Best Cloud Software for Client Management

GREAT software to keep track of your cases and bill hours. A bit expensive.

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.

Easy to use and full of features

Pros

Ease of use and setup. Customer service has been great and responsive. Also the cost for what it does is reasonable.

Cons

There a ton of integrations that RocketMatter has, but most require their own subscription. So the cost of this is only the start. From my research, all of the practice management software requires other software and most of that software requires a subscription.

Dated Product, clunky interface.

Their support desk employees are responsive when you call them for support, but their development side is sorely lacking. Overall, how good is it? My old firm developed our own in-house software in the late 1990s that still out performs Rocketmatter.

Pros

RocketMatter was a good value for the money when it first came out. It has fallen well behind other software now.

Cons

When we signed up for RocketMatter is was being praised as a modern platform. Unfortunately it is not modern. It is now like driving an old used car held together with duct tape. RocketMatter is not updating the platform at all. It seems like all they do is release APIs to allow other programs to link to it. Many of those links are clunky, ill conceived and generally a nuisance. I defy anyone to use, for example, the Fujitsu ScanSnap integration, or their mobile apps. Both are so ill conceived and executed that they are essentially worthless. If you ask questions about improvements, RocketMatter refers you to another site called Receptive where they ask you to identify potential improvements. They don't appear to be updating it, as they have "planned upgrades" listed as upcoming in the future (more API connections) that they released a year or more ago. They also don't appear to be reviewing suggestions on the site, as noted by people posting there.

Rocket Matter is great case management software

It has been very good which is why we have stuck with them for 7 years now. It is especially highlighted for me now that we also have a CRM software. We have had 2 different CRMs and neither one of them had the easy standard reporting features of Rocket Matter. I would consider using RM if they had a CRM.

Pros

I love the reporting features that are built in. It makes it easy for me to find data about the operation of the business. It is very easy to run invoices and track time.

Cons

It is difficult to pull reports that are not standard part of RM package. The RM team has helped us device a way to do so but it is still clunky. It also took approx 20 hours of my staff time working with RM team to make it possible to add interest to client invoices. It something that should be standard in any case management software that does billing.