Rocket Matter Software

Decent but limited functionality at a price that could have been lower.

Pros

There are lots of things to like about Rocket Matter for any small law firm or solo practice, including the ability to update client contact information, bill time from your computer directly, and attach case documents and emails for an actual case management system.

Cons

The app, which is a well-publicized part of the Rocket Matter package, was lacking in several areas of functionality, particularly the ability to access contacts. Additionally, the invoicing system was needlessly complicated and failed to handle the realities of clients making payments against retainers.

Pros

Super slick interface, very easy to navigate and easy to customize. The partnership with LawToolBox for deadlines takes the system to a whole new level. Now you don't have to go to multiple platforms to take your case from beginning to end, it all stays right inside Rocket Matter.

BILLABLE HOURS! Keep track of them. TEMPLATES! Based on the kind of law you practice. CONTACTS! Let's say you have an adjuster saved as a contact, he calls to settle a case, then you're able to see all cases with him and discuss all.

Pros

When set up properly you can just open new case and auto assign tasks to your staff by templates. We are an Injury Law and this software has made our practice a heck of a lot easier.

Cons

PRICE. Every user is billed separately. Would be nice to have have packages based on the size of the law firm.

Pros

It is very user friendly and has many options available, depending on how you operate your business.

Cons

Document downloads are somewhat confusing. It'd be nice if there was an easy way to download and connect client emails to their respective accounts for billing purposes.

Ease of use. convenience.

Pros

Rocket Matter was very user friendly. Generating Bills and entering payments was simplified with this newest version. Timekeeping is wonderful and the Messaging feature makes passing message to the file a breeze!

Cons

I seem to have lost my "notes" section without going in through the back door to find it... the lost feature could only be found by going into prior comments in the file and then clicking on the old note and adding from that screen.

Pros

Ease of use and accessibility to customer service two things I love most about this software. I find it easy to train others on it as well.

Cons

The calendar has issues sometimes syncing with Google calendar. The attorneys in our firm rely on Google calendar as if it were their bible.

full service hourly billing with, email , calendar and accounting integration.

Pros

accessibility of the system, integration of calendaring and email. It works well with cloud-based document storage as well. New integrations are added often.

Cons

the interface for email doesn't allow you to bill efficiently for older emails. You essentially need to open and email and bill this.

RocketMatter acts as an automated trust accounting system that updates as I bill clients, and provides various reports and summaries to help analyze the financial needs of the business easily.

Pros

The billing system offers many options to tweak the system to suit many different billing situations for clients, such as billing method (hourly, flat fee, evergreen retainer, etc). You can upload invoice formats that you can customize to suit your needs. For example, we need invoices to be generated in English, Spanish, or in both languages depending on the client. We created formats per these 3 needs and can set the default invoice format per client or per matter. It also serves as a secondary record of trust accounting for the IOLTA account.

Cons

The Matter Documents system needs work. It's useful to be able to record notes, but they can't be exported, there's no option for generating a printer-friendly version, and you can't open them in new windows. That results in printing case notes taking up 30 to 60 minutes of my time.

My firm has been with Rocketmatter since early 2011. I have looked and dabbled in other case management softwares but we just keep finding that Rocketmatter is the best fit for our firm. The user interface is so easy even the most untechnologically savvy person can use it! Just this past week Rocketmatter called me to tell me we were eligible for discount. Things like that and the CONSTANT updates to keep the software at the cutting edge for attorney purposes is why we will continue to stay with Rocketmatter.

Pros

easy user interface
link to quickbooks and lawpay
client portal

Cons

If a client forgets their portal password I have to call Rocketmatter to have it reset.

Good program for completing one single solitary task, billing, but the service is totally overpriced, we are a eight person firm, paying $600 plus per month and the other features are a cruel joke. I will be ditching it as soon as I can migrate our data elsewhere

Pros

Online billing

Cons

Lack of functionality, price

Advice to Others

Apparently they cut you off from data with no exceptions once account is closed

I love that I or my staff can look up anything we need to know about any case whenever we need to when a client calls; when we are on the go; or when working from home or on a trip. Uploaded documents and linking emails to a case on Rocketmatter makes every case file easy to find and use no matter where I am. It's like my whole filing cabinet is with me wherever I need it. And notes make digging through files for information or case status a thing of the past. I cannot tell you how much easier my life is since our firm has switched (and got my whole firm to switch) to Rocketmatter. Timekeeping woes are a thing of the past as I can enter time in my phone right from the courthouse. And billing takes 2 minutes instead of a whole day, with bills ready to be emailed or mailed to clients at a moment's notice. Clients really like the detailed, itemized statements Rocketmatter produces. The staff is responsive and ready to help.

Pros

Easy to use, keep everything organized, keeps me on track, increase communications between staff and attorneys, mobile.

Cons

The iPad app is very glitchy; two-way calendar syncing with iCal has long been difficult if not impossible; Syncing calendars with Google cal is glitchy; billing for large insurance companies (LEDES for example) is difficult; and the software can be slow at times depending on your access to high speed internet.

Advice to Others

I would LOVE to see a way to sync more than 1 email account with a case

I used Rocket Matter for several months, but I decided to switch to another law firm management software because Rocket Matter does not have much functionality. For $65, all you really get is billing and invoicing software (they claim to also offer document management but it's just a Dropbox feature, and you have to manually create templates if you want them). Their other competitors, CLIO and Firm Central, also offer deadline assistant, and a more robust document management system for about $35 more a month. CLIO also offers Lawpay with their subscription, which saves you an extra $20 a month.

Upon cancelling Rocket Matter, I also discovered a terrible policy that the company strictly enforces. Once you cancel, you only have access to your existing data until the end of your billing cycle. After that, you have to renew your subscription to access your data, even if you are not using their software for billing and invoicing. And, there are no exceptions. I had a death in the family and needed only a few more days to complete migration of data, but they would not budge on the policy and even suggested paying for another month of Rocket Matter to complete migration, in case I wanted to switch back. No thank you. I think Rocket Matter has to get with the picture on this policy. For example, CLIO offers a free, 90-day period after cancellation to export data. It only makes sense, if you are not actually using the software to bill or invoice. Buyer beware, if you are testing out Rocket Matter.

Having had no background in billing, I had to learn this program on my own when I took this job. Rocket Matter has been very easy to pick up, very intuitive to use. The manual is easy to follow, the quick sheets are great and I am especially impressed with the customer service/help desk reps. BEST CUSTOMER SERVICE of any vendor I have every worked with! Nice, patient and very helpful. I highly recommend Rocket Matter.

Pros

Ease of use.

Cons

Nothing so far.

Advice to Others

There is one thing I would like to be able to do. We charge our clients a monthly administration fee and I would like to be able to set up a recurring charge per account so that I do not have to enter it manually every month.

Although I feel that there are some features that could be adjusted or tweaked to make better, I gave a resounding 5 star rating to the service team there and would have given more if available. When I hit a road block, 9 times out of 10, the team there gets it "fixed" while I'm on the phone, within minutes, (I do like being able to talk with a human quickly for most problems). If the issue is one that is a bit more complicated, they do not hesitate to get help from someone who has maybe been there longer or might have had the issue come up before. And, they are always willing to "put suggestions" in front of the developing team. They always work with you on your level and can put it in words that anyone can understand.

Pros

That I can get help anytime I need it. Again, hats off to a great support team!

Cons

the calendar . . . I wish it was easier to enter events without having to go back and forth between the calendar and the event screen . . . that you could enter multiple events on the same screen . . . I wish that there were more color categories . . . We use outlook calendar and cannot sync with Rocket Matter for this reason. We use different color categories for mediations, hearings, etc. And, combine those categories with the attorney/people attending each. Do not like that you have individual "blocks" if more than one person is attending the same event.

I have been using Rocket Matter for years. This is by far the best law practice management software. The interface is very natural and easy to use. You will find all the information you need regarding a case available to you no matter where you are. With this software, you cannot go wrong! Also, the customer service is the best! I highly recommend this software!

i consider rocketmatter the "american express" of law office software. both rocketmatter and american express offer me" first rate customer service" - it is as simple as that! when i have an issue , i want to speak with a real live expert who can help me resolve the issue. i don't want to send an email only to get back some confusing response which may not make sense to me... nor do i want to wade through a phone tree for 20 minutes (at least!) only to end up in the wrong dept. and then get disconnected when i am transferred. i hope rocketmatter continues their superb customer service focus - so i can continue to be a loyal customer.

Pros

highly intuitive from a user perspective.

Cons

i still think that the statement page is confusing. the date of last payment should be notable on statement page. the ability to enter more than one payment per month along with dates should be an option and notable on statement page. not that impressed with the new interface - find it slows me down in entry of data.

Great software that makes running your firms easier and more efficient! I have been using Rocket Matter since 2011 and will not be moving away. Tracking cases, recording time, dealing with billing and invoicing are all much easier with Rocket Matter! I am convinced that my firms makes significantly more because of Rocket Matter.

Pros

Easy to use, efficient and streamlines administrative tasks.

Cons

Would prefer to group discount or bundle deal for additional users.

Advice to Others

Connect your Quickbooks and LawPay account and learn to use all of the integrated features. It is worth the time spent learning.

Very satisfied overall. Like everything it could always use a few tweaks to coincide with the way I do things but I still find it to be the best system around for my practice

Pros

Intuitive, easy to use, great customer support, and never had an issue with the system not be available. The new multiple timers are a great addition.

Cons

Wish it had a better Android interface. I also miss the stand alone timer window. I use the one on the main screen, but did like the separate window. Also wish I could download multiple documents to the portl at once instead of having to do so one at a time.

Advice to Others

Put in the effort to start and learn to use it. It will be worth the effort, savings and additional billing you will be able to achieve quickly thereafter.

Rocket Matter has changed our business for the better. Billing and client integration is outstanding!

Pros

Billing

Cons

The expense for the software

Advice to Others

not really

Rocket Matter is a great tool for tracking and maintaining client files and scheduling dockets. The billing is pretty straight forward--easy.

Pros

The ease of use and simplification of opening files. If a change needs to be made to a matter after it has been set up, it is easily changed or corrected.

Cons

Clients with more than one matter receive separate bills for each matter which is confusing. It would be helpful to allow clients with more than one matter to receive one bill. I would like to see one bill that includes all matters with each matter's costs and time separated. The invoice cover would summarize the costs and time for each matter then give a Client total. Hope this makes sense.