What users are saying about

3E Elite

1 Ratings

Rocket Matter

2 Ratings

3E Elite

1 Ratings
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Score 7 out of 101

Rocket Matter

2 Ratings
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Score 8.7 out of 101

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Likelihood to Recommend

3E Elite

3E Elite is well suited for a company or firm that has many clients and is engaged in pro bono activities, particularly one that will track pro bono time for employees and credit them for that time. Additionally, companies with large clients can use it to determine where the bulk of their business comes from.
Jeremy Abrams profile photo

Rocket Matter

Rocket Matter offers many features useful to a law office of any size. Users can be added to the same subscription so that attorneys and paralegals can record their own billable and non-billable hours, costs, case notes, and tasks. I wish my current firm used Rocket Matter for the billing features alone. Generating invoices and creating a record of trust retainer transactions was easy and efficient. All payment and billing records were stored in one central system, which allowed me to look up a client's payment history, billing status and retainer balance in under 5 minutes.
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Pros

  • Tracks time
  • Separates billable and nonbillable hours
  • Separates by Matters and clients
Jeremy Abrams profile photo
  • Tracking billable and non-billable hourly work is one of Rocket Matter's best functions. There is a timer that can be used to track work as it occurs, or billable time can be recorded manually after work has been completed. A complete record of time worked per client, per matter, and per staff member is created. I used this data to generate invoices and also to analyze how time was being spent on billable and non-billable tasks by myself and the attorney.
  • Rocket Matter offers ample features for invoicing and managing client payments, all of which are highly customizable. Billable work, costs, fees, and client payments are all recorded per matter. An invoice can be generated from this data, based on a template provided by Rocket Matter or a customized template. Though I did not use the client portal feature, users can invite clients to an online portal to view invoices and submit credit card payment via LawPay. Alternatively, invoices can be printed and mailed or emailed to clients. Billing structures, such as monthly installment payments and evergreen retainers, can be set up per matter, as well.
  • By recording billable work, expenses, and payments, I was able to use Rocket Matter as a secondary IOLTA trust accounting record. When a client deposited into a trust account, I recorded the payment in the client retainer in Rocket Matter. Each time I transferred funds to pay for earned work, I recorded the transaction when I invoiced the client. This record demonstrated why, when, and in what amount earned funds were moved from client retainers.
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Cons

  • Being more interactive
  • Allowing for more updates when dates are submitted
  • More easily accessible tracking numbers
Jeremy Abrams profile photo
  • While the Notes feature was immensely useful for keeping track of the last work completed on a matter or to keep a record of discussions with clients or relevant legal research, it could have been far more user-friendly. There is no way to export Notes saved to a .doc, .pdf, or any other format. To print or download Notes, I would have to painstakingly click on each entry and copy it into a word document, then go back to the previous page to click on the next entry to repeat the process as many times as there were notes. If printed directly from the website, the formatting spills off of the page.
  • I am pleased with the amount which can be customized in invoice templates in Rocket Matter. However, to create your own template you need to use fields recognized by the program. Rocket Matter provides a guide and a list of available fields, however, it is a fairly complex undertaking for anyone unfamiliar with using fields in Word documents or using other code, such as HTML. It would be more intuitive for users if Rocket Matter employed a template customizing feature similar to that of QuickBooks, where text boxes and fields can be inserted and manually dragged to the desire area of the template.
  • Rocket Matter can run very slowly and can slow down your computer quite a bit while it is running. I upgraded to a newer laptop with higher RAM after my first year of using Rocket Matter, and there was a noticeable difference in the speed and ease of use.
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Alternatives Considered

No answers on this topic
I currently use e-ImmigrationAir by Cengrade. I feel it is a better software for immigration law firms, as it can auto-populate USCIS and ICE forms with client data, saving time and reducing repetitive tasks. However, I feel that Rocket Matter stands out for the many billing and invoicing features offered.
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Return on Investment

  • Very little
Jeremy Abrams profile photo
  • Rocket Matter has streamlined tracking billable time, tracking funds earned from trust retainers, invoicing, and maintaining a detailed transaction record for IOLTA trust accounting. As long as I regularly entered payment and billing information to keep the data current, I could quickly complete non-billable accounting and invoicing tasks. I know it can consume huge amounts of time trying to recreate payment and billing histories, so using Rocket Matter to centralize these records greatly increased the amount of time I had for billable work.
  • Using Rocket Matter to record upcoming tasks, deadlines and events provided a secondary system for calendar management. Using Rocket Matter with Google Calendar allowed me to easily keep track of how I should spend my time and reduced the possibility of missing a deadline.
  • All of the data recorded in Rocket Matter can be used to generate reports for accounting and for analyzing how time is spent. Reports made it easy and fast to identify clients who were far behind in payments or who had funds available to invoice, without needing to manually check each matter.
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Pricing Details

3E Elite

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Rocket Matter

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details