Awesome in the cloud practice management service!!!

Our law firm has been using Rocket Matter since 2012. Moving to the cloud was a bit of a learning curve for some of our staff, but they quickly caught on. Since then we have continued to grow in our overall usage of Rocket Matter features and functionality. As a result our firm productivity has increased greatly - particularly in the areas of capturing time and expenses. This in turn has improved our billing and relatedly impacted our profitability. Being able to quickly capture information and bill our clients translates into faster payment receipt because if the invoices don't go out timely, the less likely you are to receive payment anytime soon! Overall I can't see the firm ever moving away from in-the-cloud practice management software as it allows our staff to access and enter key information from anywhere - office, home, while traveling.

Pros

Ease of use. Available across numerous platforms. Accessible anywhere there is internet connectivity. UI appearance (aesthetics). "Spotlight" search and Advanced Search functionality. Customizable invoices (MS Word document format). Responsiveness of app/software. Friendly customer service reps who assist us with questions or issues that may arise.

Cons

Initially the reporting capabilities were rather limited in Rocket Matter, but have only improved steadily. Recent additions such as the advanced analytical reports are proving to be very useful tools for the firm owners to monitor the practice's "metrics".

Rocket Matter is everything you need. And it is Great!

Rocket Matters (RM) is everything you need for your law office and most other practices. My company has been using it since around January 2013 and we are very happy with it. Before I have used ProLaw, Clio, and Abacuslaw but RM blows the others out of the water.

Pros

You can upload documents to every matter/case you have.
You can put in transactions. This is specially useful so that any user can see what has been happening in the case. It is also very easy to read unlike ProLaw/Abacuslaw. The system feels clean and clutter free.

The system is very easy to use. Adding documents/notes/transactions/billing is very useful.

We love that we are able to add tags to matters. Very often you have case numbers, family members that are a part of the case but the name of the case is in someone else's name. Without these it is very difficult to match some correspondences to their cases.

There is a build in time you can use to assist you with billing for what you are doing.
RM is very easy to teach to new staff. Most things are self explanatory.

Cons

Very few.

Sometimes when they redesign the system it can take some getting used to. But this is true of every program out there. And even then they give you over 30 days were you can try the new design and still go back to the old one if you have trouble with it.

Sometimes the system can be slow. However this can be a combination of the computer and internet speed.

Sometimes you can't duplicate case names. Which makes sense in a way since you don't want to confuse it with another case and make an error, but too often client's have the same name.

Rocket Matter makes my and my clients' lives easier

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.

Rocket Matter Support Team can't be Beat!

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.

Great program for Solo/Small Firm setting

I have been using Rocket Matter for the past 4 years and have been extremely satisfied with it. In my previous big firm life we used a billing system that wasted more time than it saved and we didn't even use a case management system. Starting my own firm I knew that I wanted something better that would streamline my practice. Rocket Matter filled those needs, plus some. The billing side of Rocket Matter makes my invoicing process more efficient and accurate. I handle a wide range of cases, so I use all of the billing options, to include flat fee, hourly, and contingency, and I like that Rocket Matter is set up to handle each of them. The trust accounting features allow me to stay on top of my trust account and know which files will need to be replenished. The integration with LawPay allows my clients to pay their invoices quicker. And my clients enjoy the client portal nearly as much as I do. On the few occasions I have encountered difficulties I have been able to reach out to support and receive quick and accurate assistance. The only reason I gave it four stars on features is because there are two things I think could be improved - it would be great 1) if clients could upload documents to the client portal and 2) if the billing in contingency cases was easier to close out. I can't imagine running my firm without Rocket Matter by my side.

Rocket Matter makes it easy to make money

I have been using this program for a few years for my small firm and love it. It is very easy to get started, add a client and start billing. Creating your invoices is equally as easy. Most of all, their customer service has been above and beyond and I truly appreciate that. I had an issue a few years back that seemed complex and they went in to the system and made the fix ASAP and were very considerate of the stress it was causing me not to be able to do my billing.

Pros

The iPhone app makes it easy to track billing on the road
The interface is very user friendly
They are very responsive to customer concerns
I worked for a firm as a legal secretary before I was an attorney. We had an issue with losing billing one month and the backup was corrupted. We had to work round the clock to recreate the billing to get paid that month. It was a nightmare. Having this saves money and headaches.

Rocket Matter = Single Most Important Decision I Made When Starting My New Firm

When I started my new practice, North Coast Legal, PLC, there were many decisions to make..... phone systems, billing, case management, location, staffing, etc..... I could not be happier with my case management/billing choice in Rocket Matter. I am more organized than I have ever been, I don't miss a $ of billing opportunity, my Invoices are complete, accurate and very professional. I.... Can't..... Recommend.... Rocket Matter... .Enough! Top notch product. Top notch customer service. Continuing to launch new, value added features.

Pros

Billing = $. Rocket Matter keeps me organized and allows me to not miss a billing opportunity. The interface is excellent.

Cons

Although the I-Phone App is good, there are some features missing from the PC interface. I wish there was a faster way to input payments of multiple Invoices. Right now too many steps. I've expressed this concern to Rocket Matter and based upon their track record, I fully expect they will address the issue.

Great tool for managing trust accounting, client billing, calendars and case notes in once place

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.

rocketmatter review

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.

A Clio Alternative

I thoroughly researched and personally tested several case management systems, both cloud-based and not, before deciding on RocketMatter. During my decision-making process, the sales staff were helpful and never pushy. Once I made the decision, they had me up and running in no time flat. The learning curve is gentle. RocketMatter now saves me hours (if not actual days) each month, which I can devote to billable tasks rather than the billing process. I would highly recommend RocketMatter to any small law firm out there!

Pros

-Fantastic customer service! Always prompt, friendly, knowledgeable and professional!
-Very user-friendly format, easy to learn quickly.
-Batch billing. Enough said.

Cons

I would like to see more customizable reports, including reports based on custom fields.
I would like to see the included fields be more customizable. (For example, instead of a dedicated field for "Office Phone" how about making it a telephone number field that can be specified as to whether it is for the client's home, office, mobile, etc., in much the same way as Contacts are handled in the Apple iOS?) At the very least, that field should be "Primary Phone" rather than "Office Phone."
I would also like to see a messaging feature built into the Client Portal, so that messages can be sent back and forth to clients from within RocketMatter.
Finally, I would like to have built in functions for automatically adding interest on past due balances when invoicing, as well as the ability to add a monthly fee based on a percentage of current billing. (These are functions that Abacus has built in, but I wouldn't even consider using Abacus at any point in the future.)

Helps our Firm Run Efficiently

As the office manager of a small, but very busy law firm I can confidently state we would not be able to function without Rocket Matter. Rocket Matter enhances our ability to accurately keep track of each client and their individual tasks and ledgers. Rocket Matter also has great functionality to keep track of the bigger picture including overall Trust Account ledgers. Admittedly, we do not use the phone message function, but I believe it is a very valuable tool, and yet another reason to make the jump to Rocket Matter if your firm is hesitant.

Pros

Clean, easy layout

Cons

Small glitches with how tasks are ordered.