with popular tools like QuickBooks, Dropbox, Google Calendar, and other essential legal software to enhance productivity.

• Essentials Plan offers core legal practice management features at $49 per user/month (monthly billing) or $39 per user/month (annual billing), including basic conflict checks, document storage, time tracking, and client portal access.
• Pro Plan provides advanced capabilities at $79 per user/month (monthly billing) or $69 per user/month (annual billing), with additional features like document assembly, QuickBooks integration, and enhanced reporting.
• Premier Plan delivers comprehensive functionality at $99 per user/month, featuring unlimited document storage, business intelligence module, automated billing, and advanced role permissions.
• Elite Plan offers the most extensive features at $129 per user/month (annual billing) or $139 per user/month (monthly billing), including matter budgets and full legal accounting.
• CRM Add-Ons include CORE at $39/month per user (annual billing) or $49/month per user (monthly billing), and ENTERPRISE at $147/month (annual, up to 3 users) with additional user options available.
• Website hosting can be added to any tier for an extra $149 per month, providing comprehensive legal practice management solutions with flexible pricing options.

Rocket Matter takes security seriously with bank-level SOC 2 compliant certification. Your client data is protected through secure cloud storage with advanced encryption. The platform offers role-based permissions in higher-tier plans, allowing you to control who can access sensitive information. Two-factor authentication adds an extra layer of protection to prevent unauthorized access. All data is regularly backed up, so you'll never lose important client information even if something goes wrong.

Rocket Matter's trust accounting feature helps you stay compliant with bar regulations without the headache. You can easily track client trust funds, run three-way reconciliation reports, and prevent common ethics violations. The system automatically warns you about potential trust account overdrafts before they happen. When processing credit card payments, Rocket Matter Pay ensures proper handling of trust deposits without mixing earned and unearned funds. This makes your monthly reconciliations much simpler and helps you avoid compliance problems.

Yes! Rocket Matter works on smartphones and tablets through both a responsive web interface and dedicated mobile apps. You can track time, update matters, check your calendar, and even bill clients while you're away from the office. The mobile experience isn't quite as full-featured as the desktop version, but it covers all the essentials you need when you're in court or meeting clients. This flexibility lets you stay productive no matter where your legal work takes you.

Switching to Rocket Matter is pretty straightforward. Their team helps with data migration from most popular platforms, though the process works better with some systems than others. You don't need to convert everything at once – many firms start with current cases and basic contact info. The learning curve isn't steep for most users, with many features feeling intuitive after just a few days. Rocket Matter offers training resources and their support team can help smooth the transition. Most firms report being fully up to speed within 2-4 weeks of making the switch.

Rocket Matter's document automation stands out because it connects directly with your matter data. You can create templates with merge fields that automatically pull client information, saving tons of time on routine documents. The system also includes two-way document sharing and e-signature capability, so clients can securely receive, sign, and return documents without leaving the platform. The document assembly tool is particularly helpful for firms that frequently create the same types of legal documents. Unlike some competitors, Rocket Matter doesn't require coding knowledge to set up document automation, making it accessible for less tech-savvy users.